SMS widgets for dashboards and reporting

August 11, 2026

What’s new

  • A dedicated SMS section is now available in the dashboard widget panel.
  • Five ready-to-use widgets are available: SMS by status, incoming SMS count, SMS by source type, SMS by sender, and SMS volume over time.
  • Each widget is configurable. You can filter by delivery status, direction, source, or sender to focus on the data you need.
  • SMS can now be used as a dimension in Custom Metrics, so you can build KPIs like delivery rate or inbound volume using the formula builder.

How it works

  1. Open any dashboard and select Edit Dashboard.
  2. Select + Add Widget and go to the SMS section.
  3. Choose a widget, set your filters and chart type, then select Save Changes.

Why it matters

  1. All messaging activity in one place — SMS appears alongside email and calls on your dashboard.
  2. Delivery status at a glance — Review counts for Sent, Delivered, Failed, or Undelivered over any time period.
  3. Clear visibility into SMS volume — Break down SMS by source (Workflow, Campaign, Bulk action) or by team member to understand what is driving activity.
  4. Inbound and outbound tracking — Measure inbound SMS alongside outbound to understand conversation performance.

Notes

  1. All widgets support filtering by status, direction, source, and sender. You can combine filters for more precise segmentation.
  2. This is available on plans that include Dashboards and Reporting.
  3. This is available in the Dashboards, Reporting, and Custom Metrics modules.

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