Custom Dashboard widgets display different types of customer data in a visual dashboard. Each widget focuses on a specific data source, like account attributes, customer engagement, lifecycle progress, or product usage. By combining multiple widgets in a single dashboard, teams can create reporting views that help monitor customer health, track adoption trends, and identify opportunities or risks across their accounts.

This article provides a high-level overview of the types of widgets available in ChurnZero Custom Dashboards and the types of insights they can help you analyze.

Account and Contact Data Widgets

These widgets display information stored on account or contact records. They help teams analyze attributes, metrics, and customer-level data across their portfolio.

Examples include:

• Account Attributes Widget: Displays account-level fields such as industry, customer tier, lifecycle stage, or other configured attributes.

• Account Metrics Widget: Visualizes account metrics, including values tracked over time such as usage or engagement measurements.

• Contact Attributes Widget: Displays fields stored on contact records.

• Contact Metrics Widget: Shows contact-level metrics and activity trends.

These widgets are commonly used to segment customer portfolios and monitor key customer characteristics.

Customer Health and Risk Widgets

These widgets focus on monitoring overall customer health and identifying accounts that may require attention.

Examples include:

• ChurnScores Widget: Displays ChurnScore values and trends to help identify accounts at risk or improving in health.

• Signals Widget: Surfaces AI-detected signals related to opportunities, risks, or customer behavior changes.

Customer health widgets help teams proactively identify accounts that need engagement or support.

Engagement and Activity Widgets

These widgets track customer interactions and activity across accounts and contacts.

Examples include:

• Meetings Widget: Displays scheduled or completed customer meetings.

• Messages Widget: Tracks email and messaging activity with contacts.

• Notes Widget: Displays notes recorded during customer interactions.

• Tasks & Activities Widget: Shows tasks, follow-ups, and other internal activities.

These widgets help teams monitor communication history and ongoing customer engagement.

Product Usage and Event Tracking Widgets

These widgets focus on product activity and event data captured in ChurnZero.

Examples include:

• Events Widget: Displays product usage events and activity patterns.

These widgets help teams analyze how customers are interacting with their product and identify usage trends.

Workflow and Lifecycle Widgets

These widgets display information related to automation workflows and lifecycle management.

Examples include:

• Plays Widget: Tracks activity related to plays and automated workflows.

• Journeys Widget: Displays progress within customer journeys or lifecycle programs.

• Success Plan Widget: Shows information related to customer success plans and milestones.

These widgets help teams monitor workflow progress and ensure customers move through key lifecycle stages.

Custom Data Widgets

These widgets allow teams to report on custom data structures configured in ChurnZero.

Examples include:

• Custom Tables Widget: Displays data stored in custom tables associated with accounts.

• Segment Results Widget: Shows records that match a specific segment definition.

These widgets allow organizations to track specialized customer data that may not exist in standard account or contact fields.

Utility and Supporting Widgets

Some widgets provide supporting information or help refine how dashboards display data.

Examples include:

• Details Widget: Displays detailed information about selected records.

These tools help customize dashboards and ensure teams are viewing the most relevant information.

Used together, these widgets let teams build dashboards tailored to their role and priorities, from high-level health trends across the portfolio to activity details for individual accounts. The result is a shared, customizable view of customer health and engagement that keeps the whole team working from the same data.