Widget Suggestions for Custom Dashboards

Widget Suggestions for Custom Dashboards

System Updates
February 05, 2025•1 min read

Have you ever struggled with deciding what to add to your dashboard? If you're unsure how to use widgets to display the right data and interpret the insights they provide, this improvement is here to help. By guiding you through building your dashboard, this tool ensures you showcase your business in the best way possible.

⭐️How Will These Changes Affect You:

  • Top Used Widgets: The system will now recommend the most popular widgets used by other users, helping you quickly select the one that best suits you.

    a

  • Goal-Based Suggestions: Choose from a list of predefined goals to instantly add relevant widgets tailored to your tracking needs.

    b

  • Combine Options: You can mix and match top-used, goal-specific, and manually selected widgets to create a comprehensive dashboard.

c

⭐️How To Use Widget Suggestions for Dashboards?

  1. Inside the Dashboard section click the blue icon and select Add Dashboard.

    1

  2. Click Create a Blank Dashboard then enter a name.

    2

  3. Select a goal to auto-populate relevant widgets.

    3

  4. You can mix and match options or manually add widgets by checking the box atop them. Once satisfied click Confirm then click Confirm & Add.

4

This awesome tool will help you build tailored dashboards in minutes by getting started with ready-to-use widgets and smart suggestions that help you tailor your dashboard to your business needs.

Improved FeatureNew UpdateDashboardsCustom Dashboard
Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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