> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocalls.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Dashboards

> Create personalized dashboards with widgets to track your call metrics and performance

Custom Dashboards let you build tailored analytics views with drag-and-drop widgets. Track the metrics that matter most to your business with stats, charts, and tables.

## What are Custom Dashboards?

Personalized analytics pages you create with widgets displaying your call data. Each dashboard contains multiple widgets showing different data views.

<CardGroup cols={3}>
  <Card title="Stat Widgets" icon="chart-simple">
    Single metrics like total calls, averages, or success rates
  </Card>

  <Card title="Chart Widgets" icon="chart-line">
    Visual trends with 8 chart types (line, bar, pie, etc.)
  </Card>

  <Card title="Table Widgets" icon="table">
    Detailed records with custom columns and filters
  </Card>
</CardGroup>

## Quick Start

### Create a Dashboard

1. Click **"Create Custom Dashboard"** in sidebar
2. Enter name (e.g., "Sales Performance")
3. Choose icon
4. Click **"Create Dashboard"**

### Add Widgets

**Option 1: Use Presets** (21 ready-made widgets)

1. Click **"Unlock to customize"**
2. Click **"Add"** button
3. Select preset widget (marked with emoji 📊📈📋)
4. Click **"Save"**

**Option 2: Create Custom Widget**

1. Click **"Manage Widgets"** → **"Create New Widget"**
2. Choose type: Statistic, Chart, or Table
3. Configure data source and options
4. Save widget
5. Add to dashboard

## Widget Types

### Stat Widget 📊

Single number with optional comparison and mini-chart.

**Example uses:**

* Total calls this month
* Average call duration
* Success rate percentage

**Key options:**

* Data source: calls, leads, campaigns, assistants, phone\_numbers, sms
* Aggregation: COUNT, SUM, AVG, MAX, MIN
* Color: Primary (Blue), Success (Green), Warning (Orange), Danger (Red), Info (Cyan), Gray
* Label and description text
* Show mini chart (daily trend)
* Compare with previous period (percentage change)
* Date range: Today, Yesterday, Last 7/14/30/60/90 days, Last 6 months, Last year
* Conditions (filters)

### Chart Widget 📈

Visualize trends and distributions.

**Chart types:**

* **Line** - Trends over time
* **Bar** - Compare categories or time periods
* **Area** - Filled trend chart
* **Pie** - Proportions (requires Group By)
* **Donut** - Pie with center hole (requires Group By)
* **Polar Area** - Circular with varying radius (requires Group By)
* **Radar** - Multi-axis comparison
* **Radial Bar** - Single progress/percentage indicator

**Key options:**

* Data source: calls, leads, campaigns, assistants, phone\_numbers, sms
* Aggregation: COUNT, SUM, AVG, MAX, MIN
* Chart type: Line Chart, Bar Chart, Area Chart, Pie Chart, Donut Chart, Polar Area, Radar, Radial Bar
* Color: Primary (Blue), Success (Green), Warning (Orange), Danger (Red), Info (Cyan), Gray
* Group by period: Hourly, Daily, Weekly, Monthly (for time-series)
* Group by field: status, campaign, assistant, any column (for categories)
* Chart height: 200-800px
* Show grid lines, legend, tooltips, data labels, toolbar
* Line curve: smooth, straight, stepline
* Line width: 1-10px
* Gradient (radialBar only)
* Date range: Today, Yesterday, Last 7/14/30/60/90 days, Last 6 months, Last year
* Conditions (filters)

### Table Widget 📋

Detailed records with sortable columns.

**Example uses:**

* Recent calls with details
* Failed calls for review
* Lead contact history

**Key options:**

* Data source: calls, leads, campaigns, assistants, phone\_numbers, sms
* Campaign filter (for leads - enables variable columns)
* Assistant filter (for calls - enables evaluation field columns)
* Column selection: basic, relationships, evaluation fields, lead variables
* Sort by: any basic column
* Sort direction: desc (newest first), asc (oldest first)
* Rows per page: 1-100
* Date range: Today, Yesterday, Last 7/14/30/60/90 days, Last 6 months, Last year
* Conditions (filters)

## Filtering Data

All widgets support powerful filters:

**Date ranges:** Today, Yesterday, Last 7/14/30/60/90 days, Last 6 months, Last year

**Conditions:** Multiple AND filters

* Status equals "completed"
* Duration greater than 60 seconds
* Assistant name equals "Sales Bot"

**Evaluation fields:** Filter by post-call evaluation values

* Column: Extracted Variables
* Extracted Variable Name: Custom variable
* Custom Variable Name: appointment\_booked
* Operator: =
* Variable Value: true

## Layout Management

### Edit Mode

1. Click **"Unlock to customize"**
2. Drag widgets to reorder
3. Resize widgets (1-12 columns wide)
4. Remove widgets with X button
5. Click **"Save"** to persist
6. Click **"Lock"** to exit edit mode

### Best Practices

**Widget sizing:**

* Stats: 3-4 columns (fit 3-4 per row)
* Charts: 6-12 columns
* Tables: 12 columns (full width)

**Layout tips:**

* Put KPIs at top
* Group related metrics
* Place tables at bottom

## Common Use Cases

### Sales Dashboard

* Stat: Successful calls (filter by evaluation field "appointment\_booked")
* Chart: Daily trend of successful calls
* Table: Recent successful calls with appointment details

### Support Quality

* Stat: Average call duration
* Chart: Call status breakdown (pie chart)
* Table: Recent calls with evaluation scores

### Campaign Performance

* Stat: Total campaign calls
* Chart: Calls per campaign (bar chart)
* Table: Top performing campaigns

## Troubleshooting

**Widget shows "No data":**

* Expand date range
* Check filters aren't too restrictive
* Verify you have records

**Slow loading:**

* Reduce widget count (keep under 20)
* Use date range filters
* Clear browser cache

**Dashboard not in sidebar:**

* Refresh page
* Check plan includes feature

<Note>
  For detailed configuration, see individual widget type guides.
</Note>