Dashboard

Dashboard widgets overview

Dashboard widgets visualize and monitor key metrics, and they are the building blocks of every JourneyCARE dashboard. Add a widget from the top-right corner of a dashboard with Add Widget; for the full workflow, see Create a custom dashboard.

Widget categories

Predefined widgets are organized into nine categories: Contacts, Appointments, Opportunity, Visitor Data, Emails, Calls, Conversations, Payments, and General.

Contacts

  • Contact Count

  • Contact Count (Logged in user)

  • Contacts by Tags

  • Contacts by Activity

  • Contacts by Type

  • Contacts by Assigned User

  • Contacts by Company Name

  • Contacts with Email

  • Contacts without Emails

  • Contacts with Phone Numbers

  • Contacts without Phone Numbers

  • Total Contacts Count (Till Date)

  • Total Contacts Count (This Month)

  • Contacts Count (Logged in User)

Appointments

  • Appointment Count

  • Appointment Count over a Date Range

  • Appointment Counts by Status

  • Booked Appointments

  • Confirmed Appointments

  • Showed Appointments

  • No Show Appointments

  • Cancelled Appointments

  • No Show Rate Over Time

  • Upcoming Appointments (Week)

  • Upcoming Appointment (Logged in User)

  • Past Month Created Appointments

  • Past Month Created Appointments (Logged in User)

  • Upcoming Appointments (Logged in User)

  • Upcoming Appointments for Next Week

Opportunity

  • Opened Opportunities

  • Won Opportunities

  • Lost Opportunities

  • Abandoned Opportunities

  • Opportunity Count

  • Opportunity Counts Over Time

  • Opportunity Revenue Over Time

  • Opportunity Counts by Status

  • Opened Opportunity Value

  • Lost Opportunity Value

  • Abandoned Opportunity Value

  • Won Opportunity Value

  • Total Opportunity Value

  • Lost Opportunities By Reason

Visitor Data

  • Total Funnel Views

  • Unique Funnel Views

  • Total Website Views

  • Unique Website Views

  • Funnel Views Trend

  • Website Views Trend

  • Top Funnels by Unique Views

  • Top Websites by Unique Views

  • Total Funnel Page Views (Last Week)

  • Unique Funnel Views (Last Week)

  • Total Funnel Page Views (Last Month)

  • Unique Funnel Views (Last Month)

  • Total Opt-ins (All Funnels)

Emails

  • Accepted Emails

  • Delivered Emails

  • Opened Emails

  • Clicked Emails

  • Replied Emails

  • Soft Bounced Emails

  • Hard Bounced Emails

  • Failed Emails

  • Unsubscribed Emails

  • Unsubscribed Emails Daily

  • Emails By Domain

Calls

  • Incoming Calls by Status

  • Outgoing Calls by Status

  • Incoming Calls Total Call Duration

  • Outgoing Calls Total Call Duration

  • Incoming Calls Avg. Call Duration

  • Outgoing Calls Avg. Call Duration

  • Total Calls Placed by Call Attendee

  • Incoming Calls Avg. Call Duration by Call Attendee

  • Outgoing Calls Avg. Call Duration by Call Attendee

  • First Time Call by Status

  • First Time Call Avg Duration

  • First Time Call Avg Duration by Call Attendee

  • First Time Call Total Duration

Conversations

  • Total Unread Conversations

  • Total Unread Conversations today

  • Total Unread Conversations by Channel

  • Unread Conversations by Assignee

  • Unread Conversations (logged in user)

  • Conversations Distribution by Assignee

  • Assigned Conversations (logged in user)

  • Total Unassigned Conversations

  • Unassigned Conversations by Channel

  • New Conversations started (This Week)

Payments

  • Total Revenue (Last Month)

  • Total Revenue Trend

  • One-Time Revenue Trend

  • Recurring Revenue Trend

  • Paying Customer Trend

  • Payment Success Trend

  • Payment Failed Trend

  • Revenue by Channels

  • Subscription Creation Trend

  • Subscription Cancellation Trend

  • Coupon Redemption Trend

  • Coupon Redemption Amount Trend

  • Invoice Sent Trend

  • Invoice Paid Trend

  • Refund Trend

  • Refund Amount Trend

General

  • Opportunity Status

  • Opportunity Value

  • Conversion Rate

  • Funnel

  • Stages Distribution

  • Tasks

  • Manual Actions

  • Lead Source Report

  • Google Analytics Count

  • Google Analytics Chart

  • Google Business Profile

  • Facebook Ads Report

  • Google Ads Report

  • Sales Efficiency

Five General widgets include a Pipeline dropdown: Opportunity Status, Opportunity Value, Conversion Rate, Lead Source Report, and Sales Efficiency.

Chart types and metrics

Widgets use one of six chart types, and they can use a predefined chart type or a custom configuration.

  • Numeric/Count

  • Donut

  • Line

  • Bar

  • Horizontal Bar

  • Tables

Widgets calculate their values with these metrics:

  • Sum

  • Min

  • Max

  • Avg

  • Count

Dashboard elements and themes

Elements organize a dashboard and communicate context alongside the widgets.

  • Titles or headings organize sections and group widgets by theme or category.

  • Textboxes carry instructions, information, and task reminders.

  • Images display logos, charts, and infographics.

Apply a predefined theme or custom colors to the dashboard as a whole or to individual widgets.

Call attendee and Source Action Name

In the Calls widgets, "Call attendee" means the team member who participated in the call by making or receiving it.

For table charts of workflow-associated emails, Source Action Name can show the workflow step name.

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