Dashboard Widgets
23 guides covering dashboard widgets on the Sparkforge platform.
- Add Insight Widgets to Your Dashboard 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
- Attribution and UTM parameters as filters on custom widgets On Contact and Opportunity dashboard widgets, add an Attribution condition (First or Latest) and pick UTM fields like Source, Medium, Campaign, or AdId to slice
- Create Custom Metrics in Sparkforge Dashboards & Reports Custom Metrics let you define KPIs by combining data from multiple sources with your own formulas. Add them as widgets to any dashboard or report, and push them
- Custom Object Widgets for Dashboard and Reporting Custom Object Widgets put your Sparkforge Custom Objects — pets, properties, cases, anything you track — into dashboard charts using Count, Sum, and Average met
- Dashboard Widget Filters: Groups, OR Logic, and Chart Picker Open a widget's Configure tab to set chart type, metrics, and grouping. Use Conditions to apply AND filters within a group and OR logic between groups.
- Duplicating widgets on a dashboard Use the Duplicate Widget option in a Sparkforge dashboard to copy any widget, tweak the settings, and save it as a new one. Faster than rebuilding from scratch.
- Edit widgets on the dashboard Click EDIT on the dashboard, open the widget's three-dot menu, choose Edit, change settings, then click Save and Save Changes.
- Embed External Content on a Sparkforge Dashboard | Guide The Embed element on a Sparkforge dashboard accepts a URL or full iframe snippet to display YouTube, TikTok, Instagram, Google Docs, Loom, social feeds, and mor
- FAQs Custom dashboard widgets are available on higher Sparkforge plans, with role-based view and edit access. Filter conditions and date-property settings control wh
- Google Analytics Widgets for Sparkforge Dashboards Connect a GA4 property to Sparkforge once, then drop pre-built widgets like Total Users, Sessions by Channel, and Top Pages onto dashboards or scheduled custom
- How Funnels and Stage distribution widgets work The Funnel widget shows opportunities cumulatively from each stage forward (including all WON deals), while the Stage Distribution widget shows OPEN opportuniti
- How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard The Sales Efficiency widget surfaces average sales duration, total sales value, and sales velocity on the Sparkforge dashboard. Filter by user or pipeline for g
- How to Create & Add Dashboard Widgets Open your Sparkforge dashboard, click Add Widget, choose a chart type and category, set metrics and filters, then save. Repeat for each metric you want to track
- How to Customize Dashboards by Adding Titles, Images, and Text Boxes Sparkforge dashboards now support three layout elements: titles, text boxes, and images. Add them from Edit mode under the Elements tab to organize widgets and
- How to inject User/Sub account Properties in Iframes on Sub Account Dashboards Use {{location.id}}, {{location.name}}, and {{user.firstName}}-style placeholders inside an Embed object's URL on a Sparkforge sub-account dashboard to pass dyn
- How to use Table Charts for Dashboard Widgets Edit any Sparkforge dashboard, add a widget, switch the chart type to Table, and pick the columns plus the sort column to control how the data displays.
- Meta Ad Widgets for Dashboards & Reporting in Sparkforge Meta Ad Widgets pull spend, clicks, conversions, reach, and top-campaign data from a connected Meta ad account into Sparkforge dashboards and custom reports. Fi
- Payments Widget - Dashboard The Payments Widget surfaces revenue trends, paying customer counts, subscription activity, coupon usage, invoices, and refunds. Use it to monitor payment healt
- Rearrange Widgets on Your Sparkforge Dashboard Click EDIT, drag widgets to reposition them, then click Save Changes. Click Cancel to discard and revert.
- Removing a widget Click EDIT, open the widget's three-dot menu, choose Delete, then click Save Changes.
- Resize widgets Click EDIT on the dashboard, drag the arrow icons at the corners of the widget, then click Save Changes.
- Using Custom Fields in Sub-Account Dashboard Table Widgets Sparkforge dashboards now let you select custom fields as columns in Contacts and Opportunities table widgets, plus a new Birthdate column for Contacts. No admi
- What Are Dashboard Widgets in Sparkforge? | Quick Overview Sparkforge dashboards support 8 widget categories — Contacts, Appointments, Opportunity, Visitor Data, Emails, Calls, Conversations, and General — across six ch