Customise your dashboard with widgets

Make the Smokeball dashboard work for you by adding widgets to keep track of important tasks, leads, and activities. 

Dashboards are available exclusively to Smokeball Prosper.

This article will go into detail on widgets available in our Widget Library. You can also customise your dashboard by moving widgets around and adding new dashboards.  

Note: Only you can see changes made to your dashboard. Changes you make on the dashboard customisation screen are not visible to other users in your firm. 

How to add widgets to your dashboard 

  1. Select Customise from the top-right corner of the dashboard to enter the layout customisation screen. 
  2. Select Add Widget. 

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View leads or matters with no activity 

The Leads/Matters with No Activity widget shows all open and pending leads or matters that have not had any activity within a certain timeframe. Keep on top of your leads and don’t let matters fall through the cracks. 

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What can you customise? 

  • Color of the strip above the widget name 
  • Display name  
  • View matters/leads as a list or a total number
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  • Time frame for the widget to pull data from 

View recently edited documents 

The My Recent Documents widget shows you 15 of the most recent documents you’ve saved changes in. 

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What can you customise? 

  • Color of the strip above the widget name 
  • Display name 

View new leads or matters 

The New Leads and New Matters widgets show all new leads or matters created in a specific timeframe. 

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What can you customise? 

  • Color of the strip above the widget name 
  • Display name 
  • View matters/leads as a list or a total number 
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  • Time frame for the widget to pull data from 

View matters by stages 

The Stages widget shows all matters in a stage set, sorted by how far along the stage set they are. You can quickly tell if too many matters are being bottlenecked at a certain stage, or if there aren’t enough leads being converted into matters. 

What can you customise? 

  • Color of the strip above the widget name 
  • Display name 
  • Which stage set to display – you can also pick another one from the drop-down menu on the dashboard at any time 

You can add the Stages widget multiple times to have a side-by-side view of different stage sets. 

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View upcoming conveyancing settlement dates 

Use the My Settlements widget to view upcoming settlement dates over a certain time frame.

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The information is pulled from data entered in the Conveyancing Details and Property Details layouts. 

From the dashboard screen, you can choose to view settlements that fall on a particular day, week, or month.  
Hover over the matter, property address, or settlement location to see the full details of the settlement. 

View conveyancing critical dates 

The My Conveyancing Critical Dates widget shows critical dates for conveyancing matters over a specified time frame. 

The critical date types you can choose are:

  • Cooling Off expiry date 
  • Finance due date 
  • Building & Pest date 
  • Pool Safety date 
  • Special Condition due date 
  • Settlement date
  • Stamp Duty due date

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The information is pulled from data entered in the Conveyancing Details and Property Details layouts. 

From the dashboard screen, you can choose to view critical dates that fall on a particular day, week, or month.  

You can also add more than one critical date widget to display another version of the widget but configured to different dates or critical date types.

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