Kyrios Systems

Social Planner widgets let you track aggregated social media performance—such as posts, impressions, likes, comments, and shares—directly from your Kyrios dashboard.

Social Planner Widgets on the Dashboard

Create dashboard widgets powered by Custom Objects to visualize, track, and report on non-standard business data in Kyrios.

Dashboard: Create Widgets Using Custom Objects

Meta Ad Widgets let you visualize and analyze Meta (Facebook) ad performance metrics directly inside Kyrios dashboards and reports.

Dashboard and Reporting: Meta Ad Widgets

Quick Filters let users dynamically filter dashboard data at the user level without editing or changing the underlying dashboard.

Quick Filters on Dashboards

Payment widgets let you track revenue, subscriptions, invoices, refunds, and payment performance trends directly on Kyrios dashboards.

Dashboard: Payment Insights and Widgets

Dashboard widgets let you visualize, analyze, and compare key business metrics in real time using customizable charts, metrics, and filters.

Understanding Dashboard Widgets

Create a new dashboard quickly by selecting a pre-built template from the Dashboard Template Library.

How to Create a New Dashboard Using Templates

Use Visitor Data widgets to track funnel views, opt-ins, and appointment activity directly on your dashboards.

Dashboard: Visitor Data Widgets

Customize your dashboard’s appearance by applying predefined themes or creating custom color themes to match your brand.

How to Change and Customize Your Dashboard Themes

General widgets provide ready-made visualizations to monitor sales performance, opportunities, funnels, tasks, and advertising metrics directly on your dashboard.

General Widgets in the Dashboard

Use Call Tracking widgets to monitor incoming and outgoing calls, analyze call duration, and evaluate team performance directly from your dashboard.

How to Use Call Tracking Widgets in the Dashboard

Dashboard Exports and Datapoints let you click into widget data, view underlying records, and export those records as CSV files for deeper analysis.

Dashboard Exports and Datapoints

Conversation widgets provide real-time visibility into unread messages, conversation distribution, and team workload directly from your dashboard.

Conversation Widgets in the Dashboard

Dashboard permissions in Kyrios let you control who can view, edit, manage, or fully restrict access to each dashboard, including the ability to keep dashboards private.

Managing Dashboard Permissions in Kyrios

Contacts widgets let you visualize, filter, and analyze contact data directly on dashboards using counts, charts, tables, attribution, and advanced conditions.

Contacts Widgets in the Dashboard

Set a specific dashboard as the default so all users see the same dashboard first when they open the Dashboards page.

Set a Default Dashboard

The Dashboard Timezone Switcher lets each user adjust dashboard data to their local timezone for accurate, consistent reporting.

Dashboard Timezone Switcher

Customize dashboards by adding widgets, applying filters, using attribution and source conditions, adding visual elements, duplicating widgets, applying themes, and creating custom metrics.

Customizing Kyrios Dashboards

Kyrios Multiple Dashboards let you create, clone, customize, share, and manage multiple dashboards so each team or goal has its own focused set of insights.

Multiple Dashboards in Kyrios

The Kyrios Dashboard provides a real-time overview of your business performance, combining pipeline metrics, tasks, marketing data, and AI-powered insights in one centralized view.

How to Use the Kyrios Dashboard

Understand and customize the main dashboard view and widgets.

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