Help Center

Overview

Contacts Widgets provide powerful tools for visualizing and analyzing your contact information directly within your CRM dashboards and custom reports. These widgets eliminate the need for manual exports or spreadsheet analysis by giving you immediate insights into your contact data. You can track total contact counts, analyze trends over time, examine distribution by various categories, and filter results to focus on specific segments that matter most to your business.

Available Contacts Widgets

There are 17 different Contacts Widgets available, each designed to answer specific questions about your contact database. While each widget opens with a default chart type that best suits its purpose, you can customize the visualization to any supported chart type through the widget settings.

Contacts Count - Shows the total number of contacts
Contacts Count (Logged in user) - Displays contacts assigned to the currently logged-in user
Contacts Count Over Time - Tracks how contact additions trend over a selected period
Contacts Counts by Activity - Shows the number of contacts with specific activities
Contacts Counts by Tags - Displays how contacts are distributed across different tags
Contacts Counts by Type - Shows contact distribution by contact type classification
Contacts by Assigned User - Maps contacts across your team members
Contacts by Company Name - Shows contact distribution across different companies
Contacts by Medium - Displays contact distribution by attribution medium
Contacts by Source - Shows contact distribution by attribution source
Contacts with Email - Counts contacts that have email addresses on file
Contacts with Phone Number - Counts contacts with phone numbers recorded
Contacts without Email - Shows contacts missing email addresses
Contacts without Phone Number - Shows contacts without phone numbers
Top Sources for Contacts Created - Ranks sources driving the most new contacts
Total Contacts Count (This Month) - Shows contacts created in the current calendar month
Total Contacts Count (Till Date) - Displays cumulative total contacts from the beginning

Important Notes: The last two widgets use fixed date scopes and do not follow the dashboard's global date range selector. Widgets showing attribution data (Contacts by Medium, Contacts by Source, and Top Sources) include a built-in Latest Attribution filter that shows data based on the most recent touchpoint for each contact.

Supported Chart Types

All Contacts Widgets can be customized to display data using various visualization formats:

Number - Ideal for single key performance indicators and quick counts
Donut - Perfect for showing distribution and breakdowns by category
Bar - Effective for comparing values across different categories
Line - Best for tracking trends and patterns over time
Horizontal Bar - Useful when comparing many categories with long labels
Table - Provides detailed row-level breakdowns of your data

Group By Options

Widgets that support breakdown dimensions can be grouped by various contact properties to provide deeper insights. Grouping is available on widgets that show distributions and breakdowns.

Available grouping options include:

Assignee - Groups by the user assigned to each contact
Source - Groups by the source where the contact was generated
Tags - Groups by tags applied to the contact
Followers - Groups by users following the contact
Company Name - Groups by the company associated with the contact
Contact Type - Groups by the contact's type classification
Country - Groups by the contact's country
Activity - Groups by activity type associated with the contact
Session Source - Groups by session-level traffic source
Medium - Groups by attribution medium

Tip: Apply conditions first to narrow your data set, then use Group By options to see detailed breakdowns within that specific segment.

Date Properties

Contacts Widgets can measure data against different date fields, allowing you to control which timestamp is used when applying the dashboard date range:

Created On - When the contact record was created (default for most widgets)
Updated On - When the contact record was last modified
Birth Date - The contact's date of birth
Last Activity - The date of the most recent activity recorded on the contact

Filtering Contacts Widgets

Every Contacts Widget supports filtering through conditions in the widget settings panel. Conditions allow you to scope the widget to specific contact subsets, such as contacts in a particular country or with specific attribution sources.

Standard Filters

Standard filtering options include:

Assigned User - Filter by user assignment status
Tags - Filter by tags applied to contacts
Company Name - Filter by associated companies
Followers - Filter by users following contacts
Contact Type - Filter by contact type classification
Country - Filter by geographic location
Address - Filter by address information
Email - Filter by email presence or specific addresses
Phone Number - Filter by phone number presence or specific numbers
Birth Date - Filter by date of birth

Attribution Filters

Additional filtering options are available for attribution data, allowing you to analyze contacts based on their acquisition sources and channels.

Where to Use Contacts Widgets

Contacts Widgets are valuable across various business scenarios:

Sales dashboards to track lead generation and pipeline health
Marketing reports to analyze campaign performance and attribution
Team performance dashboards to monitor assignment distribution
Customer segmentation analysis for targeted outreach
Data quality assessments to identify incomplete contact records

Using Contacts Widgets in Dashboards and Reports