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General Widgets in the Dashboard
Use BizStackPro’s General Widgets to visualize opportunity metrics, funnels, conversions, tasks, ad performance, and more—directly from your dashboard.
Seeing Your Business Performance Without Jumping Between Tools
You may have data across multiple areas—sales, leads, tasks, and marketing—but pulling it together can take time.
General widgets bring key metrics into one place so you can quickly see what’s happening across your business.
Without a centralized view, it’s harder to spot trends or take action quickly.
This guide will show you how to use general widgets so you can track performance and stay focused on what matters.
Once you understand how general widgets work, follow the sections below to add, organize, and customize them inside your BizStackPro dashboard.
What Are General Widgets?
Widgets are dashboard components that help you visualize and analyze key metrics without jumping between modules. General widgets are especially helpful for tracking performance trends, workload, and conversion movement at a glance.
Quick win: Build a simple “Daily Command Center” dashboard using Opportunity Value, Conversion Rate, Funnel, and Tasks.
List of General Widgets
Below are common General widgets you can add to your BizStackPro dashboard. Some widgets require integrations (like Google Analytics or Ads) before they can display data.
- Opportunity Status: Visualize opportunity counts grouped by status.
- Opportunity Value: Track total opportunity value grouped by status or stage.
- Conversion Rate: Monitor conversion rate and revenue based on won opportunities.
- Funnel: Stage-by-stage pipeline view showing drop-off and movement.
- Stages Distribution: See how opportunities are spread across stages.
- Tasks: Monitor workload, due dates, and task volume.
- Manual Actions: Track manual calls and SMS activity inside campaigns.
- Lead Source Report: View leads grouped by source for channel insights.
- Google Analytics Count/Chart: Website traffic and activity widgets (when connected).
- Google Business Profile: Monitor GBP insights (when connected).
- Facebook Ads Report: Track spend, clicks, CTR, CPC (when connected).
- Google Ads Report: Track campaign performance and budgets (when connected).
- Sales Efficiency: Monitor sales velocity, average duration, and sales value.
Best practice: Put 2–4 “headline” widgets at the top, then add supporting widgets below. This keeps your dashboard readable and actionable.
How to Add General Widgets
- Open your Dashboard.
- Click Add Widget (usually in the top-right area).
- Select a widget from the General category.
- Configure settings like date range, filters, and grouping.
- Click Save, then drag/resize widgets to organize your layout.
Tip: If a widget supports filtering by user, build a team-wide version first, then clone the dashboard for each rep and filter it to “Assigned to me.”
How to Organize General Widgets
A well-organized dashboard makes it easier to spot problems early and keep your day focused on the right actions.
- Top row: KPIs you check daily (Opportunity Value, Conversion Rate, Tasks).
- Middle row: Context widgets (Funnel, Stages Distribution, Lead Source).
- Bottom row: Optional reporting (Ads, Google Analytics, GBP, Sales Efficiency).
Example layout: “This Month – Won Value” + “Conversion Rate” on top, “Funnel” in the middle, and “Lead Source Report” under it.
Why This Matters
- Enhanced visibility: See key data instantly without switching modules.
- Better decisions: Use trends and conversion data to adjust actions quickly.
- Time savings: Replace manual reporting with always-on dashboards.
- Team alignment: Standard views help everyone work from the same numbers.
Ready to power your dashboard?
Use BizStackPro widgets to track performance, simplify reporting, and keep your team aligned with real-time metrics.
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Frequently Asked Questions
What are general widgets used for?
General widgets help you visualize and analyze key business metrics on your dashboard so you can track performance and make faster decisions.
How do I add a general widget to my dashboard?
From your dashboard, click Add Widget, select a General widget, configure any settings or filters, then click Save.
Can I customize general widgets?
Yes. Many general widgets allow filters (like date ranges, users, or conditions) so you can focus on the most relevant data.
What’s the best way to organize general widgets?
Place “headline” KPIs (like Opportunity Value or Conversion Rate) at the top, then add supporting widgets (Funnel, Tasks, Lead Source) underneath for context.
Build a “Daily Command Center” Dashboard
Put your most important numbers where you’ll see them daily—then support them with context widgets so you know exactly what to do next.
Real-time visibility. Better decisions.
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