Your Ivorey™ dashboard is fully customisable, so you can set it up to show exactly what matters most in your business. Whether you're tracking sales, appointments, payments, or team activity - you can build dashboards that help you see it all at a glance.
This guide is perfect if you want to:
Build personalised dashboards that display your most important business metrics
Add, customise, and arrange widgets to suit your reporting needs
Use widget suggestions or create dashboards from templates
Visualise data using charts, comparisons, and advanced filtering
Organise dashboards for clearer insights and more efficient workflows
Style your dashboards with themes that reflect your brand
A dashboard brings your most important numbers into one place. You can create a dashboard, add the widgets you want to track, arrange everything so your key insights are easy to find and customise it to your brand colours.
Start by creating a dashboard and giving it a clear purpose, then let widget suggestions help you build it out quickly.
From the main Ivorey™ menu, go to Dashboards > click the [⊟] boards icon drop-down, in the top left corner > and click [Add Dashboard]
Choose how to create your dashboard > and click the [Select] button on the option you prefer:
Create a Blank Dashboard
From Template Library
Clone Existing Dashboard
Enter a name for your dashboard > toggle ON if you want the board to be Private (visible only to you) - if toggled OFF the dashboard will be visible to all users in your account > and click [Confirm]
(optional) Select a goal from the suggestions, to streamline your dashboard setup > and select from the Top used widget recommendations
Mix and match suggestions or manually add widgets for complete customisation > click the [Confirm & Add] button, in the top right corner, when you’re ready
Widgets are the building blocks of your dashboard. Add them manually to display exactly the data you want to keep an eye on.
From the main Ivorey™ menu, go to Dashboards > click the [⊟] boards icon drop-down, in the top left corner > and select the dashboard you want to customise
Click the [Edit Dashboard] button, in the top right corner, to manually add widgets > and choose a widget from the available categories:
Contacts: View and analyse your contacts by source, activity, ownership, and engagement so you can understand who’s in your database and how they’re interacting with your business
Appointments: Track booking volume, attendance rates, cancellations, and upcoming appointments - all filtered by status, time range, or service type
Opportunities: Track deal activity, value, and outcomes across every stage so you can monitor pipeline health, revenue trends, and conversion performance at a glance
Visitor Data: Track website and funnel views, unique visitors, trends over time, and top-performing pages to understand how people are engaging with your content
Emails: Monitor delivery, open rates, clicks, replies, bounces, and unsubscribes to understand how your email campaigns are performing
SMS: Monitor outbound SMS volume, delivery status, and performance by source, sender, and time - so you can track how your messages are reaching contacts and where they're coming from
Calls: Track incoming and outgoing call volume, duration, and user activity - plus insights on first-time calls and team performance
Conversations: Monitor unread, assigned, and unassigned conversations across all channels - plus track team workloads and new conversations started each week
Payments: Track total revenue, payment trends, subscriptions, invoices, and refunds - along with breakdowns by channel, customer activity, and discount usage
Meta Ads: View key performance metrics from your Meta ad campaigns - including reach, engagement, conversions and more
Social Planner: Get key insights into your post performance and social growth
General: Access ready-made widgets for performance insights across multiple tools and platforms
Google Analytics: Track website traffic, user activity, and page views pulled directly from your connected Google Analytics account
Customise the widget, on the Configure tab:
Select from various Chart types, including bar charts, numeric, donut, line, bar, horizontal bar and tables
Edit the widget Title
Select a Metric to choose the data you want to show
(optional) Configure Advanced settings to set your data comparison ranges
On the Conditions tab:
Add Filters to refine your data further
Click [Save] to add the customised widget to your dashboard > and repeat to add more widgets
Click the [⋮] three dots on any widget on your dashboard > and click [Edit] to customise it
Once your widgets are in place, arrange them so your dashboard tells a clear story and your most important insights stand out. Themes let you style your dashboard and widget colours so they reflect your brand and feel like part of your business.
From the main Ivorey™ menu, go to Dashboards > click the [⊟] boards icon drop-down, in the top left corner > and select the dashboard you want to customise
Click the [Edit Dashboard] button, in the top right corner, to arrange your widgets in a logical way
Use the [⋮⋮] drag dots in the top left corner of any widget, to drag and reposition them on the board
Use the [⧸⧸] drag lines in the bottom right corner of any widget, to resize it
Click the [Add Widgets] button > and click the [Elements] tab
Add titles, images, or textboxes to group related widgets for clarity
Add embeds to display external data or content (e.g. Google reports, docs or sheets, social media posts, calendars, website pages, Loom or YouTube videos, etc.)
Click on the [Themes] tab, to customise the colours of your dashboard:
Select one of the preset themes or click [Custom]
Set your colours from the colour display or paste in HEX codes
Customise the colours for Title text, Background, Metric, Chart and Link
(optional) Click the [⋮] three dots on any widget on your dashboard > click [Edit] > and go to the [Themes] tab, to customise the widget colours specifically
Click the [X] to close the widget panel > and click the [✔ Save Changes] button in the top right corner to save your edits
Contact Count: Quickly view the total number of contacts managed by your entire team, making it ideal for tracking overall growth
Contacts by Source: See how contacts are distributed across their original sources (e.g. direct traffic, referral, paid ads)
Contacts by Medium: View contact distribution by the medium through which they were acquired (e.g. calendar, order form, quiz)
Top Sources for Contacts Created: See the top sources driving new contact creation (attribution set to latest source)
Contacts by Tags: Displays how contacts are distributed across tags like "Hot Leads" or "New Prospects" for better categorisation and analysis
Contacts by Activity: Tracks the number of contacts engaged in specific activities within a given timeframe, useful for monitoring engagement levels
Contacts by Type: Visualises how your contacts are categorised by type, helping to identify distributions and trends
Contacts by Assigned User: Provides insights into how contacts are allocated among team members, ensuring balanced workloads
Contacts by Company Name: Shows how contacts are distributed across different companies for a more detailed overview
Contacts Count Over Time: Tracks the total number of contacts added over time
Contact Count (Logged in user): Focus on the contacts assigned specifically to you. This widget highlights how many contacts you are personally responsible for
Contacts with Email: Monitors the number of contacts that have email addresses
Contacts without Emails: Keeps track of contacts without associated email addresses
Contacts with Phone Numbers: Displays the count of contacts that include phone numbers
Contacts without Phone Numbers: Tracks the number of contacts without phone numbers
Total Contacts Count (Till Date): Offers a comprehensive snapshot of all contacts created up to the present time
Total Contacts Count (This Month): Keeps a record of the total number of contacts created during the current month
Appointment Count: Track the total number of appointments. You can group the count by status or assignee to focus on specific aspects
Appointment Count over a Date Range: Monitor the number of appointments within a particular time period, grouping them by status or assignee for detailed analysis
Confirmed Appointments: Monitor the count of confirmed appointments over a specific time frame
Showed Appointments: Review the number of appointments where customers attended as scheduled
No Show Appointments: Identify how many appointments resulted in a "No Show
Cancelled Appointments: Track the count of cancelled and invalid appointments for a defined period
Appointment Counts by Status: Visualise the distribution of appointments based on their status, such as "Confirmed" or "No Show"
Appointment Count by Calendar Group: Visualise the distribution of appointments based on their assigned calendar group
Appointment Count by Source: See your appointments, grouped by calendar
No-Show Appointments Over Time: Analyse trends in "No Show" appointments over a timeline
Cancelled Appointments Over Time: Track cancellation trends over a selected time period
Upcoming Appointments (Next Week): Prepare for the week ahead by viewing the total number of scheduled appointments
Upcoming Appointment (Next week - Logged in User): Focus on your specific upcoming appointments
Last Month Booked Appointments: Analyse the total number of appointments created during the previous month
Last Month Booked Appointments (Logged in User): Review appointments created during the previous month, assigned specifically to you
Appointment Count by Service: Track the total number of service appointments, grouped by service
Appointment Count by Service Category: Track service appointments grouped by service category
Total Revenue from Service Booking: View the total revenue generated from service appointments within a timeframe
Revenue by Service: See a breakdown of revenue generated by each individual service
Revenue by Service Category: View revenue broken down by service category
Average Oorder Value (Services): See the average revenue generated per service appointment
Top Grossing Staff (Services): Identify which team members are generating the most revenue from service appointments
Top Performing Service Locations: See which locations are generating the highest revenue from service appointments
Cancelled Service Revenue: Track revenue lost from cancelled service appointments
Coupon Redemptions (Services): View the total number of coupon redemptions applied to service appointments
Revenue From Coupons (Services): See the total revenue generated from service appointments that included a coupon
Top Coupon Codes (Services): See which coupon codes are most frequently applied to service appointments
Opened Opportunities: Displays the total number of currently open opportunities, ideal for real-time tracking
Won Opportunities: Tracks opportunities that have successfully been closed as deals
Lost Opportunities: Monitors opportunities that did not convert into deals
Lost Opportunities by Reason: Breaks down lost opportunities by their respective reasons
Abandoned Opportunities: Highlights opportunities that were left without action
Opportunity Count: Provides an overview of the total number of opportunities
Opportunity Counts Over Time: Visualises how opportunities are distributed across different time periods
Opportunity Revenue Over Time: Tracks the revenue generated by opportunities over a specific time
Opportunity Counts by Status: Categorises opportunities based on their status, such as "In Progress" or "Closed"
Opened Opportunity Value: Represents the monetary value of currently open opportunities
Lost Opportunity Value: Displays the monetary value of lost opportunities
Abandoned Opportunity Value: Tracks the monetary value of opportunities left without action
Won Opportunity Value: Summarises the monetary value of opportunities successfully converted into deals
Total Opportunity Value: Shows the cumulative monetary value of all opportunities
Won opportunities this month (for you): The number of opportunities you have won in the current month
Won opportunities value this month (for you): The total monetary value of opportunities you have won this month
Won opportunities value this month: The total monetary value of all won opportunities this month
Total Funnel Views: Tracks all views across your funnels, customisable by funnel and page type
Unique Funnel Views: Counts unique visitors to your funnels
Total Website Views: Monitors total views for all websites
Unique Website Views: Tracks unique visitors across all websites
Funnel Views Trend: Displays a line chart of funnel views over time
Website Views Trend: Shows website view trends in a line chart format
Top Funnels by Unique Views: Lists the top five funnels based on unique visitor counts
Top Websites by Unique Views: Highlights the top five websites by unique visitors
Total Funnel Page Views (Last Week): Tracks total funnel views from the previous week
Unique Funnel Views (Last Week): Monitors unique funnel visitors over the last week
Total Funnel Page Views (Last Month): Tracks total funnel views for the previous month
Unique Funnel Views (Last Month): Monitors unique funnel views for the past month
Total Opt-ins (All Funnels): Summarises the total number of opt-ins across all funnels
Accepted Emails: Tracks the number of emails successfully accepted
Delivered Emails: Displays the count of emails delivered to recipients
Opened Emails: Monitors emails opened by recipients
Clicked Emails: Tracks the number of emails where links were clicked
Replied Emails: Counts the number of emails that received replies
Soft Bounced Emails: Records emails that experienced soft bounces
Hard Bounced Emails: Tracks emails with hard bounces
Failed Emails: Displays the count of email delivery failures
Unsubscribed Emails: Monitors the number of recipients who unsubscribed
Unsubscribed Emails Daily: Tracks the daily count of unsubscribed emails
Emails by Domain: Groups email data based on recipient domain
SMS by Status: View the distribution of outbound SMS by status (Sent, Delivered, Failed, etc.)
Incoming SMS Count: Track the number of inbound SMS received, filterable by direction and date range
SMS by Source Type: View outbound SMS split by source type (Workflow, Campaign, etc.)
SMS by Sender: See outbound SMS volume broken down by team member and date
SMS Volume Over Time: Track the trend of SMS sent over time by day, week, or month
Incoming Calls by Status: Groups and counts incoming calls by their status
Outgoing Calls by Status: Groups and counts outgoing calls by their status
Incoming Calls Total Call Duration: Summarises the total duration of all incoming calls
Outgoing Calls Total Call Duration: Tracks the total duration of all outgoing calls
Incoming Calls Avg. Call Duration: Displays the average duration of incoming calls
Outgoing Calls Avg. Call Duration: Shows the average duration of outgoing calls
Total Calls Placed by Call Attendee: Tracks outgoing calls grouped by the user who made the call
Incoming Calls Avg. Call Duration by Call Attendee: Displays the average duration of incoming calls by the attending user
Outgoing Calls Avg. Call Duration by Call Attendee: Tracks the average duration of outgoing calls by the user making the call
First Time Call by Status: Counts incoming calls received for the first time, grouped by status
First Time Call Avg Duration: Tracks the average duration of first-time incoming calls
First Time Call Avg Duration by Call Attendee: Displays the average duration of first-time calls grouped by the attending user
First Time Call Total Duration: Summarises the total duration of first-time incoming calls
Total Unread Messages: View the number of messages that have not been read yet
Total Unread Conversations: Tracks the count of conversation threads that remain unread
Total Unread Conversations Today: Displays the number of unread conversations where the last message was received today
Total Unread Conversations by Channel: Groups unread conversations by the channel type of the customer's last message (e.g., email, SMS)
Unread Conversations by Assignee: Indicates the number of unread conversations assigned to team members
Unread Conversations (Logged in User): Tracks unread conversations assigned to you
Conversations Distribution by Assignee: Displays the number of conversations assigned to each team member
Assigned Conversations (Logged in User): Tracks conversations specifically assigned to you
Total Unassigned Conversations: Monitors conversations not yet assigned to any team member
Unassigned Conversations by Channel: Displays unassigned conversations categorised by the channel of the last customer message
Last Message Distribution by Channels: View the distribution of last messages across different channels
New Conversations Started (This Week): Tracks the number of new conversations initiated during the current week
SLA Met Trend: Monitor the percentage of conversations meeting SLA targets over time
SLA Breached Trend: Track the percentage of conversations breaching SLA targets over time
Average Response Time Trend: See how average response times are trending over time
SLA Performance: Compare SLA performance across users and message channels
Total Revenue (Last Month): Total revenue generated in the last month, helping businesses assess recent financial performance
Total Revenue Trend: Monthly total revenue trend, useful for tracking growth or decline over time
One-Time Revenue Trend: Monthly trend for one-time payments, helping to distinguish between one-time and recurring income
Recurring Revenue Trend (Subscription): Monthly trend for recurring payments, useful for subscription-based businesses to monitor steady income
Paying Customer Trend: Monthly trend of paying customers, helping businesses evaluate customer retention and growth
Payment Success Trend: Monthly trend of successful payments, useful for tracking the effectiveness of payment processes
Payment Failed Trend: Monthly trend of failed payments, identifying areas to improve payment success rates
Revenue by Channels: Revenue breakdown by different payment channels, helping businesses analyse which channels are most profitable
Subscription Creation Trend: Monthly trend of new subscriptions, tracking growth in subscriber base
Subscription Cancellation Trend: Monthly trend of canceled subscriptions, helping businesses identify and reduce churn
Coupon Redemption Trend: Monthly trend of coupon redemptions, useful for evaluating promotional effectiveness
Coupon Redemption Amount Trend: Monthly trend of discount amounts applied, helping assess the financial impact of promotions
Invoice Sent Trend: Monthly trend of invoices sent, tracking billing and revenue generation
Invoice Paid Trend: Monthly trend of invoices paid, monitoring cash flow and payment collection
Recurring Revenue Invoice Trend: Track the monthly trend of recurring revenue invoices
Refund Trend: Monthly trend of refunds issued, useful for understanding customer satisfaction and returns
Refund Amount Trend: Monthly trend of total refund amounts, helping businesses evaluate the financial impact of refunds
Website Purchases: Purchases completed on your website from users driven by social ads traffic
Meta Ad Clicks: Total clicks on your Meta ads
Amount Spent: Total ad spend in the selected date range
Cost Per Conversion: Average cost to generate one conversion
Average CPC (Cost Per Click): Average amount paid per click
Ad Impressions: Total number of times your ads were shown
CTR (Click-Through Rate): Percentage of impressions that resulted in a click
Average CPM (Cost Per Mille): Average cost per 1,000 impressions
Conversions: Actions attributed to your ads (e.g., purchases, sign-ups) as defined by your Meta setup
Reach: Unique users who saw your ads
Top Campaigns by Ad Spend: View the total spend for each campaign in the selected period
Top Campaigns by Conversions: See the number of conversions attributed to each campaign
Top Campaigns by Website Purchases: View the website purchases generated by each campaign
Top Campaigns by Ad Clicks: See the total ad clicks recorded for each campaign
Top Campaigns by Impressions: View the total impressions served by each campaign
Top Campaigns by Reach: See the number of unique users reached by each campaign
Total Posts: View the total number of posts published across all social platforms
Posts by Social: See how posts are distributed by social media platform
Daily Post Count: Track the number of posts published per day
Total Impressions: View the total number of impressions across all social platforms
Impressions by Social: See impression distribution by social media platform
Daily Impressions: Track impressions per day
Followers: View your total follower count across all social platforms
Followers by Social: See follower distribution by platform
Daily Followers: Track follower count trends per day
Total Likes: View the total number of likes received across social media posts
Likes by Social: See likes distributed by platform
Daily Likes: Track the number of likes received per day
Total Comments: View the total number of comments received across social media posts
Comments by Social: See comment distribution by platform
Daily Comments: Track comments received per day
Total Shares: View the total number of shares across social media posts
Shares by Social: See share distribution by platform
Daily Shares: Track shares per day
Opportunity Status: View the number of opportunities grouped by status
Opportunity Value: See the total monetary value of all opportunities distributed by status
Conversion Rate: Track the conversion rate (%) and revenue generated from won opportunities
Funnel: View funnel distribution by stages, highlighting conversion rates
Stages Distribution: See the number of opportunities distributed across pipeline stages
Tasks: A list view of all tasks added in your account
Manual Actions: Track the number of manual actions (SMS and phone) in campaigns
Lead Source Report: An overview of total leads broken down by source
Google Analytics Count: A numeric overview of your Google Analytics report
Google Analytics Chart: A chart view of total website views from Google Analytics
Google Business Profile: A numeric overview of your Google Business Profile data
Facebook Ads Report: View total clicks, amount spent, CTR, and CPC for Facebook Ads
Google Ads Report: View total clicks, amount spent, CTR, and CPC for Google Ads
Sales Efficiency: A sales efficiency report for opportunities
Email Health Report: Get insights into your email deliverability to help improve your email performance
Total Users: Total number of unique users who visited your website during the selected time period
Active Users: Number of users who had an engaged session or were active on your site
New Users: First‑time visitors to your website in the selected period
Sessions Over Time: A time‑series view of total sessions across the selected date range
Engagement Rate: Percentage of engaged sessions, indicating how actively users interact with content
Bounce Rate: Percentage of sessions with no further engagement after a single page view
Average Engagement Time: Average time users actively spend engaging with your website content
Sessions by Channel: Sessions grouped by default acquisition channels (e.g. Organic Search, Paid Social)
Sessions by Source/Medium: Sessions grouped by traffic source and medium pairs (e.g. Google/organic, Facebook/social)
Top Pages by Views: Most‑viewed pages ranked by total views
Top Events: Most frequently triggered GA4 events (key interactions and behaviours)
New vs. Returning Users: Comparison of first‑time vs. returning visitors in the selected period
Device Category Breakdown: Sessions by device type (desktop, mobile, tablet)
Currently, it’s not possible to hide individual widgets (e.g. Total Revenue) on the default dashboard. However, you can create a separate dashboard for your team and only include the widgets you want them to see. You can then create a private dashboard for yourself, including the widgets you want to keep restricted. This allows you to control what data your team can access.
If your Google Analytics (GA4) is not showing any data in the dashboard widget, this is usually because the property hasn’t been fully selected in the integration settings. Selecting only the account is not enough, the property must also be selected, otherwise data will not appear in the dashboard.
To complete the setup, go to Settings > Integrations > Google > Manage > Settings > select your GA4 account > and ensure the correct Property is selected. After saving, allow 24-48 hours for the data to populate.
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
