Your dashboard gives you an overview of your business stats, such as opportunities you’ve closed or appointments that have been rescheduled.

However, when in need of specific widgets, selecting them from the drop-down menu can be confusing, so we’ll show you how to use this feature to add relevant dashboard widgets directly from key pages.

Which Sections Can I Add Widgets From? #

You can use this method from:

• The Call Report tab in the Reporting section.
• The Appointment Report tab in the Reporting section.
• The Opportunities tab inside the Opportunities section.

How Do I Add Dashboard Insights? #

To add a new widget directly from one of the supported pages, start by locating the grid icon (in Opportunities, click the three-dot icon to access it).

Select the dashboard from the drop-down menu.

Uncheck the box next to the widgets you don’t want to add (1). All widgets will have the selection box checked by default; any widget with this box checked will be added to your dashboard (2).

Click Confirm & Add to include the widgets in your dashboard.

📌 Note: Clicking Navigate to Dashboard will not include the widgets; instead simply redirects you to the Dashboard.

Once the widget is included, you can close the window (1) to remain in the same section or click “View Dashboard” (2) to be redirected to the Dashboard section.

The widgets will be added at the bottom of your widget, where you can click the pencil icon to enter editing mode and relocate, resize, or add filters to them.

Making the dashboard creation and update process easier, leading to tailored insights that help you make business decisions based on facts.

Frequently Asked Questions #

Which pages can I add dashboard widgets from? #

You can add widgets directly from the Call Report tab and Appointment Report tab in the Reporting section, and from the Opportunities tab in the Opportunities section.

How do I add a widget from a key page? #

Locate the grid icon on the supported page (use the three-dot icon in Opportunities), select a dashboard from the drop-down, choose which widgets to include, then click Confirm & Add.

Why didn’t my widgets get added when I clicked Navigate to Dashboard? #

Clicking Navigate to Dashboard does not include the widgets; it simply redirects you to the Dashboard. Use Confirm & Add to actually add the widgets.

How do I choose which widgets are added? #

All widgets are checked by default. Uncheck the box next to any widget you don’t want, and any widget that remains checked will be added to your dashboard.

Where do the new widgets appear on my dashboard? #

The widgets are added at the bottom of your dashboard, where you can click the pencil icon to enter editing mode and relocate, resize, or add filters to them.

What happens after I confirm adding widgets? #

You can close the window to remain in the same section or click “View Dashboard” to be redirected to the Dashboard section.