Widget Catalog

The My Dashboard tab of the dashboard is built from a library of 36 widgets, split into seven categories. This guide lists them all, with their technical identifier, their name in the application, what they show and their options. How the board works (edit mode, templates, saving) is described in My Board.

Amounts are displayed in your account currency.

Popular

The Popular tab of the library groups eight widgets that also live in the other categories: Key Figure, Spend vs Revenue, Conversion Funnel, Strategic Alerts, Rep Leaderboard, Sales Pipeline, Recommendations and Multi-Step Conversion Rates.

Metrics

Widget	Identifier	What it shows	Options
Key Figure	kpi_card	A figure with its title	Source (Overview, Sales, Finance), metric, title, format, color
Key Figure + Trend	kpi_sparkline	The figure and a 30-day mini-chart	Source (Overview, Sales), metric, title, curve color
Key Figure + Comparison	kpi_comparison	The figure and its % change vs the previous period, with a green or red arrow	Source (Overview, Sales, Finance), metric, title

Charts

Widget	Identifier	What it shows	Options
Spend vs Revenue	trend_line	Spend and revenue curves over time, dual axis	Data displayed: ad spend vs collected revenue, or number of sales per day
Sales Trend	sales_trend	Three curves per day: bookings, meetings, sales	none
Conversion Funnel	funnel	Leads → Applications → Bookings → Shows → Sales, with the rates between stages	none
Spend by Campaign	spend_by_campaign	Stacked areas of spend per campaign	none
No-Show Map	no_show_heatmap	No-show rate by day and by hour, measured separately	none
Sales Pipeline	pipeline	Bars Bookings → Shows → Sales	none
Detailed 7-Stage Funnel	funnel_stages	Complete funnel with the rate and the loss at each transition	none
Revenue by Product	revenue_by_product	Bars of revenue per product	none
Revenue by Rep	revenue_by_rep	Horizontal bars of closed revenue per rep	none
Cash Flow	cash_flow	Cumulative spend and revenue curves; the crossing marks profitability	none
Daily Spend	daily_spend	One bar per day for ad spend	none
Bookings vs Meetings	booking_vs_meeting	Grouped bars: bookings created, meetings scheduled, shows, no-shows	none

Tables

Widget	Identifier	What it shows	Options
Ads Table	ads_performance_table	Each ad: Ad, Spend, Clicks, Leads, Sales, Revenue, ROAS; sortable, CSV export	none
Campaign Table	campaign_table	Each campaign: Campaign, Spend, Clicks, Leads, Sales, Revenue, ROAS	none
Rep Leaderboard	rep_performance_table	Representative, Bookings, Meetings, Shows, No-Shows, No-Show %, Won, Close %, Revenue, Avg. Ticket	none
Conversion by Source	funnel_by_source	Per traffic source: Leads, Bookings, Sales, Revenue	none
Profit & Loss	pnl_summary	Month by month: Revenue, Spend, Profit, Margin	none
Client Ranking	client_ranking	Comparison of an agency's accounts (score, spend, ads, campaigns); reserved for the DURUM team, invisible for a client account; requires benchmarks enabled in the profile	none

Diagnostics

Widget	Identifier	What it shows	Options
Strategic Alerts	alerts	Critical signals (CPA too high, rising no-show, falling ROAS), levels Critical, Warning, OK, Info	none
Weekly Insight	weekly_insight	Up to five highlights ranked by type and severity	none
Full Funnel Diagnostic	bottleneck_flow	Each transition of the journey analysed vs target or 90-day history, in green, yellow or red, with the estimated impact in sales and money	none
Anomaly Detection	anomaly_detector	Unusual spend (beyond two standard deviations) and sudden conversion rate changes	none
Recommendations	smart_recommendation	Concrete actions based on your data, each with an estimated impact; dismissed or implemented recommendations do not come back	none

The engine behind Recommendations and Weekly Insight is described in Insight DURUM.

Advanced

Widget	Identifier	What it shows	Options
Health Score	health_score	0 to 100 gauge of the account: green above 80, yellow from 60 to 80, red below	none
Data Freshness	data_freshness	Last sync of each source (Up to Date, Stale, Missing)	none
Multi-Step Conversion Rates	conversion_rates	In one row: Cost/Lead, Cost/App, Cost/Booking, Close Rate	none
Custom Metric	custom_metric	The result of a free formula between metrics (for example revenue / adSpend)	Title, formula, format, color

DURUM Intelligence

Widget	Identifier	What it shows	Options
Business Pulse Score	bps_gauge	Circular 0 to 100 gauge of overall health (green above 70, orange above 40, red below), with a data confidence score	none
Growth Temperature	growth_temp	Momentum bar from −50 to +50: Cold, Cool, Warm, Hot	none
Churn Risk	churn_risk	Inverted gauge (red = danger) based on four signals: spend, engagement, results, inactivity	none
Vital Signs	vital_signs	2 × 2 grid: business pulse, client health, growth, churn risk	none
Metric History	metric_history	90-day curve of a proprietary score with its current value and direction	Metric to track: BPS, GTI, CHS, CRP, RHI, CAE, LSI, GWI or MRO

Uncategorised

Widget	Identifier	What it shows	Options
Swipe Intelligence	swipe_insights	Frameworks, angles and strategies extracted from a marketing email library; reachable only through the library search	Number of insights: 3, 5 or 8

---

Managing your widgets

Adding a widget

1. Open the My Dashboard tab of the dashboard.
2. Click Customize to enter edit mode.
3. Click + Add to open the library.
4. Pick a category or type in the search field, then click the widget.
5. Click Save once your board suits you.

The widget appears in the first free spot of the grid. The "Configurable after adding" mention flags widgets that have options.

Configuring a widget

In edit mode, click the widget's gear icon. The Configuration window shows its options, then Apply. Widgets without options say so.

Removing a widget

In edit mode, click the widget's ✕. Removal is immediate, but only stored with Save; Cancel restores the widget.

Moving and resizing

In edit mode, grab the ⠿ handle and drag the widget. Each widget has a minimum and maximum size; the corner handle resizes it within those limits.

---

Available templates

The Templates button offers one template per family of roles (agency team, client account, rep) and the Empty Board option. Each template shows its widget count.

A template replaces your board

Applying a template fully replaces the current layout. A confirmation is requested, and Cancel restores your board as long as you have not clicked Save.