Widget Catalog
The My Board tab in the dashboard lets you build a custom dashboard from a catalog of 30 widgets. Each widget displays a specific metric or visualization. This guide presents all available widgets and explains how to use them.
KPI Widgets
KPI widgets display metrics as compact cards.
| Widget | Description |
|---|---|
| KPI Card | Displays a single metric with its current value and trend compared to the previous period. |
| KPI Comparison | Compares a KPI between two periods (current vs. previous) with the evolution percentage. |
| KPI Sparkline | Metric with a mini trend chart integrated directly into the card. See the evolution without opening a full chart. |
Chart Widgets
Chart widgets offer detailed visualizations of your data over time.
| Widget | Description |
|---|---|
| Trend | Line chart showing the evolution of a metric over time. |
| Daily Spend | Ad spend day by day, as bars or lines. |
| Spend by Campaign | Budget breakdown across your campaigns, displayed as stacked areas to see each campaign's contribution. |
| Sales Trend | Sales evolution over time, with bookings and meetings overlaid. |
| Cash Flow | Visualization of received payments vs. pending payments over time. |
Funnel Widgets
Funnel widgets visualize your prospect conversion journey.
| Widget | Description |
|---|---|
| Full Funnel | Funnel visualization of all journey stages, from lead to sale. |
| Funnel Stages | Detail of each stage with volumes and pass-through rates between stages. |
| Funnel by Source | Funnel comparison across different traffic sources (Facebook, Instagram, organic). |
| Conversion Rate | Conversion rate between each pair of consecutive funnel stages. |
| Bottleneck Flow | Visualization of pipeline blockage points, identifying where prospects drop off. |
Table Widgets
Table widgets present detailed data as sortable lists.
| Widget | Description |
|---|---|
| Ads Performance | Table of ads with their main metrics (spend, leads, ROAS, CPA). |
| Campaign Performance | Table of campaigns with spend, number of sales, and ROAS for each. |
| Rep Performance | Table of reps with their bookings, closing rate, and revenue generated. |
| Client Ranking | Ranking of clients by overall score, useful for agencies managing multiple accounts. |
Sales Widgets
Sales widgets focus on the commercial pipeline and revenue.
| Widget | Description |
|---|---|
| Pipeline | Opportunities distributed by sales stage, with amounts associated with each stage. |
| Bookings vs Meetings | Comparison between reservations made and meetings actually held. |
| No-show Heatmap | Heatmap of absences by day of week and time of day. Identifies problematic time slots. |
| Revenue by Product | Revenue breakdown across your different products or services. |
| Revenue by Rep | Revenue breakdown across your sales reps. |
Finance Widget
| Widget | Description |
|---|---|
| P&L Summary | Condensed profit and loss table: revenue, ad spend, margin, and profitability ratio. |
Health Widgets
Health widgets monitor the quality and reliability of your data.
| Widget | Description |
|---|---|
| Health Score | Gauge displaying your data's overall health score, from 0 to 100. |
| Data Freshness | Indicator showing when the latest events and spend were synced. |
| Alerts | List of active alerts: detected anomalies, delayed syncs, missing data. |
AI Widgets
AI widgets leverage artificial intelligence to generate analyses and recommendations.
| Widget | Description |
|---|---|
| Anomaly Detection | Automatically identifies metrics that become abnormal compared to their usual behavior. |
| Recommendations | AI-generated optimization suggestions based on your performance data. |
| Weekly Insights | Intelligent weekly summary: highlights, trends, and attention points. |
| Custom Metric | Create and track a custom metric from your existing data. |
Managing Your Widgets
Adding a Widget
- Open the My Board tab in the dashboard.
- Click the Edit mode button to enable editing.
- Click Add to open the catalog.
- Browse categories and select the desired widget.
- Configure widget options (metric, source, format) then confirm.
The widget appears on your dashboard, ready to be positioned.
Configuring a Widget
Click the gear icon on the widget in edit mode. The configuration panel lets you:
- Choose the displayed metric (spend, leads, sales, ROAS, etc.)
- Select the data source (all campaigns, a specific campaign, a rep)
- Set the display format (dollars, percentage, whole number)
Test Different Configurations
You can modify a widget's configuration as often as needed. Experiment with different metrics and sources to find the most useful view.
Removing a Widget
In edit mode, click the X that appears in the widget's upper-right corner. Removal is immediate.
Rearranging Widgets
In edit mode, click and hold on a widget and drag-and-drop it to the desired position. Other widgets automatically readjust to accommodate the move.
Available Presets
To get started quickly, DURUM.ai offers preconfigured presets that fill your dashboard with a widget selection tailored to your role.
| Preset | Target Audience | Content |
|---|---|---|
| CEO | Executives and managers | Executive view with global KPIs, full funnel, revenue trend, and P&L summary. |
| Media Buyer | Media buyers and marketers | Ad performance with spend by campaign, ROAS per ad, daily spend, and anomaly detection. |
| Sales | Reps and sales directors | Sales pipeline, bookings vs meetings, no-show heatmap, rep performance, and revenue by product. |
Presets Don't Merge with Existing Widgets
Applying a preset replaces the current My Board layout. If you've already customized your dashboard, save your layout before applying a preset, or manually add widgets from the catalog.