Custom Dashboards

Stat Widgets

Single KPIs like total calls, average duration, success rate, or bookings today.

Chart Widgets

Visual trends with 8 chart types: line, bar, area, pie, donut, polar area, radar, radial bar.

Table Widgets

Detailed records with custom columns, sorting, pagination, and filters.

Create a Dashboard

1. Click Create Custom Dashboard in the sidebar.
2. Enter a name (e.g., Sales Performance).
3. Choose an icon.
4. Click Create Dashboard.

Adding a Widget — Preset

1. Click Unlock to Customize (if shown).
2. Click Add.
3. Select a preset widget (marked with emoji).
4. Click Save.

Adding a Widget — Custom

1. Click Manage Widgets → Create New Widget.
2. Choose type: Statistic, Chart, or Table.
3. Configure data source and options.
4. Save widget.
5. Add it to the dashboard.

Stat Widget

Single number KPI with optional comparison and mini-trend.

Common Uses

• Total calls (today / week / month)
• Average call duration
• Success / booking rate

Key Options

• Data Source: calls, leads, campaigns, assistants, phone_numbers, sms.
• Aggregation: count, sum, average, max, min.
• Color: primary (blue), success (green), warning (orange), danger (red), info (cyan), gray.
• Label & Description: Title + helper text.
• Mini Chart: Show daily trend sparkline (optional).
• Compare: % change vs previous period.
• Date Range: today, yesterday, last week, last month, last 3 months, last year.
• Conditions / Filters: same filter system as charts.

Chart Widget

Visualize trends and distributions.

Chart Types

• Line: Trends over time (supports smooth/straight/step).
• Bar: Compare categories or periods.
• Area: Filled trend chart.
• Pie / Donut: Proportions (requires group by).
• Polar Area: Circular distribution (requires group by).
• Radar: Multi-axis comparison.
• Radial Bar: Single progress / percentage.

Key Options

• Data Source & Aggregation (same as Stat).
• Chart Type & Color.
• Group By Period: hour, day, week, month.
• Group By Field: e.g., status, campaign, assistant (any categorical column).
• Chart Height: 200–800 px.
• UI Toggles: gridlines, legend, tooltips, data labels, toolbar.
• Line Curve: smooth / straight / step; Line Width: 1–10 px.
• Gradient: (radial bar only).
• Date Range & Filters (see “Filtering Data”).

Table Widget

Sortable records with custom columns & pagination.

Examples

• Recent calls with outcomes
• Failed calls to review
• Lead contact history

Key Options

• Data Source: calls, leads, campaigns, assistants.
• Campaign Filter: narrow to specific campaigns.
• Assistant Filter: narrow to specific assistants.
• Field/Column Selection: add base & relationship fields (e.g., lead variables).
• Sort: any column; direction: newest→oldest or oldest→newest.
• Rows per Page: 1–100.
• Date Range & Conditions (see below).

Filters

• Date Range: today, yesterday, last week, last month, last 3 months, last year, or custom.
• Conditions (multi-filter): e.g., status = success, campaign in [X,Y], assistant = SalesBot.
• Evaluation Fields: filter by call evaluation outputs (e.g., sentiment, score).
• Variables: filter by extracted variables (post-call) or custom lead variables:
  extracted_variables.appointment_booked = true
  variables.customer_name = "Jane Doe"

Steps

1. Navigate to Custom Dashboard.
2. Click Manage Widgets → Create New Widget.
3. Select widget type: Statistic, Chart, or Table.
4. Follow the 2–3 step wizard (source, options, style).
5. Save and Add to Dashboard. Drag to reposition and resize.