Dashboard Widgets in Sparkforge: Categories, Charts, and Use Cases
Sparkforge dashboards support 8 widget categories — Contacts, Appointments, Opportunity, Visitor Data, Emails, Calls, Conversations, and General — across six chart types.
Dashboard widgets visualize the metrics that run your business. Click Add Widget in the top-right corner of any dashboard to start.
Widget categories
| # | Category | Description |
|---|---|---|
| 1 | Contacts | Lead counts, tags, and assignments. |
| 2 | Appointments | Bookings, confirmations, no-shows. |
| 3 | Opportunity | Deal status and value. |
| 4 | Visitor Data | Funnel and website visitor activity. |
| 5 | Emails | Campaign delivery and engagement. |
| 6 | Calls | Inbound and outbound call activity. |
| 7 | Conversations | Unread, assigned, and unassigned conversations. |
| 8 | General | Preset reports across platforms (GA, Google Ads, Facebook Ads, etc.). |
Pipeline filtering for opportunity widgets
These General widgets include a Pipeline dropdown so you can view a single pipeline instead of aggregated results across all of them:
- Opportunity Status
- Opportunity Value
- Conversion Rate
- Lead Source Report
- Sales Efficiency
Chart types
- Numeric/Count — single number for top-line metrics.
- Donut — proportions with a centered metric (avg, max, etc.).
- Line — trends over time.
- Bar — comparisons across categories.
- Horizontal Bar — same comparison, rotated for long labels.
- Table — detailed rows with precise values.
Metrics supported
- Sum
- Min
- Max
- Avg
- Count
Elements and themes
Add titles, headings, textboxes, and embedded images to organize your dashboard. Apply a predefined theme or build your own with custom colors.
Common use cases by category
Contact widgets
Contact Count, Contacts by Tags, Contacts by Activity, Contacts by Type, Contacts by Assigned User, Contacts by Company, Contacts with/without Email or Phone, This Month counts, and logged-in-user variants.
Appointment widgets
Appointment Count, by Status, Booked, Confirmed, Showed, No-Show, Cancelled, No-Show Rate Over Time, Upcoming (Week, Logged-in User), Past Month Created, and per-user variants.
Opportunity widgets
Opened, Won, Lost, Abandoned counts and values; Opportunity Counts Over Time; Revenue Over Time; Total Opportunity Value; Lost Opportunities by Reason.
Visitor Data widgets
Total and Unique Funnel/Website Views; trend lines; Top 5 funnels and websites; weekly and monthly windows; Total Opt-ins across all funnels.
Email widgets
Accepted, Delivered, Opened, Clicked, Replied; Soft Bounced, Hard Bounced, Failed; Unsubscribed (total and daily); Emails by Domain. For workflow emails, the table chart's Source Action Name column shows the workflow step that sent the email.
Call widgets
Incoming and Outgoing by Status; Total and Avg Call Duration; Total Calls by Attendee; Avg Duration by Attendee; First Time Call counts and durations.
Note: "Call attendee" means the team member who took or made the call.
Conversation widgets
Total Unread; Unread Today; by Channel; by Assignee; logged-in user variants; Unassigned counts and channel breakdowns; New Conversations This Week.
Payment widgets
Total Revenue (Last Month); Total, One-Time, and Recurring Revenue Trends; Paying Customer Trend; Payment Success and Failed Trends; Revenue by Channels; Subscription Creation and Cancellation Trends; Coupon Redemption (count and amount); Invoice Sent and Paid Trends; Refund Trend and Amount Trend.
General widgets
Opportunity Status, Opportunity Value, Conversion Rate, Funnel, Stages Distribution, Tasks, Manual Actions, Lead Source Report, Google Analytics, Google Business Profile, Facebook Ads Report, Google Ads Report, Sales Efficiency.
Frequently Asked Questions
How many widget categories does Sparkforge support?
Which widgets can be filtered by a single pipeline?
What does Source Action Name show in email widgets?
Can I customize the colors of my widgets?
What chart types should I use for trends?
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