Unlimited widgets.
Every metric, one canvas.

15+ types, unlimited per dashboard, flexible configuration—visualize sales, pipeline, calls, and custom data.

Build the board your team actually checks.

Types, limits, config, viz, metrics, library.

15+ Widget Types

Charts, tables, metrics, funnels, gauges, and more—pick the right visualization.

Chart widgets
Table widgets
Metric KPI tiles
Funnel widgets
Gauge widgets
List and leaderboard widgets

Unlimited Per Dashboard

No caps on widgets per board. Stack every metric your team needs in one view.

Unlimited widgets
Dense executive layouts
Role-specific boards
Drill-down friendly
Resize and reorder
Save layout versions

Widget Configuration

Point each widget at the right data source, filters, and date range.

Data source picker
Filter builder
Date presets
Comparison periods
Formatting options
Per-widget refresh

Data Visualization

Choose visualizations that match the story—trends, composition, or distribution.

Line and area charts
Bar and stacked charts
Pie and donut splits
Heatmaps where supported
Sparklines
Auto-suggested charts

Metric Tracking

Sales, pipeline, calls, emails, and custom fields—any metric in the model.

CRM standard metrics
Custom field rollups
Telephony stats
Email performance
Goal vs actual
Calculated metrics

Widget Library

Start from templates or clone widgets across dashboards for consistency.

Pre-built library
Clone across boards
Admin-curated packs
Version notes
Import/export
Faster rollout
app.adoptiv.ai / features/analytics/widgets

Who uses these analytics

RevOps, sales leaders, and CS—one source of truth on the wall.

Sales leadership

Pipeline, conversion, and rep metrics on dashboards and wallboards without exporting to sheets.

Marketing ops

Campaign and funnel widgets beside CRM data for full-funnel reporting.

Customer success

Health scores and meeting load visible on shared team dashboards.

RevOps

Permissions, sharing, and refresh policies that scale across departments.

Why teams standardize on Adoptiv widgets

Flexible visuals without BI sprawl.

01

Any metric

  • Standard and custom fields.
  • One builder for all objects.
02

No widget tax

  • Unlimited tiles per board.
  • Leaders and reps see the same stack.
03

Governed configs

  • Filters and date logic per widget.
  • RevOps controls the narrative.
04

Shared boards

  • Publish to teams with permissions.
  • Everyone works off one definition.
Widgets

Still rebuilding the same chart in spreadsheets every Monday?

Static exports go stale and don’t scale. Adoptiv widgets stay wired to live CRM data with permissions your RevOps team controls.

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Adoptiv telephony and CRM

Start from a dashboard

Unlimited dashboards hold unlimited widgets—compose executive and rep views side by side.

Unlimited dashboards

Go bigger on wallboards

Push the same widgets to TV mode for floor visibility.

Wallboards

Ship a widget board in three steps

Pick type, bind data, publish.

1

Choose widget type

KPI, chart, funnel, or table—match the metric to the story.

2

Bind data

Select object, filters, and comparison windows. Preview before save.

3

Publish

Add to a dashboard, set who can view or edit, and share the link.

FAQ

Everything you need to know about Adoptiv

Quick answers to what sales teams ask most before getting started with Adoptiv.

SOC 2 & ISO 27001
3× Faster Dialing
10,000+ Teams

Unlimited per dashboard. Adoptiv does not charge per widget—build boards as rich as you need.

15+ types including KPIs, time series, funnels, tables, gauges, and lists—aligned to CRM, telephony, and email data.

Yes. Roll up custom field data into charts and tables with the same filters as standard objects.

Dashboards support near real-time refresh policies—see Real-Time Updates for live cadence details.

Yes. Clone or share widget definitions so RevOps maintains one source of truth for definitions.

Create a dashboard, add widgets from the library, bind metrics, and publish to your team in minutes.

Ready for unlimited widgets?

Free trial. 15+ types, unlimited per dashboard, live CRM data.

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Adoptiv dashboard widgets