Quick Answer
What are General Dashboard Widgets used for?
General Widgets help you bring important business metrics into one dashboard. Depending on the widget, you can monitor opportunity value, conversion rates, funnel movement, tasks, lead sources, sales efficiency, website activity, and advertising performance without moving between several different reporting areas.
Seeing Your Business Performance Without Jumping Between Tools
You may have useful data spread across sales, opportunities, marketing, tasks, lead sources, and connected reporting tools, but reviewing those areas separately can take time.
General Widgets bring key metrics into the Dashboard so you can visualize and analyze performance from one reporting view.
Depending on the widget, you can monitor opportunity movement, conversion performance, task workload, lead sources, sales efficiency, Google Analytics data, advertising results, and other connected metrics.
Without a centralized view, trends can be harder to recognize and daily reporting can require more manual work. A focused dashboard helps put the most useful signals in one place.
Start with a simple command center
The original guide suggests beginning with a small daily dashboard using metrics such as Opportunity Value, Conversion Rate, Funnel, and Tasks.
General Widgets at a Glance
Before You Begin
Choose the business questions you need the dashboard to answer before adding every available widget.
- Identify the two to four headline KPIs you need to see regularly.
- Decide which supporting widgets provide context for those KPIs.
- Confirm whether any widget requires a connected integration such as Google Analytics, Google Business Profile, Facebook Ads, or Google Ads.
- Choose a date range that matches the reporting period you need.
- Decide whether user, status, stage, or other available filters should be applied.
- Keep the initial dashboard small enough to scan quickly.
Common General Widgets
General Widgets cover several areas of business performance. Some connected-data widgets require the corresponding integration before they can display information.
Opportunity Status
Visualize opportunity counts grouped by status.
Opportunity Value
Track total opportunity value grouped by status or pipeline stage.
Conversion Rate
Monitor conversion rate and revenue based on won opportunities.
Funnel
View pipeline movement stage by stage so you can see progression and drop-off.
Stages Distribution
See how opportunities are distributed across pipeline stages.
Tasks
Monitor workload, due dates, and task volume from the dashboard.
Manual Actions
Track manual call and SMS activity associated with campaigns.
Lead Source Report
Group leads by source to help understand where contacts or opportunities are originating.
Google Analytics Count / Chart
Display website traffic and activity data when the appropriate Google Analytics integration is connected.
Google Business Profile
Monitor Google Business Profile insights when the account is connected.
Facebook Ads Report
Track advertising metrics such as spend, clicks, CTR, and CPC when the Facebook Ads connection is available.
Google Ads Report
Monitor Google Ads campaign performance and budget information when the integration is connected.
Sales Efficiency
Monitor metrics such as sales velocity, average duration, and sales value.
Some widgets depend on integrations
Google Analytics, Google Business Profile, Facebook Ads, Google Ads, and similar connected-data widgets require the appropriate integration before they can populate dashboard data.
How to Add General Widgets
Add the widgets that match your reporting priorities, then configure the available date, filter, and grouping options.
Open the Dashboard
Open your Dashboard.
Click Add Widget
Click Add Widget using the available dashboard controls.
Select General
Choose a widget from the General category.
Configure the Widget
Set the available options such as date range, filters, and grouping.
Save the Widget
Click Save to add the configured widget to the dashboard.
Arrange the Layout
Drag or resize the widget so it fits naturally with the rest of the dashboard.
Build the shared view first
If a widget supports user filtering, the original guide suggests creating a team-wide version first, then using a copied or role-specific dashboard with an Assigned to me filter when needed.
How to Organize General Widgets
A useful dashboard should make the most important information easy to see first and place deeper context farther down the page.
Top Row
Place daily KPIs such as Opportunity Value, Conversion Rate, and Tasks near the top.
Middle Row
Use context widgets such as Funnel, Stages Distribution, and Lead Source.
Bottom Row
Place deeper or optional reporting such as advertising, Google Analytics, Google Business Profile, or Sales Efficiency farther down the dashboard.
Example reporting flow
A simple layout could place This Month – Won Value and Conversion Rate at the top, Funnel in the middle, and Lead Source Report below for context.
Why General Widgets Matter
General Widget Best Practices
Frequently Asked Questions
What are general widgets used for?
How do I add a general widget to my dashboard?
Can I customize general widgets?
What’s the best way to organize general widgets?
Continue Learning
Continue learning how to configure, organize, and manage dashboard widgets with these related BizStackPro Help Center guides.
