Contacts Widgets in Dashboards & Reports

Modified on: Thu, 18 Jun, 2026 at 5:09 AM

TABLE OF CONTENTS

Overview
Available Contacts Widgets
- Supported Chart Types
Group By Options
Date Properties
Filtering Contacts Widgets (Conditions)
- Standard Filters
- Attribution Filters
Where to Use Contacts Widgets
Frequently Asked Questions (FAQs)

Overview

Contacts Widgets let you visualize and analyze your contact data directly inside your dashboards and custom reports. Whether you want a quick count of total contacts, a breakdown by source or type, or a trend over time, Contacts Widgets give you that at a glance — no exports or spreadsheets needed.

All Contacts Widgets support multiple chart types and can be filtered using conditions to narrow results to exactly the segment you care about.

Available Contacts Widgets

There are 17 Contacts Widgets available. Each widget opens with a default chart type but can be switched to any supported chart type from within the widget settings.

#	Widget Name	Default Chart	What It Shows	Default Date Scope
1	Contacts Count	Number	Total number of contacts	Dashboard Date Range
2	Contacts Count (Logged in user)	Number	Contacts assigned to the currently logged-in user	Dashboard Date Range
3	Contacts Count Over Time	Line	How contact additions trend over a time period	Dashboard Date Range
4	Contacts Counts by Activity	Donut	Number of contacts with a specific activity within the date range	Dashboard Date Range
5	Contacts Counts by Tags	Donut	How contacts are distributed across tags	Dashboard Date Range
6	Contacts Counts by Type	Donut	How contacts are distributed by contact type	Dashboard Date Range
7	Contacts by Assigned User	Donut	How contacts are mapped across team members	Dashboard Date Range
8	Contacts by Company Name	Donut	Contact distribution across company names	Dashboard Date Range
9	Contacts by Medium	Donut	Contact distribution by attribution medium	Dashboard Date Range
10	Contacts by Source	Donut	Contact distribution by attribution source	Dashboard Date Range
11	Contacts with Email	Number	Count of contacts that have an email address on file	Dashboard Date Range
12	Contacts with Phone Number	Number	Count of contacts that have a phone number on file	Dashboard Date Range
13	Contacts without Email	Number	Count of contacts with no email address	Dashboard Date Range
14	Contacts without Phone Number	Number	Count of contacts with no phone number	Dashboard Date Range
15	Top Sources for Contacts Created	Bar	Ranked list of sources driving the most new contacts	Dashboard Date Range
16	Total Contacts Count (This Month)	Number	Total contacts created in the current calendar month	This Month (fixed)
17	Total Contacts Count (Till Date)	Number	Cumulative total contacts created from the beginning	Till Date (fixed)

Note: Widgets #16 and #17 use a fixed date scope and do not follow the dashboard's global date range selector.

Note: Widgets #9 (Contacts by Medium), #10 (Contacts by Source), and #15 (Top Sources) include a built-in Latest Attribution filter. This means they show attribution data based on the most recent touchpoint for each contact.

Supported Chart Types

All 17 Contacts Widgets can be switched to any of these chart types from within widget settings:

Chart Type	Best For
Number	Single KPI / quick count
Donut	Distribution / breakdown by category
Bar	Comparing values across categories
Line	Trends over time
Horizontal Bar	Comparing many categories with long labels
Table	Detailed row-level breakdown

Group By Options

Widgets that support a breakdown dimension (has_group_by = TRUE) can be grouped by the following fields. Grouping is available on widgets #3–#10 and #15.

Group By Option	What It Groups By
Assignee	The user assigned to each contact
Source	The source where it got generated
Tags	Tags applied to the contact
Followers	Users following the contact
Company Name	The company the contact is linked to
Contact Type	The type classification of the contact
Country	The contact's country
Activity	The activity type associated with the contact
Session Source	The session-level traffic source (e.g. Organic Search, Paid Social)
Medium	The attribution medium (e.g. Form, Facebook, Calendar)

Tip: Group By options work on top of any active Conditions filters. Apply a condition first to narrow the data set, then group by a dimension to see the breakdown within that segment.

Date Properties

Contacts Widgets can be measured against the following date fields. The date property determines which timestamp is used when applying the dashboard date range.

Date Property	Description
Created On	When the contact record was created (default for most widgets)
Updated On	When the contact record was last modified
Birth Date	The contact's date of birth
Last Activity	The date of the most recent activity recorded on the contact

Filtering Contacts Widgets (Conditions)

Every Contacts Widget supports filtering via Conditions in the widget settings panel. Conditions let you scope the widget to a specific subset of contacts — for example, only contacts in a specific country, or only contacts with a particular attribution source.

There are 24 condition fields available, split into standard fields and attribution fields.

Standard Filters

Condition Field	Data Type	Available Operators	Value Input
Assigned User	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty	User/Reference lookup
Tags	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty / Is all of	User/Reference lookup
Company Name	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty	User/Reference lookup
Followers	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty	User/Reference lookup
Contact Type	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty	User/Reference lookup
Country	Enum	Is / Is not / Is one of / Is none of / Is empty / Is not empty	Dropdown (enum)
Address	String	Is / Is not / Is empty / Is not empty	Text input
Email	String	Is / Is not / Is empty / Is not empty	Text input
Phone Number	String	Is / Is not / Is empty / Is not empty	Text input
Birth Date	Date	Is / In month / On date / In range / Is empty / Is not empty	Date picker
Custom Fields	Custom (per field type)	Varies by custom field type	User/Reference lookup
Source	Enum	Is / Is not	Text input

Attribution Filters

Attribution filters unlock additional sub-filters once the parent Attribution field is set. Select either First Attribution or Latest Attribution first — the child fields below then become available.

Condition Field	Parent Required	Available Operators	Value Input
Attribution	—	Is	First Attribution / Latest Attribution
Medium	Attribution	Is / Is not / Is one of / Is none of	Form / Survey / Calendar / Chat Widget / CSV Import / Manual / API / Order Form / Two Step Order Form / Facebook / TikTok / Membership / Conversation / Zapier / Other
Session Source	Attribution	Is one of / Is none of	Direct Traffic / Organic Search / Paid Search / Social Media / Paid Social / Referral / Third Party / CRM UI / Email Marketing / Trigger Links / Other
UTM Medium	Attribution	Contains	Text input
UTM Source	Attribution	Contains	Text input
UTM Campaign	Attribution	Contains	Text input
UTM Campaign ID	Attribution	Is / Is not	Text input
UTM Keyword	Attribution	Contains	Text input
UTM Content	Attribution	Contains	Text input
UTM Matchtype	Attribution	Contains	Text input
UTM Ad ID	Attribution	Is / Is not	Text input
UTM Ad Group ID	Attribution	Is / Is not	Text input

How Attribution filtering works:
In the Conditions panel, set Attribution to either First Attribution or Latest Attribution.
Once set, the Medium, Session Source, and all UTM fields become available.
All child fields apply against whichever attribution touchpoint you selected (first or latest).

Where to Use Contacts Widgets

All 17 Contacts Widgets are available in both surfaces:

✅ Dashboards — for always-on monitoring and daily check-ins
✅ Custom Reports — for scheduled delivery and client-ready exports

Exception: Widgets #2 (Contacts Count – Logged in user) is scoped to the currently authenticated user. When this widget is included in a scheduled report sent to a recipient, it will reflect the data of the user who owns the report, not the recipient.

Frequently Asked Questions (FAQs)

Q: Why are "Contacts by Source" and "Contacts by Medium" showing only a subset of my contacts?

These widgets include a built-in Latest Attribution filter. They only show contacts that have attribution data recorded. Contacts added via CSV import or created manually without a tracked session may not appear unless attribution was assigned at import.

Q: Can I remove the "Latest Attribution" default filter on Contacts by Source?

The attribution default filter is baked into the widget definition. You can switch to the General widget category and build a custom contacts breakdown using Group By if you need a version without that filter.

Q: Can I group Contacts widgets by Source?

Yes. The Group By → Source option is now available for Contacts widgets. Add or edit a Contacts widget, open the Group By dropdown in widget settings, and select Source to bucket your contacts by where they came from.

Q: What is the difference between "Source" (condition field) and "Session Source" (Group By / condition)?

Source is the raw source field on the contact record — typically set at the point of creation (e.g. "Facebook Lead Ad", "Manual").
Session Source is an attribution-level field (attributions.utm_session_source) that reflects the traffic channel of the session that drove the conversion (e.g. "Paid Social", "Organic Search"). It requires Attribution to be set as a parent filter.

Q: Do Contacts Widgets work with Quick Filters on the dashboard?

Yes. Dashboard-level Quick Filters apply on top of any widget-level Conditions. If a widget already has a condition set (e.g. Country = US), the Quick Filter will further narrow the results within that scope.

Q: Why does "Total Contacts Count (This Month)" not change when I update the dashboard date range?

This widget uses a fixed date scope (This Month). It is not controlled by the dashboard's global date range. Use Contacts Count (widget #1) instead if you need a date-range-responsive count.

Q: Can I use custom fields as filter conditions on Contacts Widgets?

Yes. Custom Fields appear as a condition option in the widget settings panel. The available operators depend on the custom field's type (text, number, date, dropdown, etc.).

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