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List of Custom Report Widgets

Article: 000050563
Updated: July 10, 2024

Lead Gen & CRM's custom reports are designed to give you all the information you need to determine how your overall sales are progressing. Custom reports are designed around a library of widgets.

These widgets are all different from one another and display specific information on a key component of your business. Using Custom Reports can be mixed and matched in custom reports as needed, which can result in specific and granular reports—or something far more broad and all-encompassing.

This article will provide information on all available widgets for the custom reports feature.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons  

Light Bulb IconTip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

 

Widget Types



Custom reports, as the name implies, let you customize created reports with only the information you want. This information is displayed by different widgets, which can be dragged and dropped into a custom report as needed. 

Different widgets will display different information. The available widget types are as follows:
 

Icon 

Name

 

Description

 

AreaIcon_CustomReportWidgets.png 

Area

 A graph that is meant to compare different quantities of data.

 

 

 

DonutIcon_CustomReportWidgets.png

 

Donut

 A graph that display portions of data as a proportion of the entire selection of data.

 

 

 

FunnelXIcon_CustomReportWidgetsFunnel.png Funnel A series of data points shown in sequence, in order from the initial point to the final point.





 

ListIcon_CustomReportWidgets.png

 List A series of similar data points presented consecutively in a descending order.

 

 

 

ColumnIcon_CustomReportWidgets.png 

 

Stacked
Column

 A graph that compares portions of data to the whole amount of data over a period of time or by way of different parameters. 

 

 

 

StatTrendIcon_CustomReportWidgets.png

 

Stat with
Trend

 A numerical statistic along with a percentage that shows a positive or negative trend over time. 

 

 

 

TableIcon_CustomReportWidgets.png

 Table  A graph that displays its information over a series of different rows, columns, or a combination of both.

 

 

 

      

 

Account Widgets


Account widgets

 

An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all similar contacts and opportunities to one single location. Account widgets allow you to see account changes over time, and opportunity value (won, lost, and total). Track the success of your sales team and account progress. 

Available  campaigns_icon.png  Account widgets are as follows:
 

 

Type 

Name

 

Description

 

StatTrendIcon_CustomReportWidgets.png

 

Accounts Created

 Shows the total number of accounts created in a given time period. 




 
StatTrendIcon_CustomReportWidgets.png Accounts With Open Opportunities 

Shows the total number of accounts created in a given time period with open opportunities. 






 
StatTrendIcon_CustomReportWidgets.png Average Contacts Per Account 

Shows the average number of contacts assigned to accounts.

 
StatTrendIcon_CustomReportWidgets.png 

Avg Total Value of Opportunities by Account

 

Shows the average total value of opportunities assigned to the selected accounts in a given time period.






 
StatTrendIcon_CustomReportWidgets.png 

Lost Opportunity Value

 Shows the total value of opportunities that have been closed lost for all accounts in a given time period. 




 
StatTrendIcon_CustomReportWidgets.png 

Open Opportunity Value

 

Shows the total value of open opportunities for all accounts in a given time period. 






 
StatTrendIcon_CustomReportWidgets.png 

Total Active Accounts

 

Shows the total number of active accounts. 






 
StatTrendIcon_CustomReportWidgets.png 

Won Opportunity Value

 Shows the total value of opportunities that have been closed won for all accounts in a given time period. 




 
TableIcon_CustomReportWidgets.png 

Opportunities By Account

 Displays a table of accounts and the opportunities assigned to them. Table columns include Account Name, Opportunity Name, Expected Value for the opportunity, Total Value, and the number of Leads.  
ListIcon_CustomReportWidgets.png 

 

Top Accounts by Total Opportunity Value

 

 Displays the top 10 accounts with the greatest total opportunity value.  

 


Campaign Widgets




Campaigns are any marketing initiative for which you would like to track results. With campaigns, you can track lead conversions from the first interaction all the way through the final sale.  Campaigns allow you to see the end-to-end return on investment (ROI) of your marketing efforts, and you can automatically tie your marketing initiatives to revenue goals.

Available  campaigns_icon.png  Campaign widgets are as follows:

 

Type 

Name

 

Description

 

StatTrendIcon_CustomReportWidgets.png

 

Open
Opportunities

 Shows which of your campaigns are generating the most opportunities.




 
StatTrendIcon_CustomReportWidgets.png Opportunities
Created
 

Shows the total number of opportunities created by a campaign.






 
StatTrendIcon_CustomReportWidgets.png 

Sales Lost

 

Shows the total number of sales that were lost in a campaign.






 
StatTrendIcon_CustomReportWidgets.png 

Total Leads
Qualified

 Shows the total number of leads that were qualified during the course of a campaign.




 
ColumnIcon_CustomReportWidgets.png 

Activity by
Campaign

 

Shows the total number of campaign interactions within a selected timeframe.






 
ColumnIcon_CustomReportWidgets.png 

Activity by
Channel

 

Shows the total number of campaign interactions by a channel within a selected timeframe.






 
TableIcon_CustomReportWidgets.png 

Campaign Interactions By Lead

 

Displays a table of leads and the campaigns associated with each lead. Table columns include Lead, Campaign, Interaction Date, and Interaction Type (Form Fill, Manual, etc.) 

 
DonutIcon_CustomReportWidgets.png 

Campaigns
with Open
Opportunities

 Shows the total number of open opportunities in a campaign.




 
ColumnIcon_CustomReportWidgets.png 

Clicks by
Campaign

 

Shows the total number of page impressions associated with a campaign interaction.






 
ColumnIcon_CustomReportWidgets.png 

Clicks by
Channel

 

Shows the total number of page impressions associated with a campaign interaction, grouped by channels.






 
ColumnIcon_CustomReportWidgets.png 

Contacts by
Primary
Campaign

 Shows how many contacts your campaigns are generating.




 
FunnelXIcon_CustomReportWidgetsFunnel.png 

Conversion
Funnel

 Tracks and displays data on selected conversion goals.




 
ColumnIcon_CustomReportWidgets.png 

Conversions by Campaign

 Shows the total number of opportunities created by a campaign.  
ColumnIcon_CustomReportWidgets.png Conversions by Channel Shows the total number of opportunities created by a channel.  

ListIcon_CustomReportWidgets.png

 Top 10
Campaigns

by Revenue
 Shows how much your campaigns are contributing to your overall sales revenue. Displays the top 10 campaigns in descending order.




 

ListIcon_CustomReportWidgets.png

 

Top 10
Campaigns

with Won
Opportunities 

 Shows which of your campaigns have resulted in closed-won opportunities. Displays the top 10 campaigns in descending order.




 

 

 

 

   

 

Chatbot Widgets




Chatbots are an automated communication service. They allow users to search for answers about your content, and they provide a series of answers and means of collecting data. Conversations through chatbots use a specific logic path. This logic path best emulates person-to-person communication.

Available  chatbot-icon.png  Chatbot widgets are as follows:

 

Type 

Name

 

Description

 

StatTrendIcon_CustomReportWidgets.png 

Total Chats

 

The total number of chatbot chats during a specified period of time, as well as how much that number has increased or decreased.   






 
StatTrendIcon_CustomReportWidgets.png 

Total Chats with
Anonymous
Leads

 The total number of chatbot chats with anonymous leads during a specified period of time, as well as how much that number has increased or decreased.  




 
StatTrendIcon_CustomReportWidgets.png 

Total Chats
with Contacts

 

The total number of chatbot chats with contacts during a specified period of time, as well as how much that number has increased or decreased.   






 
StatTrendIcon_CustomReportWidgets.png 

Total Contacts
Created

 

The total number of contacts created as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased.  






 
StatTrendIcon_CustomReportWidgets.png 

Total Form
Fills Influenced
by Bot

 

The total number of form fills as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased.   






 
StatTrendIcon_CustomReportWidgets.png 

Total Revenue
Influenced
by Bot

 

The total revenue generated as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased.  






 
DonutIcon_CustomReportWidgets.png 

Bot Action
Breakdown

 Shows the rates for which actions were chosen in your chatbot workflows.  




 
DonutIcon_CustomReportWidgets.png 

Contacts
Created
Per Bot

 Shows the number of contacts created by interacting with your chatbots. 




 

DonutIcon_CustomReportWidgets.png

 

Conversation
Breakdown
by Bot

 Shows the number of conversations with your chatbot workflows.




 

ColumnIcon_CustomReportWidgets.png

 

Opportunities
Created from
New Leads
Generated
by Bot

 Shows which of your chatbots are generating the most opportunities as a result of new leads.




 

ListIcon_CustomReportWidgets.png

 

Total Chats
Per Page

 Shows the total number of chatbot interactions on each page where the chatbot is active.




 

ListIcon_CustomReportWidgets.png

 Total Chats
Per Page with
Known Leads
 Shows the total number of chatbot interactions with known leads on each page where the chatbot is active.




 
ColumnIcon_CustomReportWidgets.png 

Total
Conversations by Bot

 

Shows the total number of conversations for each chatbot for any given time period.   






 

 

Contact Widgets



Contacts are unique records in the Lead Gen & CRM Contact Manager. Contacts in Lead Gen & CRM can be considered either tracked or untracked, depending on if they have completed an appropriate conversion event.

Available  user_icon.png  Contact widgets are as follows:
 

Type 

Name

 

Description

 

StatTrendIcon_CustomReportWidgets.png

 Contacts
Added



 
The total number of new contacts that were created during a specified period of time, as well as how much that number has increased or decreased.

 

 

 

ColumnIcon_CustomReportWidgets.png

 Contacts
Added by

Lead Status



 
Shows the number of leads that were turned into contacts.

 

 

 

DonutIcon_CustomReportWidgets.png

 Contacts by
Lead Status



 
Shows the status of available contacts. 

 

 

 

      

 

Email Widgets



Emails are the foundation of any marketing automation platform, as they allow you to send your message to many different recipients. You will need to measure your recipients' engagement to better connect with them.

Available  email_icon.png  Email widgets are as follows:
 

Type 

Name

 

Description

 

StatTrendIcon_CustomReportWidgets.png 

Average Email
Clicks per Day







 
The average number of emails that were clicked through per day during a specified period of time, as well as how much that number has increased or decreased.




 
StatTrendIcon_CustomReportWidgets.png Average Email
Conversion
Rate






 

The average number of new customers as a result of email interaction during a specified period of time, as well as how much that number has increased or decreased. 






 
StatTrendIcon_CustomReportWidgets.png Email Click
Rate






 

The overall percentage of sent emails that had links that were clicked.

 
StatTrendIcon_CustomReportWidgets.png Email Open
Rate






 

The overall percentage of sent emails that were opened by recipients.

 

StatTrendIcon_CustomReportWidgets.png

 Sales
Influenced
by Email






 
The total number of closed-won opportunities that had contacts who opened or clicked emails during a specified period of time, as well as how much that number has increased or decreased. 




 

StatTrendIcon_CustomReportWidgets.png

 Total Email
Sends






 
The total number of emails sent during a specified period of time. 

StatTrendIcon_CustomReportWidgets.png

 Unique
Email Opens






 
The total number of unique email opens during a specified period of time, as well as how much that number has increased or decreased. 




 
StatColumnIcon_CustomReportWidgets.png Email
Performance
 

Displays the following email metrics for a selected date range:

  • Total emails sent
  • Total emails delivered
  • Total unique opens
  • Total unique clicks
  • Total bounces
  • Total unsubscribes
 

DonutIcon_CustomReportWidgets.png

 Revenue
by Email






 
Shows which emails contributed the most revenue.




 

ListIcon_CustomReportWidgets.png

 Top 10
Emails by

Conversion
Rate






 
Shows the emails that generated the most new customers. Displays the top 10 emails in descending order.




 

 

Form Widgets

Forms are windows or screens that contain numerous fields or spaces to enter data.

Forms are used as a means to establish lead tracking.


Available  form_icon.png  Form widgets are as follows:
  Click to enlarge.
  
Type  

Name

 

Description

 

StatTrendIcon_CustomReportWidgets.png

 

Average Form
Submissions
per Day

 The average number of forms that were submitted per day during a specified period of time, as well as how much that number has increased or decreased. 

 

 

 

StatTrendIcon_CustomReportWidgets.png

 

New Contacts from Form Fills

 The total number of contacts gained from all form submissions during a specified period of time as well as how much that number has increased or decreased.

 

StatTrendIcon_CustomReportWidgets.png

 Sales
Influenced
by Form
 The number of closed-won opportunities that had contacts who submitted forms during a specified period of time, as well as how much that number has increased or decreased.

 

 

 

StatTrendIcon_CustomReportWidgets.png

 Total Form
Submissions
 The total number of form submissions during a specified period of time, as well as how much that number has increased or decreased. 

 

 

 

DonutIcon_CustomReportWidgets.png

 Revenue
by Form
 Shows which forms contributed the most revenue.

 

 

 

      

 

Media Center Widgets

The Media Center houses trackable media files.

This enables you to track your leads’ interaction with important content and follow up with them in a meaningful way.

Available  media_icon.png  Media Center widgets are as follows:
  Click to enlarge.
  
Type 

Name

 

Description

 

StatTrendIcon_CustomReportWidgets.png

 

Average Media
Views per Day

 The average number of media assets that were viewed per day during a specified period of time, as well as how much that number has increased or decreased. 

 

 

 

StatTrendIcon_CustomReportWidgets.png

 Sales
Influenced
by Media
 The total number of closed-won opportunities that had contacts who viewed media assets during a specified period of time, as well as how much that number has increased or decreased.

 

 

 

StatTrendIcon_CustomReportWidgets.png

 

Total Media
Views

 The total number of views from all media assets during a specified period of time, as well as how much that number has increased or decreased. 

 

StatTrendIcon_CustomReportWidgets.png

 Unique
Media Views
 The total number of unique contacts who viewed media assets during a specified period of time, as well as how much that number has increased or decreased.

 

 

 

DonutIcon_CustomReportWidgets.png

 Revenue
by Media
 Shows which media assets contributed the most revenue.

 

 

 

ListIcon_CustomReportWidgets.png

 Top 10 Media
by Views
 Shows which media assets were viewed the most. Displays the top 10 media assets in descending order.

 

 

 

AreaIcon_CustomReportWidgets.png

 

Unique Media
Views by Media

 Shows which media assets generated the most contacts. 

 

 

  

 

 

 

  

 


 

Opportunity Widgets

Opportunities are created and added to a pipeline to monitor progress across deal stages in the sales process.

You can track the estimated revenue, estimated close date, and the contacts included in a specific opportunity.

Available  opportunities_icon.png  Opportunity widgets are as follows:
  Click to enlarge.
  
Type 

Name

 

Description

 

StatTrendIcon_CustomReportWidgets.png

 Total Revenue




 

The total revenue generated during a specified period of time, as well as how much that number has increased or decreased.

This widget can take days to populate closed/won opportunities.

 

 

 

StatTrendIcon_CustomReportWidgets.png

 Total Sales




 
The total number of sales made during a specified period of time, as well as how much that number has increased or decreased.

 

 

 

AreaIcon_CustomReportWidgets.png 

Expected Value
by Close Date
and Deal Stage






 
Shows deal stages and their respective expected close dates and value amounts.

 

 

 

DonutIcon_CustomReportWidgets.png

 Expected Value
by Deal Stage





 
Shows deal stages and their respective expected value amounts.

 

 

 

ColumnIcon_CustomReportWidgets.png 

Revenue by
Close Date
and Owner






 
Shows the best sales performances. Can be filtered to close dates, individual team members, or whole teams.

 

 

 

ColumnIcon_CustomReportWidgets.png

 Revenue
by Owner





 
Shows the best sales performances. Can be filtered to individual team members or whole teams.

 

 

 

      

Sales Dialer Widgets

With the Sales Dialer, you can place outbound calls directly from a contact's record and access the call recordings and notes in the contact's Life of the Lead. You can also save recordings of logged calls.

Available Sales Dialer widgets are as follows:
 

Type 

Name

 

Description

 

ListIcon_CustomReportWidgets.png 

Total Logged Calls

 The total number of logged calls that were made or received by the user, along with the outcome of the call.

 

 

 


Task Widgets

Tasks are activities that your users will need to complete within a certain amount of time. 

Tasks include making phone calls, sending emails, hosting meetings, or other general business activities.

Available  task_icon.png  Task widgets are as follows:
  Click to enlarge.
  
Type 

Name

 

Description

 

StatTrendIcon_CustomReportWidgets.png 

Open Tasks

 The total number of tasks that were open during a specified period of time, as well as how much that number has increased or decreased.

 

 

 

StatTrendIcon_CustomReportWidgets.png 

Overdue Tasks

 The total number of tasks that were considered as overdue during a specified period of time, as well as how much that number has increased or decreased.

 

 

  

StatTrendIcon_CustomReportWidgets.png

 

Task
Completion
Rate

 

The percentage of tasks that were completed during a specified period of time, as well as how much that number has increased or decreased.

Task completion rate is the count of total completed tasks during the selected period divided by the total tasks in the selected period. This is expressed as follows:

(Completed/Total) *100 = Rate%

 

 

 

StatTrendIcon_CustomReportWidgets.png 

Tasks
Completed

 The total number of tasks completed during a specified period of time, as well as how much that number has increased or decreased.

 

 

 

StatTrendIcon_CustomReportWidgets.png

 Tasks
Completed
Late or
Rescheduled
 The total number of tasks that were completed after their due date or were rescheduled during a specified period of time, as well as how much that number has increased or decreased.

 

 

 

StatTrendIcon_CustomReportWidgets.png

 Tasks
Completed
on Time
 The total number of tasks that were completed on or before their due date during a specified period of time, as well as how much that number has increased or decreased.

 

 

 

StatTrendIcon_CustomReportWidgets.png 

Tasks
Due

 The total number of tasks that were considered as due during a specified period of time, as well as how much that number has increased or decreased.

 

 

  

ListIcon_CustomReportWidgets.png 

Completed
Late Tasks
by User

 Shows on a user-by-user basis the number of tasks completed after their initial deadline.

 

 

 

ListIcon_CustomReportWidgets.png 

Completed
On-Time Tasks
by User

 Shows on a user-by-user basis the number of tasks completed on or before their deadline. Presented in list format.

 

 

 

ColumnIcon_CustomReportWidgets.png 

Completed
On-Time Tasks
by User

 Shows on a user-by-user basis the number of tasks completed on or before their deadline. Presented in a variety of chart formats.

 

 

 

ListIcon_CustomReportWidgets.png

 

Task Activity
Report

 Shows certain task metrics on a user-by-user basis, such as how many tasks were due, open, or completed.

 

  

 

ListIcon_CustomReportWidgets.png

 

Task
Completion
Rate by User

 

Shows on a user-by-user basis how many tasks were completed in the current period of time, and compares that information with task information from a previous period of time.

Task completion rate is the count of total completed tasks during the selected period divided by the total tasks in the selected period. This is expressed as follows:

(Completed/Total) *100 = Rate%

 

  

 

ListIcon_CustomReportWidgets.png 

Total
Completed

Tasks by User

 Shows on a user-by-user basis the number of tasks that were completed. Presented in list format. 

 

 

 

ColumnIcon_CustomReportWidgets.png 

Total
Completed

Tasks by User

 Shows on a user-by-user basis the number of tasks that were completed. Presented in a variety of chart formats.

 

 

 

ListIcon_CustomReportWidgets.png

 Total Open
Tasks 
by User
 Shows on a user-by-user basis how many tasks there were in the current period of time, and compares that information with task information from a previous period of time.

 

 

 

ColumnIcon_CustomReportWidgets.png

 Total Open
Tasks 
by User
 Shows on a user-by-user basis the number of total tasks in the current period of time, and compares that information with task information from a previous period of time.

 

 

 

 

    

 

 


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