Conditional logic for dashboard widgets
under review
D
Dave Yandel
Allow for conditional logic on the dashboard widgets; show specific data points and widgets based on conditions. This would allow for widgets to visible or hidden when the condition is met or not met.
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C
Cody Lardizabal
Upvoting this hard. We're building tour dashboards for a real and event venue clients and ran into this exact wall.
We can get raw counts no problem — Showed, No-Show, Confirmed, etc. — but the moment we try to calculate Show Rate (# Showed ÷ # Total Appointments × 100), Custom Metrics falls short because you can't filter the appointment metric by status inside the formula builder.
So right now we can't display:
• Show Rate % = Showed / Total Appointments
• No-Show Rate % = No-Shows / Total Appointments
• Confirmation Rate % = Confirmed / Total Booked
...all of which are basic KPIs any sales team needs at a glance.
The formula editor is already there. The percentage display type is already there. The only missing piece is the ability to filter each metric by status/condition inside the builder. That's it. Please ship this!
S
Sales & Marketing
Merged in a post:
Custom Metric Dashboard Widgets Need Full Range of Conditions
J
John Flaniken
Love the potential for the new CUSTOM METRIC Widgets in the dashboard builder.
But, they are lacking metric customizability via conditional options for each metric type. For example: the only thing you can filter for when choosing Opportunities within the custom metric calculation is the date field you want to choose from. We need to be able to use the full range of conditions that we can use in typical opportunities widgets to make this useful. (ie, pipeline, stage, value, custom values, etc.))
ALSO, the opportunities conditionally chosen to build the custom metrics should abide by the user-assigned filters that you can use at the dashboard viewing level.
K
Kelvin Khoo
I agree. There needs to be better options such as selecting a value that is displayed on the customer dashboard and applying an operation with another value that is displayed to be able to create a KPI custom metric. For example, taking the Ad Spend value displayed from Meta divided by total number of Contacts/Opportunites that came from Meta to get CPL
W
Will Dukes
Even if we were able to access another widget's output, it would be helpful. E.g . I have a widget for number of opportunites with status won in a certain pipeline. Being able to access that output in a custom widget, and then operate on it with the output from another widget would also allow me to get very granular in my metrics without having to export to a google sheet.
J
John Flaniken
EDIT: the metrics conditionally chosen to build the custom widgets should have individual toggles to abide by user-assigned filters that you apply at the dashboard viewing level (ex. you want to multiply user-owned opp-count in one pipeline by total opp value in another pipeline)
Also, date-range override filters should be added per individual metric in the builder too (ex. You want to multiply opps created within "dashboard date range" by opps created within (override) "to date")
T
Tracey Lipnicki
YES, so many things are missing that we cant filter data correctly. the conditions need to have access to ALL fields otherwise we cant use them for proper KPIs.
T
Tushar Datt Upadhyay
marked this post as
under review
T
Tushar Datt Upadhyay
Merged in a post:
Sub-acount Widgets: Support Multiple Conditions for Tags
A
Alexis Counts
Sub-acount Widgets: Support Multiple Conditions for Tags
Allow Statements like the following:
Tag is (PURCHASED)
AND
Tag is not (SUBSCRIPTION)
This is currently not possible.
B
Ben Gallagher
Yes please! Don't know why this wasn't possible from the beginning!
P
PDEA GHL User
Add also the ability to have the if/else logic that is being used in workflows.
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