Dashboard & Widgets

In NetHunt CRM, the Dashboard is used to monitor some essential CRM data to provide a quick and easy overview of current business performance using different widgets.

There are two types of widgets on NetHunt Dashboard - System Widgets and Custom Widgets (based on Reports)

To open the Dashboard, click on your workspace name located in the left-hand panel of NetHunt (highlighted with a red box in the screenshot below). On the Dashboard, you’ll see the existing widgets, along with two blue buttons (indicated by arrows) that let you add Custom Widgets:

Let’s take a closer look at the four System Widgets in detail: the Folders widget, the Team & Permissions widget, the Tasks widget, and the Subscription widget.

Shows you all the folders that you have in your workspace (even those hidden from the left navigation panel), gives you full access to folder settings (Gears icon in the top right corner), and allows adding new folders ("Create Folder" button at the bottom).

Shows the overview of all the users in your workspace, gives you the ability to Invite New Users (button at the bottom), and manage user roles and permissions (gears icon in the top right).

This widget will show you all your upcoming tasks, their due time, priority, and records associated with them. From here, you would also be able to create new tasks by clicking on the "+" button in the top right part of the widget.

Shows the data on your current Subscription Plan, gives you some useful stats, and allows you to Change Your Subscription Plan or subscribe if you haven't yet.

You can reorganize the widgets' order by hovering over the widget you want to move and clicking and holding the six-dot button. This way, you'll be able to drag & drop your favorite widgets (once you have more of them) to the top of your Dashboard:

When you click on the blue "+Widget" button, you'll be able to choose what Report your new widget will be based on: User Activity, Pipeline, or Goals (click on any of them to learn more details on the reports themselves):

Next, you will have to choose an existing report or create a new one to base the widget data upon:

Here are examples of the Pipeline and Goals report widgets:

If you have a particular custom widget idea in mind, make sure to create a respective report providing underlying data for the widget. Pay special attention to the Data Range in your reports, as you can not choose it in the widget creation window:

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