Dashboards
Understand and customize the main dashboard view and widgets.
23 articles
- Social Planner Widgets on the DashboardSocial Planner widgets let you track aggregated social media performance—such as posts, impressions, likes, comments, and shares—directly from your Kyrios dashboard.
- Dashboard: Create Widgets Using Custom ObjectsCreate dashboard widgets powered by Custom Objects to visualize, track, and report on non-standard business data in Kyrios.
- Dashboard and Reporting: Meta Ad WidgetsMeta Ad Widgets let you visualize and analyze Meta (Facebook) ad performance metrics directly inside Kyrios dashboards and reports.
- Quick Filters on DashboardsQuick Filters let users dynamically filter dashboard data at the user level without editing or changing the underlying dashboard.
- Dashboard: Payment Insights and WidgetsPayment widgets let you track revenue, subscriptions, invoices, refunds, and payment performance trends directly on Kyrios dashboards.
- Understanding Dashboard WidgetsDashboard widgets let you visualize, analyze, and compare key business metrics in real time using customizable charts, metrics, and filters.
- How to Create a New Dashboard Using TemplatesCreate a new dashboard quickly by selecting a pre-built template from the Dashboard Template Library.
- Dashboard: Visitor Data WidgetsUse Visitor Data widgets to track funnel views, opt-ins, and appointment activity directly on your dashboards.
- How to Change and Customize Your Dashboard ThemesCustomize your dashboard’s appearance by applying predefined themes or creating custom color themes to match your brand.
- General Widgets in the DashboardGeneral widgets provide ready-made visualizations to monitor sales performance, opportunities, funnels, tasks, and advertising metrics directly on your dashboard.
- How to Use Call Tracking Widgets in the DashboardUse Call Tracking widgets to monitor incoming and outgoing calls, analyze call duration, and evaluate team performance directly from your dashboard.
- Dashboard Exports and DatapointsDashboard Exports and Datapoints let you click into widget data, view underlying records, and export those records as CSV files for deeper analysis.
- Conversation Widgets in the DashboardConversation widgets provide real-time visibility into unread messages, conversation distribution, and team workload directly from your dashboard.
- Managing Dashboard Permissions in KyriosDashboard 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.
- Contacts Widgets in the DashboardContacts widgets let you visualize, filter, and analyze contact data directly on dashboards using counts, charts, tables, attribution, and advanced conditions.
- Set a Default DashboardSet a specific dashboard as the default so all users see the same dashboard first when they open the Dashboards page.
- Dashboard Timezone SwitcherThe Dashboard Timezone Switcher lets each user adjust dashboard data to their local timezone for accurate, consistent reporting.
- Customizing Kyrios DashboardsCustomize dashboards by adding widgets, applying filters, using attribution and source conditions, adding visual elements, duplicating widgets, applying themes, and creating custom metrics.
- Multiple Dashboards in KyriosKyrios Multiple Dashboards let you create, clone, customize, share, and manage multiple dashboards so each team or goal has its own focused set of insights.
- How to Use the Kyrios DashboardThe 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.
- Meta Ad WidgetsMeta Ad Widgets are visual reporting blocks that show Meta Facebook and Instagram ad performance inside Kyrios Dashboards and Custom Reports.
- Configure Trend Badge Colors for Dashboard WidgetsKyrios dashboard and custom report widgets can be configured so an increase or decrease is treated as a positive trend, allowing trend badge colors to match how each metric should…
- Use Custom Values in Dashboards and ReportingCustom values, account fields, and user fields can now be inserted into dashboard widget conditions and dashboard elements so content can resolve dynamically for each account.