Check Out Our Latest Updates To The Connect Dashboard!
02/14//2024: Dynamic Variables for Custom Dashboard Widgets!
Exciting news for our custom dashboard widgets! You can now pass dynamic information to the iframes to display specific content. By utilizing various user properties in the URL, you can personalize the content displayed in the iframe.
Simply replace the property in {{user.userpropertyhere}} and add it to your URL. Supported user properties include:
- companyId
- phone
- role
- type
- firstName
- lastName
- name
- fullName
Enhance your dashboard widgets with customized, dynamic content today!
But wait...there's more!
Exciting News: Custom Dashboards Upgrade!
We are thrilled to announce that our custom dashboards now come with the ability to filter by pipeline and multiple stages. This means you can tailor the widgets to display not just the pipeline, but also the specific stages you wish to include in the data shown in the widget output. With this enhancement, you can dive deeper into customizing your output to showcase to your customers.
Stay tuned for more updates on how you can make the most of this new feature!
12/08/2023: Exciting News! Multiple Dashboards + Customization Now Available in Labs!
We're thrilled to announce that the highly anticipated feature of creating multiple dashboards is now live in our Labs!
With this latest update, you can now create different dashboards tailored to your specific needs and preferences. Whether you want to have separate views for different departments, projects, or personal use, the possibilities are endless.
Share Across Your Organization or Keep It Personal
The best part is that you have full control over who sees your dashboards. You can easily share them with your team, allowing everyone to stay on the same page and access relevant data effortlessly. Alternatively, if you prefer to keep your dashboards private, you can do that too!
Customize and Tailor Your User Experience
We believe in giving you the power to customize your user experience according to your unique requirements. With the ability to create multiple dashboards, you can now organize and visualize your data in a way that makes the most sense to you. Say goodbye to cluttered interfaces and hello to a streamlined and personalized experience!
So, what are you waiting for? Head over to Labs and start creating your own dashboards today. We can't wait to see how you make the most of this new feature!
Note: The Labs feature is currently in its experimental stage, so we'd love to hear your valuable feedback as we continue to enhance and refine it. Your input will help us make this feature even better for everyone!
09/21/2023: Introducing Our Sleek and Intuitive Dashboard Design!
Introducing the Brand New Dashboard Design in Labs!
We are thrilled to announce the latest mid-step design release for our customizable dashboard, which we previously gave you a sneak peek of. This exciting update brings a host of new features and enhancements to improve your user experience and provide even greater flexibility in managing your data.
To access the new dashboard design, simply head over to the settings in Labs and enable it at the location level. Once activated, you’ll be greeted with a refreshed layout and a range of powerful widgets that will revolutionize the way you track your opportunities.
One of the key highlights of this release is the Opportunities widgets. Now, you can easily monitor the status, value, and conversion rate of your created or updated opportunities. This invaluable information will help you make informed decisions and drive your business forward.
We understand that each user may have different access privileges, and that’s why we’ve implemented a smart permission system. If a user doesn’t have access to a particular module, they will see the corresponding chart as locked, indicating that permission is required to view the data. This ensures that sensitive information remains secure and accessible only to authorized personnel.
In addition to functionality improvements, we’ve also focused on aesthetics. We have streamlined our brand colors to create a visually cohesive experience, while sleek charts have been acquired to enhance usability. The result is a polished and modern design that is not only beautiful but also intuitive to navigate.
To further enhance usability, we’ve introduced a filter option specifically for users of sub-accounts. This allows you to easily segment and analyze data based on specific criteria, providing you with deeper insights into your business performance.
And that’s not all! We have also added a global date filter at the top of the dashboard. This powerful feature enables you to quickly adjust the date range for your data analysis, ensuring that you always have access to the most relevant information.
Please note that this update may impact any custom CSS you have implemented. We recommend planning ahead to ensure a seamless transition and to make any necessary adjustments accordingly.
So what are you waiting for? Dive into the brand new dashboard design in Labs and unlock a world of possibilities for your business. We can’t wait to hear your feedback and see how this update transforms your data management experience!
Stay tuned for more exciting updates from our team as we continue to innovate and empower businesses like yours.
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