Who This Is For / When to Use
Use Contacts widgets when you need to:
Track contact volume, sources, and engagement
Analyze attribution (UTM, source, medium)
Monitor assigned contacts per user
Build table-based contact reports on dashboards
How to Add a Contacts Widget
Step 1: Open Dashboard Edit Mode
Open your dashboard.
Click Edit Dashboard.
Step 2: Add a New Widget
You can add a widget in either location:
Click + Add Widget at the top-right, or
Click + Add Widget in the empty dashboard state
Step 3: Select the Contacts Category
In the Add New Widget panel, select Widgets.
Expand Contacts.
Configure a Contacts Widget
Step 4: Choose Chart Type
Select the visualization type:
Number
Donut
Line
Bar / Horizontal Bar
Table
Step 5: Configure Widget Settings
Available configuration options depend on chart type:
Title: Rename the widget
Metric: Count of contacts
Group (Donut): Segment results (e.g., Medium, Source, Assigned User)
View By: Secondary dimension for charts
Date Property: Created on / Updated on
Date Range Override: Override dashboard date range
Table Chart Configuration
Select Columns (Table Only)
Choose Table as the chart type.
Click Select Columns.
Select the fields you want displayed.
Click Apply Columns.
Advanced Table Settings
Order By: Choose the sort column
Order: Ascending or Descending
Limit: Maximum records displayed
Limit: Table widgets support up to 10,000 records per widget.
Using Conditions (Filters)
Step 6: Add Conditions
Open the Conditions tab.
Click Add condition.
Choose a field, operator, and value.
AND / OR Logic
AND: All conditions must match
OR: Any condition can match
You can remove a condition using the delete icon.
Attribution & UTM Filters
Attribution on Contacts Widgets
Contacts widgets support attribution-based filtering.
How to Configure Attribution
Open Conditions.
Select Attribution.
Choose First Attribution or Latest Attribution.
Add UTM parameters (Source, Medium, Campaign, Keyword, etc.).
Important:
UTM fields appear only when an Attribution type is added.
Session Source and Medium are available only with Attribution enabled.
Contact Source Filters
Filter by Contact Source
Open Conditions.
Select Source.
Define source values.
Additional supported filters include:
Address
Followers
Assigned User
Country
Custom Fields
Save the Widget
Click Save to add the widget to your dashboard.
Contacts Widgets Overview
Available Contacts widgets include:
Contacts Count
Contacts Count (Logged in User)
Contacts by Tags
Contacts by Activity
Contacts by Type
Contacts by Assigned User
Contacts by Company Name
Contacts with Email / without Email
Contacts with Phone Number / without Phone Number
Total Contacts Count (Till Date)
Total Contacts Count (This Month)
Contacts by Source
Contacts by Medium
Top Sources for Contacts Created
Common Issues and Fixes
Widget Shows No Data
Check Conditions filters
Confirm Date Property and Date Range
Verify Attribution is added when using UTM fields
UTM Fields Not Visible
Ensure Attribution (First or Latest) is added in Conditions
Table Save Disabled
Remove conflicting filters
Ensure at least one column is selected