Dashboard Widgets
Readybuild provides 16 widget types to customize your dashboard. Each widget can be added multiple times with different filter configurations.
Sales & Revenue Widgets
Sales Pipeline
Visualizes your sales opportunities organized by pipeline stage.
What it shows:
- Each sales stage as a column
- Number of projects in each stage
- Total dollar amount per stage
- Weighted value (accounting for probability)
Use cases:
- Monitor sales funnel health
- Identify bottlenecks in your pipeline
- Track deal flow through stages
Supported filters: Period, Team Member, Division
Sales Performance
Displays sales performance metrics by team member.
What it shows:
- Sales by team member
- Comparison to goals
- Performance trends
Use cases:
- Track individual sales rep performance
- Compare team members
- Monitor against targets
Supported filters: Period, Team Member, Division
Sales Total
Bar chart comparing current sales against sales goals.
What it shows:
- Current period sales total
- Sales goal for the period
- Visual comparison (bar chart)
Use cases:
- Quick goal tracking
- Company-wide sales health
- Period-over-period comparison
Supported filters: Period, Division
Leads & Appointments
Infographic-style widget showing lead targets and appointment data.
What it shows:
- Lead counts
- Appointment counts
- Progress toward targets
Use cases:
- Marketing effectiveness
- Sales team activity levels
- Lead generation tracking
Supported filters: Period, Team Member
Open Leads
Lists open leads organized by team member.
What it shows:
- Open lead list
- Assigned team member
- Lead details
Use cases:
- Lead assignment review
- Follow-up prioritization
- Workload distribution
Supported filters: Period, Team Member, Division
Close Rate
Calculates and displays close rate performance.
What it shows:
- Close rate percentage
- Won vs lost deals
- Trend over time
Use cases:
- Sales efficiency tracking
- Team performance benchmarking
- Goal setting
Supported filters: Period, Team Member, Division
Production & Operations Widgets
Production Pipeline
Shows production workflow stages and project counts.
What it shows:
- Production stages as columns
- Project count per stage
- Visual pipeline view
Use cases:
- Production workload overview
- Stage bottleneck identification
- Capacity planning
Supported filters: Period, Team Member, Division
In Production
Lists projects currently in the production phase.
What it shows:
- Active production projects
- Project details
- Status indicators
Use cases:
- Daily production management
- Resource allocation
- Project tracking
Supported filters: Period, Team Member, Division
Purchasing Backlog
Displays purchasing backlog items with expandable detail view.
What it shows:
- Pending purchase orders
- Backlog by vendor
- Urgency indicators
Use cases:
- Procurement management
- Cash flow planning
- Vendor relationship management
Supported filters: Period, Division
Backlog - Last 3 Years
Shows historical backlog data for trend analysis.
What it shows:
- Backlog over 3-year period
- Trend visualization
- Comparison data
Use cases:
- Seasonal trend analysis
- Business growth tracking
- Forecasting
Supported filters: Division
Communication & Management Widgets
My Activities & Tasks
Weekly task calendar integrated into the main dashboard.
What it shows:
- Activities for the current week
- Task assignments
- Completion status
Use cases:
- Daily task management
- Appointment tracking
- Activity planning
Note: This widget is always visible in the Tasks sidebar on the right side of the dashboard.
Activity Tasks
Personal tasks and activities list view.
What it shows:
- Your assigned tasks
- Due dates
- Priority levels
Use cases:
- Personal task management
- Daily planning
- Follow-up tracking
Supported filters: Period, Team Member
No Recent Communication
Tracks projects without recent communication.
What it shows:
- Projects with no recent notes/calls
- Days since last communication
- Contact information
Use cases:
- Customer relationship management
- Follow-up identification
- Communication gap alerts
Supported filters: Period, Team Member, Division
Recent Project Notes & Changes
Activity feed of recent project updates.
What it shows:
- Recent note additions
- Project changes
- Team member activity
Use cases:
- Team activity monitoring
- Project update tracking
- Communication log
Supported filters: Period, Team Member, Division
Reporting & Compliance Widgets
Call Report
Tracks call activities by team member.
What it shows:
- Call counts by person
- Call outcomes
- Activity metrics
Use cases:
- Sales activity tracking
- Team accountability
- Call volume monitoring
Supported filters: Period, Team Member
Client Concerns
Lists active client concerns and issues.
What it shows:
- Open concerns
- Priority/severity
- Assigned team member
Use cases:
- Issue tracking
- Customer satisfaction monitoring
- Problem resolution
Supported filters: Period, Team Member, Division
Permit
Tracks permit status across projects.
What it shows:
- Permit status
- Pending permits
- Expiration dates
Use cases:
- Compliance tracking
- Project readiness
- Regulatory management
Supported filters: Period, Division
Widget Filters Explained
Period Filter
Select the time range for widget data:
| Option | Description |
|---|---|
| This Week | Current week (Sunday-Saturday) |
| Last Week | Previous week |
| Next Week | Upcoming week |
| This Month | Current calendar month |
| Last Month | Previous calendar month |
| Next Month | Upcoming calendar month |
| This Quarter | Current quarter |
| Last Quarter | Previous quarter |
| Next Quarter | Upcoming quarter |
| This Year | Current calendar year |
| Last Year | Previous calendar year |
| Next Year | Upcoming calendar year |
| This Year to Date | January 1 through today |
| Last Year to Date | Same period last year |
Team Member Filter
Filter data by specific team members:
- Select one or more team members
- Shows only data relevant to selected users
- Useful for individual performance tracking
Division Filter
Filter by business division or opportunity type:
- Shows data for selected division only
- Useful for departmental views
- Aligns with your company's division structure
Adding Multiple Instances
You can add the same widget type multiple times with different configurations. For example:
- Sales Pipeline filtered to "This Month" + "John Smith"
- Sales Pipeline filtered to "This Quarter" + entire team
Each instance maintains its own filter settings.
Widget Best Practices
- Don't overload - Start with 4-6 widgets and add more as needed
- Use filters wisely - Configure each widget for specific insights
- Group related widgets - Place similar widgets near each other
- Review regularly - Adjust your dashboard as your needs change
- Role-appropriate - Focus on widgets relevant to your job function
Related Topics
- Dashboard Overview - Getting started with the dashboard
- Customization Guide - Layout and personalization options