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.
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
- Select Customise from the top-right corner of the dashboard to enter the layout customisation screen.
- Select Add Widget and choose the widget you need for the Widget Library window.
- Customise the size, colour, display style and more as required.
- Select Save.
Customise widget appearance or date range
Most widgets have additional settings to further configure how they look and what time period they pull from. To view widget settings, select the three dots on the top-right corner of the widget.
Resize a widget
Widgets can be resized to make room for more widgets on the dashboard or to improve how it looks. Drag the bottom-right corner of a widget to resize it.
Widget Library
Click on the headings below for information on each Smokeball Dashboard widget.
The Activity Timeline widget graphs your activity for the day, week or month and breaks down the duration you spent on each activity.
What can you customise?
- Colour of the strip above the widget name
- Display Name
Use the Amounts widget to assess your firm's performance and profitability. You can use this widget to track the amount of billable and non-billable time entries logged for the specified period, alongside its pound value.
What can you customise?
- Colour of the strip above the widget name
- Display Name
- Colour of 'Billable Amounts'
- Colour of 'Non-Billable Amounts'
- Date Range - filter to show:
- Today
- Yesterday
- This Week
- Last Week
- This Month
- Last Month
- This Year
Use the Assigned Matters widget to see how many matters a staff member is assigned to.
What can you customise?
- Colour of the strip above the widget name
- Display Name
- Widget display style:
- Number
- List
- Matter Status (e.g. Open, Pending, Closed, Cancelled, Deleted)
- Staff Member(s) assigned
- Matters, Leads, or both
- Include Staff assigned as:
- Matter Fee Earner
- Person Assisting
- Tagged staff members
Use the Completions widget to easily track your completions that fall on a particular day, week, or month. The information is pulled from data entered in the Property Details and Completion Details screens for Conveyancing and Commercial Property matters.
What can you customise?
- Colour of the strip above the widget name
- Widget display name
- Assignee Staff Member(s)
Note:
'Assignee' will return matters for the selected staff who are assigned to the matter as Matter Fee Earner, Person Assisting, or a Tagged staff member.
The Daily Digest widget shows your events, tasks, and phone messages for today. You can also adjust the day and check other staff members' daily schedules.
What can you customise?
- Colour of the strip above the widget name
- Display Name
- Included Tasks types:
- Events
- Tasks
- Phone Messages
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.
What can you customise?
- Colour of the strip above the widget name
- Display Name
- Colour of 'Billable Amounts'
- Colour of 'Non-Billable Amounts'
- Date Range - filter to show:
- Today
- Yesterday
- This Week
- Last Week
- This Month
- Last Month
- This Year
The Intake Forms widget shows a list of intake forms created and submitted in a specified time frame.
What can you customise?
- Colour of the strip above the widget name
- Display Name
- Widget display style:
- Number
- List
- Time frame
- Intake Form status (e.g. Unshared, Shared, Completed, Closed)
- Matters, Leads, or both
Use the Leads with no activity widget to see all open and pending Leads that have not had any work done within a certain timeframe. This widget will help to keep on top of your leads and not let any fall through the cracks.
What can you customise?
- Colour of the strip above the widget name
- Display Name
- Widget display style:
- Number
- List
- Date range/timeframe of inactivity
- Ascending sort
Use the Matters with no activity widget to see all open and pending Matters that have not had any work done within a certain timeframe. This widget will help to keep on top of your matters and not let any fall through the cracks.
What can you customise?
- Colour of the strip above the widget name
- Display Name
- Widget display style:
- Number
- List
- Date range/timeframe of inactivity
- Ascending sort