> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intellixent.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Dashboards

> Build personalised analytics views with drag-and-drop widgets to track the metrics that matter most to your business.

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.

## Widget types

<CardGroup cols={3}>
  <Card title="Stat widgets" icon="chart-simple">
    Display a single metric — total calls, average duration, success rate — with an optional trend line and period-over-period comparison.
  </Card>

  <Card title="Chart widgets" icon="chart-line">
    Visualise trends and distributions with 8 chart types including line, bar, pie, donut, and radial bar.
  </Card>

  <Card title="Table widgets" icon="table">
    Show detailed records with custom columns, sorting, and filters. Rows link directly to the underlying record.
  </Card>
</CardGroup>

## Creating a dashboard

<Steps>
  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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
```

## Layout tips

| Widget type   | Recommended width         |
| ------------- | ------------------------- |
| Stat widgets  | 3–4 columns (3–4 per row) |
| Chart widgets | 6–12 columns              |
| Table widgets | 12 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.

## Common dashboard examples

### 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

### Support quality dashboard

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

### 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

## Troubleshooting

<AccordionGroup>
  <Accordion title="Widget shows no data">
    * 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.
  </Accordion>

  <Accordion title="Dashboard loads slowly">
    * 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.
  </Accordion>

  <Accordion title="Dashboard not appearing in sidebar">
    * Refresh the page.
    * Check that your plan includes the Custom Dashboards feature.
  </Accordion>
</AccordionGroup>

## Next steps

* [Configure widget types](/custom-dashboards/overview) — detailed reference for all stat, chart, and table options