Dashboards
Monitor your business performance at a glance. Dashboards display key metrics through interactive widgets, helping you track goals, spot trends, and make data-driven decisions.
Opening Dashboards
Click the dashboard icon in the navigation bar to see your Dashboards list. Your home page opens the first dashboard in that list.
- Reorder — hover a dashboard and drag it by its handle. The order is yours alone; it doesn't change anyone else's list.
- Sharing at a glance — the icon next to each name shows who can see it: a lock for Private, a globe for Everyone, a group for specific profiles, teams or people.
Ready-Made Dashboards
Every organization starts with a set of dashboards shared with Everyone:
| Dashboard | What it shows |
|---|---|
| Sales | Sales performance, forecasts, goals and top customer movements |
| Customers | Active customers, customers at risk and recovered customers |
| Call Center | Call volume, status and operator activity |
| Orders | Quote-to-order conversion |
| Conversations | Email and WhatsApp queue, response times and message volume |
A dashboard only appears in your list when at least one of its widgets is available to you. For example, Orders needs the Orders module, and Call Center needs a connected voice integration.
Ready-made dashboards are a starting point, not a fixed layout: they can be renamed, rearranged, duplicated or deleted like any other dashboard.
Creating a Dashboard
- Click Add dashboard at the bottom of the Dashboards list
- Type a name in place of Untitled
- Click Widget to add widgets (see Adding Widgets below)
- Click Save
A new dashboard is Private until you share it. Click Cancel before saving to discard it.
Editing a Dashboard
Click Edit in the dashboard header. In edit mode you can:
- Rename — type a new name in the name field
- Add widgets — click Widget
- Move widgets — drag a widget by the handle next to its title; widgets snap to the grid
- Remove widgets — click the delete icon on the widget
- Share — set who can see the dashboard
- Duplicate or Delete — open the ⋮ menu
Click Save to keep your changes, or Cancel to throw them away.
Adding Widgets
The Add Widget window shows every widget available to you, with a live preview.
- In edit mode, click Widget
- Pick a category along the top
- Click a widget in the list to read its summary — a check mark means it's already on the dashboard
- Check the preview: it shows your real data, at the exact size the widget will take on this dashboard
- Click Add (or Remove if the widget is already there)
- Click Close, then Save
Each widget has a fixed size, so you arrange widgets by moving them rather than resizing.
Duplicating a Dashboard
Choose Duplicate from the ⋮ menu. You get a private copy that opens straight away, ready to change without affecting the original — a quick way to build on a ready-made dashboard.
Deleting a Dashboard
Choose Delete from the ⋮ menu and confirm. Deleting a shared dashboard removes it for everyone it's shared with. This cannot be undone.
Sharing a Dashboard
If enabled, a Share button appears in edit mode. Click it and choose a Visibility:
| Visibility | Who sees the dashboard |
|---|---|
| Private | Only you |
| Everyone | Everyone in your organization |
| Specific profiles, teams or people | Anyone who matches at least one of the Profiles, Teams or Users you pick |
Click Save to apply. The dashboard then appears in the Dashboards list of everyone it's shared with.
Filtering a Dashboard
The filter bar next to the dashboard title filters every widget on the dashboard at once.
- Click Add filter
- Choose a filter and select one or more values
- The filter appears as a chip showing its value — click the chip to change it, or its × to remove it
Click Clear filters to remove them all. When there isn't room for every chip, the extra ones collapse into a counter button you can open to review them.
Only filters that apply to the widgets on the current dashboard are offered:
| Filter | When it's offered |
|---|---|
| Team | You belong to more than one team |
| Brands | Your organization has more than one brand |
| Number, User, Business Hours | The dashboard has Conversations widgets |
| Type, Wholesalers | Manufacturer accounts |
Many widgets also have their own controls, such as a date range (calendar icon) or a Net / Margin switch.
Click the refresh icon in the dashboard header to reload all widgets with the latest data.
Widget Catalogue
Widgets are grouped into the same categories you see in the Add Widget window. The categories and widgets you see depend on your account and the modules enabled.
Sales
| Widget | Description |
|---|---|
| Sales forecast | Sales forecast for the current month versus the same month last year |
| Salesmen Evo. | Current month, forecast and year-over-year by salesman |
| Sales vs Previous Period | Compare a chosen window to the same number of preceding business days, grouped by salesman, brand or team |
| Salesman Leaderboard | One-glance ranking of every rep this period: sales, growth vs the previous window, and customers engaged |
| Top Customers Variation (Prev.) | Fastest growing or declining customers versus the previous month |
| Top Customers Variation (Hom.) | Growing or declining customers versus the same month last year |
| Top Customers Variation Year | Growing or declining customers year to date versus last year |
| Sales (6 months) | Sales and margin over the last 6 months, projected on business days elapsed |
| Sales (12 months) | Sales and margin over the last 12 months, projected on business days elapsed |
| Sales by Geography | Sales distribution across regions, with drill-down into sub-regions |
| Average Sales Per Customer | Average sales per customer |
| Annual Run Rate | Annual projection based on the last 3 months of sales |
| Customer Concentration | Pareto curve showing what share of revenue your top customers represent |
Goals
| Widget | Description |
|---|---|
| Goals Evo. | Progress on your goals that include today |
| Team Goals | Progress on your teams' goals |
| Visits vs Goal | Visits made against the defined goal |
Customers
| Widget | Description |
|---|---|
| Monthly Active Customers | Evolution of monthly buying customers |
| Weekly Active Customers | Evolution of weekly buying customers |
| Daily Active Customers | Evolution of daily buying customers |
| Active Customers Ratio | Customers buying in the last 30 days versus customers buying in the last year |
| Customers at risk | Customers whose recent buying has dropped vs their own baseline, plus sleeping and dormant accounts |
| Customers without interaction | Customers with recent sales but no logged touch in 30, 60 or 90 days |
| Recovered customers | Customers who returned after a silent stretch, with salesman drill-down |
Calls
| Widget | Description |
|---|---|
| Calls per user | Incoming and outgoing calls by user |
| Calls by status | Incoming and outgoing calls by status |
| Calls per day | Daily call volume trend |
| Calls per hour | Hourly distribution to identify peak times |
| Calls by origin | Received vs made calls |
| Lost calls | Missed call details in real time |
Orders
| Widget | Description |
|---|---|
| Orders vs Quotes | Quotes vs orders registered in WiseParts |
| Quotes Conversion | Number of quotes vs orders, in total and by brand |
Finances
| Widget | Description |
|---|---|
| Due Amount | Amount of due documents |
Activities
| Widget | Description |
|---|---|
| Evo. Activities | Activities by type and year-on-year change |
Conversations
| Widget | Description |
|---|---|
| Real-Time Conversations | Open queue split into Unanswered, Awaiting customer and Postponed, with open and unassigned counts |
| Conversations Per User in Real Time | Conversations handled by each user |
| Conversations | Total conversations over time |
| First reply time | Average time to first reply |
| Customer waiting time | How long customers wait for replies |
| Resolution time | Average time to resolve conversations |
| Resolution Count | Number of conversations resolved |
| Sent messages | Outbound message volume |
| Received messages | Inbound message volume |
Reading Sales Widgets
Salesmen Evo.
The Salesmen Evo. widget shows a table by salesman with:
- Current month — Sales so far this month
- Monthly Fore. — Projected month-end total
- Hom. Month — Same month last year
- Var. — Percentage change vs the same month last year
The same columns repeat for the year (Current Year, Yearly Fore., Var.). Toggle between Net and Margin using the switch at the top.
Goals Widgets
The Goals Evo. and Team Goals widgets display:
- Current sales or forecast value
- Target amount
- Progress bar showing percentage complete
- Thumbs up/down indicator when above/below target
Select different goal periods from the dropdown if multiple goals exist.
Sales vs Previous Period
The Sales vs Previous Period widget compares a chosen window to the immediately preceding business days. It opens on Last business day, so on a Monday you see Friday's sales rather than an empty Sunday. Use the controls at the top right:
- Group by — Salesman, Brand or Team. Every entity is listed (rows with no sales show 0 so you can spot inactive ones).
- Metric — Net or Margin.
- Date range — click the calendar icon and choose Today, Yesterday, Last business day, Last 7 days, This week, This month and more, or pick a Custom range.
The table shows three numeric columns:
- Current period — The header names the window actually used: "Today", "Yesterday" or "Day before yesterday" for those days, otherwise the date or date range.
- Previous period — The same number of business days immediately before the current window, skipping non-working days and holidays. Its header names that window the same way.
- Variation — Percentage change with an up/down indicator. A dash (
—) appears when there were no sales in the previous window, so a missing comparison doesn't masquerade as a 0% delta.
Customer Concentration
The Customer Concentration widget draws a Pareto curve of your customer base, ranking accounts by revenue contribution. The headline tells you what share of revenue comes from your top customers — and whether concentration risk is creeping up.
Toggle between Net and Margin to see how the picture shifts when you weight by profitability rather than top-line.
Reading Customer Widgets
Customers at risk
The Customers at risk widget surfaces accounts whose engagement is slipping, so you can intervene before they go silent. Each row is classified into one of three statuses:
- At-risk — bought recently, but the current 30-day total is well below their own prior baseline.
- Sleeping — no purchase for 30–89 days.
- Dormant — no purchase for 90 days or more (up to a year).
Toggle between Net and Margin with the switch at the top. The legend below the table shows how many customers fall into each status.
Customers without interaction
The Customers without interaction widget groups customers who bought in the last 6 months by time since their last logged activity — visit, call, message or note. The header shows three coloured tiers:
- 30d no interaction — slipping out of regular contact.
- 60d no interaction — needs a deliberate outreach.
- 90d no interaction — at real risk of churn.
Each tier shows how many customers it holds and their combined monthly revenue, so you can prioritise outreach where it matters most.
Recovered customers
The Recovered customers widget shows accounts that came back after a silent stretch — the dormant customers who started buying again. Two pickers shape the window:
- Purchases in the last — how recent the comeback purchase must be (default: last 30 days).
- After not buying for — how long the customer was inactive before that (default: 90+ days).
The KPI strip shows total recovered revenue and what share of the period's sales it represents. The table breaks down by salesman, with a drill-down to see the actual customers each salesman brought back.
Individual Customer Dashboard
When viewing a customer record, the Dashboard tab shows metrics specific to that customer.
| Widget | Description |
|---|---|
| Sales Trend | 12-month sales history chart |
| Quotes Conversion | Quote-to-order conversion rate |
| Forecast | Projected monthly sales |
| Latest Events | Recent activity log (last 7 days) |
| Activities Evolution | Visit and call trends |
| Invoice Expiration | Upcoming due dates |
| Upcoming Activities | Scheduled visits and tasks |
| Active Agreements | Current pricing agreements |
Exporting Widgets
Most widgets with a data table can be exported. Click the download icon in the widget header and choose:
- File — a CSV download you can open in Excel or Google Sheets.
- Image — a PNG snapshot of the widget, ideal for pasting into a Slack message, an email, or a slide deck.
The image export captures the full table, not just what's on screen — so if the widget is scrolled, the PNG still includes every row. Toolbar controls (toggles, date pickers, the export icon itself) are stripped from the snapshot so the image is clean.