Add Insight Widgets to Sparkforge Dashboards from Key Pages
From Opportunities, Appointment Report, and Call Report, click the Dashboard Insights icon to push relevant widgets straight to a dashboard — no navigation away required.
You can now add relevant insight widgets to your dashboards directly from a few key pages, so you can pin metrics into your daily flow without jumping into the dashboard builder.
Supported Pages
- Opportunities
- Appointment Report
- Call Report
How to Add a Widget
- Open one of the supported pages.
- Click the Dashboard Insights icon.
- Pick the dashboard where the widgets should land.
- Review the suggested widgets and confirm your selection.
- Click Add. The widgets are now on that dashboard.
- Stay on the page or jump to the dashboard to view the new insights.
More source pages will be added over time. If a page you need isn’t listed yet, expect support to roll out incrementally.
Frequently Asked Questions
Which pages can I add insight widgets from today?
Opportunities, Appointment Report, and Call Report. Additional pages are being added over time.
Do I have to leave the page to add widgets to a dashboard?
No. The Dashboard Insights icon adds widgets to any dashboard you choose without navigating away.
Can I pick which dashboard the widgets go to?
Yes. After clicking the icon, select the target dashboard before confirming.
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