Dashboard

📊 Seriously… when will we get real customizable KPI dashboards?
We’re seeing a lot of new features being released — especially around AI — which is great. But one fundamental piece is still missing: 👉 the ability to build fully customizable dashboards inside sub-accounts. Today, any serious business needs to: • track KPIs in real time, • build custom metrics, • make data-driven decisions. 👉 Right now, we can’t: • create custom calculations (e.g., conversion rate based on tags), • combine data sources (e.g., leads vs ad spend), • build dashboards tailored to our business model. 🎯 Example: Being able to calculate: ➡️ (Contacts with “client” tag) ÷ (ad spend) ➡️ or closing rate based on custom statuses 👉 Instead, we’re forced to: • export data, • use Google Sheets, • rebuild everything externally. 🤯 That’s the issue: We have a powerful all-in-one platform… Yet we still rely on external spreadsheets to run our business. 👉 What we need: • a true customizable dashboard builder, • support for dynamic formulas / calculations, • KPI tracking based on tags, pipelines, campaigns, etc. 🎯 This is a core feature for scaling a business — not a “nice-to-have”. 👉 Honestly, it’s hard to understand why this still isn’t available, when every serious entrepreneur needs it daily. 👉 So… when will we finally be able to run our business directly from the platform, without relying on Google Sheets?
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Enhancement
Add Nested Tag Filters in Widget Conditions (match Smartlists Advanced Filters)
Smartlists (Advanced Filters) lets us build tag logic like: • Tag is “Registration” AND • Tag is not “Attendee” But in Dashboard widgets (Edit Widget → Conditions), the Tags filter is limited and does not allow the same nested filter builder. What we need Please add the same Advanced Filters / Nested Filters experience from Smartlists into Dashboard widget filtering, including: • Add nested filter inside Widget Conditions • Support Tag is + Tag is not in the same widget • Ability to add multiple tag rules • Grouping logic so we can build accurate cohorts for reporting Example use case Widget should allow: • Tags is “New Year Free Class Registration [date]” AND • Tags is not “New Year Free Class Attendee [date]” This is required for reporting on “Registered but did not attend” without creating extra tags or separate lists just to make dashboards work. Why this matters Dashboards should be the source of truth. Without nested filters: • Widgets show the wrong group of contacts • We are forced to create extra tags or Smartlists just for reports • Reporting becomes slower and inconsistent across the team • Easy to make mistakes and miss follow ups Outcome • Widget Conditions includes Add nested filter (same as Smartlists) • Tag filters support is and is not together in one widget • Supports multiple conditions and grouped logic • Results update live, just like Smartlists
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Enhancement
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