Customise Your Dashboard

1. From the main Ivorey™ menu, go to Dashboard > your default dashboard will open automatically
   
   Note: If you'd like to customise a different dashboard, click the [Dashboard] drop-down in the top left corner > and select it

2. Click the [Edit Dashboard] button in the top right corner > select [+ Add widget] > and choose a widget from the available categories
   
   Note: Use the Search Widgets field, or filter by chart type, to find a widget faster. Refer to the Dashboard Widgets section below to learn more about the available widgets, and what each can be used for.

3. Customise the widget on the [Configure] tab:

   1. Select from various Chart types, including numeric, donut, line, bar, horizontal bar, and tables

   2. Edit the widget Title, using language that makes sense for you or your team

   3. Select a Metric to choose the data you want to show (e.g. a number or monetary custom field, calculated as a Sum, Min, Max, or Average)

   4. (optional) Select a Group to break your data down by a field (e.g. Tags)

   5. (optional) Configure [Advanced settings]:

      1. Date property - Choose which date the widget uses to calculate its data (e.g. Created On or Status Change)

      2. Date range override - Lock the widget to its own reporting period, separate from the dashboard date range

      3. Comparison date range - Compare the selected period with the Last period or Last year

      4. Choose whether an Increase or Decrease should be marked as positive

   6. Click [Save] when you are happy with the selection
      
      Note: The ready-made widgets that come with your default dashboard have a fixed chart type and metric. To show the data for a specific widget in a different way, replace it with a new widget from the Widgets tab instead.

4. On the Conditions tab, add filters to permanently refine the data in your widget:

   1. Click [+Add filter] > select a field > an operator > and a value (e.g. Assigned user is Logged in user, so each team member only sees their own numbers)

   2. Click [+ AND] to add another condition that must also match > or click [+ Add filter] to add a separate filter group, where either group can match
      
      Note: Available fields vary by widget. For pipeline widgets, select your pipeline from the drop-down on the widget itself, rather than in Conditions.

5. Click [Save] to add the customised widget to your dashboard > and repeat to add more widgets

6. To edit an existing widget, including the ready-made widgets on your default dashboard, click the [⋮] three dots on the widget > and click [Edit]
   
   Note: The Tasks, Manual Actions, Google Business Profile, and Email Health Report widgets don't have a Conditions tab, but you can still edit their title and date settings.

7. Click the [Save Changes] button in the top right corner to save your dashboard

1. From the main Ivorey™ menu, go to Dashboard > click the [Edit Dashboard] button, in the top right corner > click [+Add Widgets] > click the [Custom Metrics] tab > and click [+ Create Custom Metrics]

2. (optional) If you would like to use an existing widget > click on the [⋮] three dots > select [Clone] to adapt a metric you've already created

3. Enter your metric details:

   1. Metric name: Give your metric a clear name, so it's easy to find (e.g. Lead to Client Conversion Rate)

   2. Display format: Choose how the result displays, as an Integer (whole number), Float (decimal), Percentage, or Currency

   3. Description: Add a short explanation of what the metric measures, for you and your team

4. Build your Formula, by adding up to four metrics, along with operators (+, -, ×, ÷) and numbers (e.g. Won Opportunities ÷ New Leads × 100, to show your conversion rate as a percentage)

5. Under Comparison Value, choose Increase is positive, or Decrease is positive, depending on whether a higher number is a good result for this metric

6. Click [Create] to save your custom metric > and add it to your dashboard from the Custom Metrics tab

1. 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

2. Click the [Edit Dashboard] button, in the top right corner, to arrange your widgets in a logical way

   1. Use the [⋮⋮] drag dots in the top left corner of any widget, to drag and reposition them on the board

   2. Use the [⧸⧸] drag lines in the bottom right corner of any widget, to resize it

3. Click the [+Add Widgets] button > and click the [Elements] tab

   1. Add titles, images, or textboxes to group related widgets for clarity

   2. 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.)

4. Click on the [Themes] tab, to customise the colours of your dashboard:

   1. Select one of the preset themes or click [Custom]

   2. Set your colours from the colour display or paste in HEX codes

   3. Customise the colours for Title text, Background, Metric, Chart and Link

5. (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

6. Click the [X] to close the widget panel > and click the [Save Changes] button in the top right corner to save your edits

1. From the main Ivorey™ menu, go to Dashboard > click the [+ New] button in the top left corner > and choose how to create your dashboard:

   1. Create a Blank Dashboard:

      1. Enter a Dashboard name > toggle ON if you want the board to be a Private dashboard (visible only to you), or leave it OFF and set the access level for each user role (Full, Edit, View, or No Access) > and click [Confirm]

      2. (optional) Select a goal from the suggestions to streamline your dashboard setup > and select from the Top used widget recommendations

      3. 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

   2. From Template Library > click to [Preview] and [Choose] the dashboard that fits your needs > and proceed to edit the template dashboard

   3. Clone Existing Dashboard > choose which dashboard to clone from the drop-down > edit the name and access settings > click [Clone] > and proceed to edit the duplicate dashboard

2. Follow the steps above to customise your new dashboard

1. From the main Ivorey™ menu, go to Dashboard > click the [Dashboard] drop-down, in the top left corner > and search for or select the dashboard you want to view

   1. Click the 📌 pin icon next to any dashboard to keep it at the top of your list

2. Click the 🗓 date range drop-down, in the top right corner (it may show as Last 30 days, depending on your setup) > and select the period you want to report on
   
   Note: Your selected date range is saved, so your dashboard opens with your last selection next time. Any widget with its own date range override will keep its own reporting period.

3. Review your insights > and click on the data inside any widget, to view the records or opportunities behind the number:

   1. Click the [⟳] arrow icon, in the top right corner, to export the data

   2. Click the ✨ sparkle icon in the top right corner > and click [Summarize dashboard] to have Ask AI summarise the key numbers and trends on your dashboard
      
      Note: You can also ask follow-up questions about your dashboard. Refer to our Ask AI guide to learn more.

4. Click the [⋮] three dots in the top right corner > and choose from the following options:

   1. Clone: Create a copy of the dashboard

   2. Set as default dashboard: Make this the dashboard everyone sees first when they open Dashboard > and click [Confirm]

   3. Manage dashboard timezone: Choose between your User Timezone or the Location Default Timezone > and click [Save]

   4. Manage permissions: Toggle Private ON so only you can see the dashboard, or toggle it OFF and set the access level for each user role > and click [Save]
      
      Note: Only the dashboard owner, or users with Full access, can manage permissions, set a default dashboard, or delete a dashboard.

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:

• 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 Owner: 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): Focuses 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, regardless of your dashboard date range

• Total Contacts Count (This Month): Keeps a record of the total number of contacts created during the current month, regardless of your dashboard date range

Track booking volume, attendance rates, cancellations, and upcoming appointments - plus revenue, staff and coupon insights for Services and booking, revenue and inventory insights for Rentals:

Meetings

• 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

Services

• 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 Order 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

Rentals

• Total Listings Booked: View the total number of rental bookings created in the selected period

• Total Listings Booked by Status: See how your rental bookings are distributed by status (e.g. confirmed, pending, cancelled)

• Total Rental Revenue (Excluding Security Deposits): View your rental revenue, separate from refundable security deposits

• Security Deposit Collected: Track the security deposits collected from rental bookings

• Average Rental Value: See the average revenue generated per rental booking

• Revenue by Listing: See a breakdown of revenue generated by each rental listing

• Booking Count by Listing: See which listings are booked most often

• Upcoming Rentals: View rentals scheduled for the upcoming week

• Overdue Rentals: Track rentals past their end date that haven't been completed

• Unconfirmed Rentals: View rental bookings that are still pending confirmation

• Active Rentals: See the rentals currently in progress

Track deal activity, value, and outcomes across every stage so you can monitor pipeline health, revenue trends, and conversion performance at a glance:

• 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

Track website and funnel views, unique visitors, trends over time, and top-performing pages to understand how people are engaging with your content:

• 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

Monitor delivery, open rates, clicks, replies, bounces, and unsubscribes to understand how your email campaigns are performing:

• 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

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:

• 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

Track incoming and outgoing call volume, duration, and user activity - plus insights on first-time calls and team performance:

• 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

Monitor unread, assigned, and unassigned conversations across all channels - plus track team workloads, response times, and new conversations started each week:

• 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

Track total revenue, payment trends, subscriptions, invoices, and refunds - along with breakdowns by channel, customer activity, and discount usage:

• 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

View key performance metrics from your Meta ad campaigns, including reach, engagement, conversions, and more:

• 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

Track your spend, clicks, impressions, and conversions from your connected Google Ads account, including breakdowns by campaign:

• Total Conversions: View the total number of conversions from your Google Ads campaigns

• Conversions Over Time: Track how your conversions are trending over the selected period

• Total Cost: See your total Google Ads spend in the selected date range

• Cost Over Time: Track how your ad spend is trending, so there are no surprises at the end of the month

• Total Clicks: View the total number of clicks on your Google Ads

• Clicks Over Time: Track how your clicks are trending over the selected period

• Total Impressions: See the total number of times your ads were shown

• Impressions Over Time: Track how your impressions are trending over the selected period

• Clicks by Campaign: See your clicks broken down by campaign to spot your top performers

• Conversions by Campaign: See your conversions broken down by campaign to identify what's working

• CPC (Cost Per Click): View the average amount paid per click

Get key insights into your post performance and social growth:

• 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

Track your reviews, average ratings and trends to better understand your brand reputation:

• Requests sent: See how many review requests you've sent

• Requests by channel: Compare your review requests by channel

• Requests by status: Compare your review requests by delivery status

• Requests trend: Track the review requests you've sent over time

• Total reviews: See the total number of reviews you've received

• Reviews by rating: Compare your reviews by star rating

• Reviews by sentiment: Compare your reviews by sentiment

• Reviews by source: Compare your reviews by connected platform

• Reviews trend: Track the reviews you've received over time

• Average rating: See your average star rating

• Ratings trend: Track your average rating over time

• Response rate: See the share of reviews you've replied to

• Average response time: See how quickly you respond to reviews

• Response rate trend: Track how often you respond to reviews over time

• Average response time trend: Track how quickly you respond to reviews over time

• Responses: Compare your reviews by how they were answered

Access ready-made widgets for performance insights across multiple tools and platforms:

• 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

Track website traffic, user activity, and page views pulled directly from your connected Google Analytics account:

• 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)

It's not possible to hide individual widgets (e.g. Total Revenue) from specific users on a shared dashboard. However, you can create a separate dashboard for your team that only includes the widgets you want them to see, and keep a private dashboard for yourself with the widgets you want to keep restricted. This allows you to control what data your team can access.

You can’t edit a dashboard if you don’t have access. Each dashboard has its own access levels. If a dashboard has been shared with you at View level, you can see it but won't have the option to edit it. You'll need Edit or Full access, so ask the dashboard owner or your account admin to update your access under Manage permissions. Any dashboard you create yourself is fully editable by you.

Won or Lost numbers change when a widget uses Status Change as its date property. Status Change reflects the most recent time an opportunity's status changed, so if an opportunity is reopened or marked as lost again, its date updates and moves into a different period. For more stable historical numbers, edit the widget and set the Date property to Created On instead, then filter by status in the Conditions tab.

The values in the Lead Source Report are only visible to users with permission to view lead value. If you can see the counts but not the values, ask your account admin to check your user permissions. Refer to our Add and Manage Users guide to learn more.

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.