Quick Answer
How do you add a Contacts widget to the Dashboard?
Open your Dashboard, click Add Widget, select the Contacts category, choose the contact widget you need, configure its title, metric, grouping, view, date range, limits, and conditions as available, then click Save to add it to the dashboard.
Seeing Contact Data Clearly Without Digging Through Reports
You may already have useful contact data inside BizStackPro, but finding patterns or understanding performance can take extra time when the information is spread across records and reports.
Contacts widgets let you visualize contact data directly on the Dashboard. Depending on the widget, you can look at information such as tags, assigned users, activity, source, medium, contact type, companies, and whether contacts have email addresses or phone numbers.
These widgets can also help you analyze attribution and acquisition data so you can better understand where contacts came from and how different sources are performing.
Without clear visualization, useful trends can be harder to notice. A focused contact dashboard gives you a faster way to understand what is happening and decide what deserves attention.
Start with a clear reporting goal
Choose the widget based on what you need to understand. For example, use Contacts by Tags for segmentation, Contacts by Activity for engagement, or Contacts by Source and Contacts by Medium for acquisition analysis.
Contacts Widgets at a Glance
Before You Begin
Decide what question the widget should answer before you add it to the dashboard.
- Decide which contact metric or segment you want to monitor.
- Choose how the data should be grouped, such as by tags, contact type, assigned user, or activity.
- Decide whether you need a chart, table, or granular view.
- Determine the date range or reporting window you need.
- Decide whether source, medium, or attribution conditions are needed.
- Keep the first dashboard focused instead of adding every available widget at once.
How to Add and Configure a Contacts Widget
Add the widget from the Dashboard and configure it around the contact information you want to monitor.
Open the Dashboard
Open your Dashboard inside BizStackPro.
Click Add Widget
Click Add Widget, located in the dashboard controls.
Select Contacts
Choose the Contacts category to view the available contact-based widgets.
Configure the Widget
Configure the available options for the selected widget. These settings can vary depending on the widget you choose.
Save the Widget
Review the configuration and click Save to add the widget to your dashboard.
Common Widget Configuration Options
Title
Give the widget a clear name based on the job it performs, such as Contacts by Source – This Month.
Metrics and Grouping
Choose what you want to measure and how the results should be grouped, such as Tags, Type, Assigned User, or Activity.
View Style
Choose an available visual format such as a donut chart, bar chart, table, or granular view.
Date Settings
Configure the reporting window using available created-date, updated-date, or custom date settings.
Limit and Order
Control how many results appear and how those results are ordered.
Conditions
Add filters or attribution conditions when you need to narrow the data to a specific contact segment or acquisition source.
Common Contacts Widgets You'll See
The available contact widgets support several different ways to measure, segment, and visualize your CRM data.
Contact Count
Display the number of contacts represented by the widget's selected conditions and date settings.
Contact Count — Logged In User
Focus the contact count around the currently logged-in user where this widget is available.
Contacts by Tags
Group contacts by tags to visualize segmentation and lead categories.
Contacts by Type
Organize contact data by the available contact-type grouping.
Contacts by Activity
Use activity-based grouping to monitor engagement patterns.
Contacts by Assigned User
Group contacts by assigned user to review distribution across team members.
Contacts by Company
Group contacts around associated companies where applicable.
Contacts With or Without Email / Phone
Review whether contact records contain email addresses, phone numbers, or the relevant missing information.
Contacts by Source / Medium
Analyze contact acquisition by source or medium.
Top Sources for Contacts Created
Identify the leading sources associated with newly created contacts.
Total Contacts Count
Review total contact counts using available views such as Till Date or This Month.
Start with a small core dashboard
Begin with a few widgets such as Contacts by Tags, Contacts by Assigned User, and Contacts by Source / Medium. Add deeper activity and attribution widgets after the core dashboard is useful and stable.
Using Attribution and UTM Parameters
Attribution helps you understand where a contact came from.
In widget conditions, you can select an attribution type such as First or Latest when you want to analyze first-touch or most-recent attribution.
Choose the right view for UTM analysis
According to the original guide, when attribution is applied, UTM parameters are typically supported in Table and Granular views. Use those views when you need a clearer breakdown of Source and Medium information.
Contact Source Filtering
Use source and medium conditions to segment contact reporting by acquisition method.
Add a Contacts Widget
Add the appropriate Contacts widget from the Dashboard.
Open Conditions
Open the widget's Conditions tab.
Select Source or Medium
Choose Source, Medium, or both when those conditions are needed for the report.
Choose Attribution Settings
Select First or Latest attribution when appropriate for the analysis.
Save and Review the Data
Save the widget and review the results for useful patterns in contact acquisition.
Depending on your account settings, additional filters such as address or followers may also be available to refine reporting.
Contacts Dashboard Best Practices
Frequently Asked Questions
How do I select the right widget for my data?
Can I track contacts from different sources?
Can I filter my contacts by first or last attribution?
How do I group data in my widget?
What if I need to segment contacts based on source?
Continue Learning
Continue learning how to configure dashboards and use different widget types with these related BizStackPro Help Center guides.
