Before You Dive In

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

How to Set Up Your Ivorey™ Dashboard

Step 1: Create a Dashboard Using Widget Suggestions

1. Click [Add Dashboard]

2. Choose one of the following options: Create a Blank Dashboard, From Template Library, or Clone Existing Dashboard > [Select] to continue with the option you chose. Then, enter a name for your dashboard and configure permissions if needed

3. (Optional) Streamline your dashboard setup with goal-based suggestions and top-used widget recommendations

4. Mix and match suggestions or manually add widgets for complete customisation

Step 2: Add a Widget Manually

1. Click on [Edit Dashboard] to manually add widgets

2. 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
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
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

3. Customise the Widget

Choose the data you want to show, and adjust filters, groups, and layout to fit how you want to see it

4. Visualise Data with Charts and Metrics

Select from various chart types, including bar charts, numeric, donut, line, bar, horizontal bar and tables
Use supported metrics like Sum, Minimum, Maximum, Average, and Count to refine your data visualisation

Step 3: Organise Your Dashboard

Arrange your widgets in a logical way
- You can reposition widgets by holding down the right-click on your mouse and dragging them to the desired location
- Use elements like titles, images, and textboxes to group related widgets for clarity

2. (Optional) Select [Comparison Date Range] under [Advanced Settings] if required. Click [Save] to see your updated multi-metric visualisation

3. Analyse and Act

Review insights provided by widgets regularly
Adjust settings or add new widgets as your reporting needs evolve

Ivorey™ Dashboard Widget Overview

Contact Widgets

Contact Count: Quickly view the total number of contacts managed by your entire team, making it ideal for tracking overall growth
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 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 categorized 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 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
Contacts Count (Logged in User): Specifically tracks the number of contacts assigned to the logged-in user

Appointment Widgets

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
Appointment Counts by Status: Visualise the distribution of appointments based on their status, such as "Confirmed" or "No Show"
Booked Appointments: Keep track of the total booked appointments within a selected date range
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
No Show Rate Over Time: Analyse trends in "No Show" appointments over a timeline
Upcoming Appointments (Week): Prepare for the week ahead by viewing the total number of scheduled appointments
Upcoming Appointment (Logged in User): Focus on your specific upcoming appointments
Past Month Created Appointments: Analyse the total number of appointments created during the previous month
Past Month Created Appointments (Logged in User): Review appointments created by the logged-in user over the past month
Upcoming Appointments (Logged in User): Stay updated on your personal schedule with the count of upcoming appointments
Upcoming Appointments for Next Week: Plan ahead by viewing the total number of appointments scheduled for the next week, including both confirmed and pending bookings
Past Month Created Appointments: Assess the activity from the previous month by reviewing the total appointments created
Past Month Created Appointments (Logged in User): Delve into personal statistics by tracking appointments created by the logged-in user over the past month

Opportunity Widgets

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
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
Lost Opportunities by Reason: Breaks down lost opportunities by their respective reasons

Visitor Data Widgets (Websites/Funnels)

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

Email Widgets

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

Call Widgets

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

Conversation Widgets

Total Unread Conversations: Tracks the count of conversations 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 for the logged-in user
Conversations Distribution by Assignee: Displays the number of conversations assigned to each team member
Assigned Conversations (Logged in User): Tracks conversations specifically assigned to the logged-in user
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
New Conversations Started (This Week): Tracks the number of new conversations initiated during the current week

Payment Widgets

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 – 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
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

Meta Ads

Website Purchases: Purchases completed on your website from users driven by social ads traffic
Conversions: Actions attributed to your ads (e.g., purchases, sign-ups) as defined by your Meta setup
Meta Ad Clicks: Total clicks on your Meta ads
Amount Spent: Total ad spend in the selected date range
Average CPC (Cost Per Click): Average amount paid per click
Cost Per Conversion: Average cost to generate one conversion
Ad Impressions: Total number of times your ads were shown
Reach: Unique users who saw your ads
Average CPM (Cost Per Mille): Average cost per 1,000 impressions
CTR (Click-Through Rate): Percentage of impressions that resulted in a click

Google Analytics

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 behaviors)
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)