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Custom dashboards let you create tailored analytics pages using stat, chart, and table widgets. You control which metrics appear, how they are visualised, and how they are arranged — giving you a view of your call data that fits your specific workflow.

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Widget types

Stat widgets

Display a single metric — total calls, average duration, success rate — with an optional trend line and period-over-period comparison.

Chart widgets

Visualise trends and distributions with 8 chart types including line, bar, pie, donut, and radial bar.

Table widgets

Show detailed records with custom columns, sorting, and filters. Rows link directly to the underlying record.

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Creating a dashboard

1

Create the dashboard

  1. Click Create Custom Dashboard in the sidebar.
  2. Enter a name (for example, “Sales Performance” or “Support Quality”).
  3. Choose an icon.
  4. Click Create Dashboard.
2

Add widgets

You can add widgets using presets or by building a custom widget from scratch.Using presets (21 ready-made widgets):
  1. Click Unlock to customize.
  2. Click Add.
  3. Select a preset widget.
  4. Click Save.
Building a custom widget:
  1. Click Manage Widgets → Create New Widget.
  2. Choose a type: Statistic, Chart, or Table.
  3. Configure the data source, aggregation, filters, and display options.
  4. Save the widget, then add it to your dashboard.
3

Arrange the layout

  1. Click Unlock to customize to enter edit mode.
  2. Drag widgets to reorder them.
  3. Resize widgets by dragging their edges (1–12 columns wide).
  4. Remove widgets using the X button.
  5. Click Save to persist the layout, then Lock to exit edit mode.

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Filtering widget data

All widget types support date range filters and custom conditions. Date ranges: Today, Yesterday, Last 7 / 14 / 30 / 60 / 90 days, Last 6 months, Last year Conditions — AND filters you stack to narrow data:
  • status = completed
  • duration > 60
  • assistant name = "Sales Bot"
Evaluation field filters — Filter by post-call extracted variables: 
Column: Extracted Variables
Variable Name: appointment_booked
Operator: =
Value: true

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Layout tips

Widget typeRecommended width
Stat widgets3–4 columns (3–4 per row)
Chart widgets6–12 columns
Table widgets12 columns (full width)
Place your most important KPIs at the top, group related metrics together, and put tables at the bottom where they have room to display.

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Common dashboard examples

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Sales dashboard

  • Stat — Successful calls filtered by appointment_booked = true
  • Chart — Daily trend of successful calls (line chart, last 30 days)
  • Table — Recent calls with appointment details

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Support quality dashboard

  • Stat — Average call duration
  • Chart — Call status breakdown (pie chart)
  • Table — Recent calls with evaluation scores

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Campaign performance dashboard

  • Stat — Total campaign calls
  • Chart — Calls per campaign (bar chart, grouped by campaign name)
  • Table — All campaigns with status and call counts

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Troubleshooting

  • Expand the date range to include a period with records.
  • Check that conditions are not too restrictive.
  • Confirm you have records of the selected data source type.
  • Keep widget count under 20 per dashboard.
  • Apply date range filters to limit the data scanned.
  • Use COUNT aggregation where possible — it is faster than SUM or AVG.
  • Clear your browser cache.
  • Refresh the page.
  • Check that your plan includes the Custom Dashboards feature.

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Next steps