Contacts widgets for dashboards
Contact widgets are pre-built reporting blocks that track your organization's contacts — counts and breakdowns by activity, tags, type, assignee, company, source, and medium.
The contact widgets
JourneyCARE dashboards offer 17 contact widgets, each reporting on one aspect of your contact data.
Widget |
|---|
Contacts Count |
Contacts Count (Logged in user) |
Contacts Count Over Time |
Contacts Counts by Activity |
Contacts Counts by Tags |
Contacts Counts by Type |
Contacts by Assigned User |
Contacts by Company Name |
Contacts by Medium |
Contacts by Source |
Contacts with Email |
Contacts with Phone Number |
Contacts without Email |
Contacts without Phone Number |
Top Sources for Contacts Created |
Total Contacts Count (This Month) |
Total Contacts Count (Till Date) |
Chart types
Contact widgets support six chart types:
Number
Donut
Bar
Line
Horizontal Bar
Table
Group By fields
Contact widgets can group results by these fields:
Assignee
Source
Tags
Followers
Company Name
Contact Type
Country
Activity
Session Source
Medium
Date properties and fixed scopes
Contact widgets can be filtered by the date properties Created On, Updated On, Birth Date, and Last Activity.
Two widgets report on a fixed date scope that does not follow the dashboard's date range: Total Contacts Count (This Month) uses a fixed This Month scope, and Total Contacts Count (Till Date) uses a fixed Till Date scope.
Attribution behavior
Contacts by Medium, Contacts by Source, and Top Sources for Contacts Created include built-in Latest Attribution filtering.
Attribution fields require selecting Attribution as First Attribution or Latest Attribution before child fields such as Medium, Session Source, and UTM fields become available — see Add attribution and UTM filters to custom widgets.
Contacts Count (Logged in user) reflects the report owner when included in a scheduled report.
Where contact widgets appear
Contact widgets are available in Dashboards and Custom Reports. For the full list of dashboard widget categories, see Dashboard widgets overview.
Data notes
Contacts by Source and Contacts by Medium only show contacts with recorded attribution data.
Quick Filters apply only to compatible data sources and can further narrow widget-level conditions (see Use quick filters on dashboards).
To add custom fields as columns in a Contacts table widget, see Add custom fields to dashboard table widgets.