Make the Smokeball dashboard work for you by adding widgets to keep track of important tasks, leads, and activities.
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.
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
- Select Customise from the top-right corner of the dashboard to enter the layout customisation screen.
- Select Add Widget.
- Choose the Widgets you want, then customise the size, colour and more.
Suggested Widget Options:
- View leads or matters with no activity
- View recently edited documents
- View new leads or matters
- View matters by stages
- View Billable and Non-Billable Hours
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.
What can you customise?
- Colour of the strip above the widget name
- Display name
- View matters/leads as a list or a total number
- 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.
What can you customise?
- Colour 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.
What can you customise?
- Colour of the strip above the widget name
- Display name
- View matters/leads as a list or a total number
- 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.
View Billable and Non-Billable Hours
Easily keep track of your hours using the Hours widget. Once enabled, the Hours widget displays your number of billable and non-billable time entries logged for the specified period.
Note: Pending fees will not be included.
What can you customise?
- Colour of the strip above the widget name
- Display Name
- Highlight colours for billable hours and non-billable hours
- The date range can be filtered by today, yesterday, this week, last week, current month, last month, or the entire year