Custom Dashlet Builder App

| by Lakshman Singh

1. Feature Overview

You can build Custom Dashlets to monitor lead stats straight from your dashboard. You can control who gets to access these dashboards and display specific dashlets to different users.

 

2. Prerequisites

  1. To install the Custom Dashlets Builder app, you have to be the Administrator of your LeadSquared account.
  2. Once the app is installed, Administrator & Marketing users can build/create custom dashlets and add them to the library for users to use/add these dashlets to their custom dashboards.

 

3. Types of Dashlets

  1. Lead Distribution by 1 Lead Field.
  2. Lead Distribution by 2 Lead Fields.

These Dashlets can be specifically created for 2 kinds of user roles –

  1. All Lead Access – Admin, Marketing & Sales Manager roles
  2. Restricted/Sales User Access – Sales Users roles.

Dashlets thus created will be available for users based on the lead access specified.

 

4. Installation

  1. From the main menu navigate to Apps>App Marketplace, select the Analytics Category and under the Custom Dashlets Builder app click Install. Alternatively, you could just search for the app directly from the Apps Marketplace.
  2. Once installed, hover the cursor over the SettingsSettings iconicon and click Configure.

Custom Dashlet App

 

5. Create a New Dashlet

Now that the app is installed, Admin/Marketing users can start building custom dashlets from Dashlet Builder available under the Apps Menu.

  1. On the main menu, navigate to Apps>Dashlet Builder.
  2. Click Add Dashlet.
  3. After filling in the necessary fields (described below), click Preview to see what your dashlet will look like.
  4. Click Save when you’re done.

dashlet builder

Here are the fields you need to populate to add a new dashlet –

 FieldDescription
NameEnter a name for the dashlet
DescriptionEnter a description
HeightHeight of the dashlet in pixels. This helps dashlets with large content render better on your dashboard. 360 px is the default height.
Dashlet Type
  1. [All Leads Access] – Lead Count distribution by field:
    Admin, Marketing & Sales Managers will have access to this dashlet. It will show you the count of leads for one field (e.g. Lead Stage).
  2. [All Leads Access] – Lead Count distribution by two fields:
    Admin, Marketing & Sales Managers will have access to this dashlet. It will show you the count of leads for two fields. Select one as Lead Label Field and the other as another as Lead Column Field.
  3. [Sales User Acess] – Lead Count distribution by field:
    This dashlet will only be visible to Sales users. It will show you the count of leads for one field.
  4. [Sales User Acess] – Lead Count distribution by two fields:
    This dashlet will only be visible to Sales users. It will show you the count of leads for two fields. Select one as Lead Label Field and the other as another as Lead Column Field.
Select Report TypeThis option will only be available for the following dashlet types –

  • [All Leads Access] – Lead Count distribution by field
  • [Sales User Acess] – Lead Count distribution by field

You can choose to render these dashlets in tabular form, as pie charts or as bar graphs.

Apply Fixed FilterYou can filter in or filter out the results by setting the appropriate filter for the dashlet. For example, if you wish to filter in/out leads of any specific Lead Stage you can add this filter.

Here’s what a Lead Distribution by a Lead Field (Lead Stage) dashlet looks like –

Dashlet by 1 lead field

And here’s an example of lead distribution by 2 Lead Fields (Lead Stage Vs Lead Source) –

Dashlet with 2 fields

 

6. Add a Dashlet to a Dashboard

To add custom dashlets to dashboard, navigate to the dashboard and click Add Dashlet.

Adding a Custom Dashlet

In the Add Dashlets pop-up, under Select Category, select Custom. Select your custom dashlet, then click Add.

Adding a dashlet to the dashboard

For any queries, feel free to write to us at support@leadsquared.com.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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Sai krishna
Sai krishna
7 months ago

Can we create dashlets specific to deals?

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Zaid Assadi
Zaid Assadi
Admin
Reply to  Sai krishna
7 months ago

Hi, Sai. I’m assuming by “deals” you mean “Opportunities”, if so then yes, you can create those dashlets –

1. Navigate to the Dashboard tab and click + Create new Dashboard.
2. Give this Dashboard a name and click on the dashlets link.
3. From the Select Category drop down, select Deals/Opportunity Management.
4. Select a Deals/Opportunity report.

Opp report

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