Enhancing your business analytics just got easier with the latest update to customizable widgets, which now allows users to filter opportunities on their dashboards. This new feature significantly improves the ability to analyze and visualize opportunities, enabling businesses to gain a deeper understanding of their opportunity statuses. In this guide, we will walk you through the steps to create a new dashboard with a focus on the Lost Reason filter for opportunities. Additionally, we'll cover advanced customization options, including adding titles, textboxes, images, and new source filters for contacts and opportunities. By the end of this article, you'll be equipped to leverage these features to enhance your dashboard's functionality and visual appeal, ultimately driving better decision-making and performance insights.
How-to Steps:
Accessing Widgets Settings:
Navigate to the dashboard settings in your WarPlan account.
Go to the 'Widgets' section.
Adding a Lost Reason Filter:
Click on 'Add Widget' to create a new widget.
Select 'Opportunities' as the data source.
Choose the 'Lost Reason' filter from the available options.
Customize the filter by selecting specific reasons for lost opportunities.
Customizing the Widget Display:
Select the type of visualization for your widget (e.g., pie chart, table).
Configure the widget settings to display the filtered data effectively.
Save the widget to add it to your dashboard.
Using Advanced Settings:
Access advanced settings to further customize the widget.
Set additional filters and parameters to refine the displayed data.
Apply the settings and save the changes.
Opportunity Widgets: Attribution and UTM Parameters
Opportunity widgets give users deeper insights and more control over their sales data. With Attribution and UTM parameters, you can filter and analyze opportunities based on the first or last attribution, providing a clearer picture of which channels and campaigns drive your sales efforts.
Benefits: These features allow you to create detailed widgets using various UTM properties like UTM Campaign, UTM Source, and more, enabling you to generate customized reports and visualizations.
Navigation: Enter Edit mode on your dashboard, add a widget under the Opportunity category, switch to the condition tab, and configure your attribution parameters.
Note: UTM parameters and fields are visible only in Table and Granular insights views when an attribution type is added in widget conditions.
Enhancing Your Dashboard:
Titles:
Incorporate titles or headers into your dashboard to establish organized sections and group widgets according to themes or categories.
Textboxes:
Deliver crucial information or to-do lists to your team members directly on the dashboard. Textboxes can contain guidelines on interpreting widget data or reminders for essential tasks, facilitating efficient communication and organization.
Images:
Boost the visual appeal of your dashboard by embedding images. Whether it’s logos, charts, or infographics, images provide additional context and make your dashboard more engaging visually.
How It Works:
Creating a Dashboard: Navigate to your dashboard settings and create a new test dashboard.
Adding Elements: Click on the "Add Widget" button. Alongside your regular widgets, you’ll now see options for new elements like titles, images, and textboxes.
Switch to the Elements tab.
Choose from Titles, Textboxes, or Images.
Configure the element to suit your needs.
Save your changes.
Contact Source and Opportunity Source
Contact Source: A new "Source" filter added to contact widgets.
Opportunity Source: A new "Source" filter added to opportunity widgets.
Table widget: Both properties are added as columns for table widgets for granular insights.
How It Works
Enter Edit mode on your Dashboard.
Click on "Add Widget."
Choose any widget from the Contacts or Opportunity category.
Switch to the Conditions tab.
Add a condition and select "Source."
Configure the widget settings as per your requirements.
Save your changes.
Why it Matters
These new filters give you greater control over the widgets and insights on your dashboard. Create custom widgets for different contact or opportunity sources to gain a deeper understanding and actionable insights.
Benefits:
Improved Analysis: Understand the reasons behind lost opportunities by visualizing data with customized widgets.
Enhanced Decision-Making: Make informed decisions by identifying patterns and common reasons for lost deals.
User-Friendly Interface: Easily add and customize widgets to suit your business needs.
Pro Tips:
Combine Filters: Use multiple filters to gain deeper insights into lost opportunities.
Regular Updates: Regularly update your widgets to reflect the most recent data for accurate analysis.
Dashboard Layout: Arrange widgets on your dashboard to provide a comprehensive view of your sales performance.
FAQ/Use Cases:
Can I apply multiple filters to a single widget?
Yes, you can apply multiple filters to a single widget to narrow down the data and gain specific insights.
What types of visualizations are available for widgets?
You can choose from various visualization types, such as pie charts, bar graphs, and tables, to best represent your data.
How do I edit an existing widget?
To edit an existing widget, go to the dashboard settings, select the widget you want to modify, and update the settings as needed.