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Adoptiv

Ask the floor anything. Get it back in a shape you can send.

Pick the data shape, pick the visual, and swap between the visuals valid for that shape without the query running again. The board is built from your own records, not from an extract of them.

Live - change the shape
Adoptiv

Widget editor

Connects by lead source · last 30 days

Save widget
Data shape
Visualisation7
measure count(connects)5 groups
group by
04719431.4k1.9kPaidPurchasedWebsiteReferralEvents1.3k1.6k618171204
queries run 1visual swaps 0cached · redis
0
visuals across seven data shapes
0
queries re-run when you swap the visual
0 bytes
of entropy in every public share link

Product figures from the platform’s own defaults - not customer averages

Widget studio

A widget declares a shape. The visual is a separate decision. Pick a shape and the studio offers exactly the visuals valid for it. Swap between them and the query count does not move - the data is already in hand.

Widget editor

Connects by lead source · last 30 days

Save widget
Data shape
Visualisation7
measure count(connects)5 groups
group by
04719431.4k1.9kPaidPurchasedWebsiteReferralEvents1.3k1.6k618171204
queries run 1visual swaps 0cached · redis

Change the shape, then swap visuals and watch the counter

The ceiling, up front

Twenty-two visuals. None of them a screenshot.

Every chart below is rendering from data in your browser right now. Filter by data shape to see what each one is allowed to become.

Every one rendering live
KPI cardKPI
Connects · last 30 days
3,917
▲ 15.9%vs. previous 30 days
ColumnCategorical
04719431.4k1.9kPaidPurchasedWebsiteReferralEvents1.3k1.6k618171204
BarCategorical
Paid1.3kPurchased1.6kWebsite618Referral171Events204
PieCategorical
33%42%16%4%5%
DonutCategorical
33%42%16%4%5%3.9kconnects
FunnelCategorical
Dialled12.5kConnected3.9kQualified1.1kMeeting531Won112
TreemapCategorical
Purchased list1.6kPaid searchWebsiteEventsReferral
Radial barCategorical
by source
LineSeries
01.2k2.4k3.5k4.7kSepOctNovDecJanFeb
AreaSeries
01.2k2.4k3.5k4.7kSepOctNovDecJanFeb
Stacked areaSeries
01.2k2.4k3.5k4.7kSepOctNovDecJanFeb
Stacked columnSeries
01.3k2.6k3.9k5.2kSepOctNovDecJanFeb
Stacked barSeries
01.3k2.6k3.9k5.2kSepOctNovDecJanFeb
ComboSeries
01.1k2.3k3.4k4.5kSepOctNovDecJanFeb
RadarSeries
PaidPurchasedWebsiteReferralEvents
ScatterScatter
0255075100020406080100
BubbleScatter
0255075100020406080100
TableTable
SourceConnectsMeetingsConv.
Paid search1.3k16725.7%
Purchased list1.6k21332.8%
Website6188012.4%
Referral171223.4%
Events204274.1%
PivotTable
SourceDecJanFebTotal
Paid search3724244881.3k
Purchased list4765416231.6k
Website179204235618
Referral505665171
Events596778204
GaugeGauge
92%service level · target 85%
SunburstHierarchy
3.9kPaidPurchasedWebsiteReferralEvents
SankeyHierarchy
PaidPurchasedWebsiteReferralEventsMeetingNurtureClosed lost

A dashboard nobody opens is a report. So the numbers go where the floor already looks - the wall, the inbox, the deck.

Wallboards

The screen that goes on the wall. Service level against target, queue depth with the longest wait, live agent states and the threshold alerts that make a supervisor walk over. It ticks because a wallboard that does not move is a poster.

Floor wallboard

Live · updates as calls happen

Service level
92%target 85%
In queue
7longest 00:53
Agents on call
4/8occupancy
Avg talk time
4:12per call
Abandon rate
2.1%cap 3.0%
Connects per hour1,948 today
186
241
268
173
208
296
314
262
910111213141516
Top reps · connects
1M. Ortiz84
2S. Bhatt79
3J. Reyes71
4A. Kwan66
Agent states
M. Ortiz
On call02:22
S. Bhatt
On call01:01
J. Reyes
Wrap-up00:18
A. Kwan
Ready00:07
D. Okafor
On call03:53
L. Nguyen
Ready00:03
T. Iversen
Break06:52
R. Bello
On call01:28
Threshold alerts
Queue over 8
Within threshold
Abandon rate
2.1% - under the 3% cap
T. Iversen on break
06:52 - over 5 min

Updating live - agent timers and queue depth are moving

Saved views

Your filters are a place, not a ritual.

Columns, sorts, filters, grouping and density save together as a view. Share it with the team and everyone opens the same question - no screenshots in Slack asking which filter you used.

ContactAccountStageOwnerValue
Alan ReyesArdent LogisticsProposal SentS. Bhatt$81.0k
Ben OseiLarkfield GroupQualifiedM. Ortiz$64.0k
Ken AdachiNorthbridgeQualifiedJ. Reyes$54.0k
Dana WhitlowMeridian FreightProposal SentM. Ortiz$48.0k
Nina KaurKestrel HealthMeeting ScheduledJ. Reyes$37.5k
Priya RamanHalden RetailContactedS. Bhatt$22.5k
Ruth BelloVantage NumbersInterestedA. Kwan$9.8k
7 recordscolumns · filters · sort saved per view
Sharing

The number leaves the portal without leaving your control.

Author a widget once, name a slot, and it answers everywhere inside the product against the records of whoever is signed in. Handing a whole board outside is a separate act, with an expiry and a revocation you control.

Embed “Connects per hour”

Active
Connects per hour LIVE
1,952connects · today
<iframe src="https://app.adoptiv.com/public/
  widget/ten_8f2c41/w_connects…" />
read-only · revocable
Link activity
Embedded in client portal
portal.meridianfreight.com
Monday digest rendered
ops@meridianfreight.com
Pulled into QBR deck
Q1 review · slide 4
One token · SHA-256 at rest · revoke any time
portal.meridianfreight.com/reports
Meridian FreightOverviewReportsInvoices
Connects per hour LIVE
1,952connects · today
Meetings
243
Service level
92%
Your floor last week - Feb 17–21
A
Adoptiv Reports<reports@adoptiv.com>
to ops@meridianfreight.com
Mon 07:00

Morning team - here's how the floor performed last week.

Connects
18,410
+9%
Meetings
2,304
+6%
Service level
91%
-
Connects per hourMon 07:00
1,952connects · today
Open dashboardNumbers are frozen at send time - the inbox shows what was true.
Sent by Adoptiv on your Monday 07:00 schedule · Manage report emails
Q1 operations review
Connect volume, week by week, since January
  • Predictive pacing switched on Jan 12
  • The same widget as the live dashboard
Connects per hour LIVE
1,952connects · today
Meridian Freight · QBR4 / 12

Everything in this category

16 capabilities
Widget Studio

A widget declares a data shape; the visual is a separate choice. Swap between the visuals valid for that shape and the query does not run again.

Dashboard Sharing

Hand a board to a team or a CRM role, at read or at edit, by the person who built it. Roles outlive people, which is why a share points at one, not a mailbox.

Chart Visuals

Columns, funnels, treemaps, radar, scatter, gauges and pivots - offered only where the data shape supports them, so no chart can misread its own data.

Dashboards

Build as many as the floor needs, arrange them on a grid, and give each team the one that answers their question rather than everybody's question.

Cross-Filtering

Click a bar and the rest of the dashboard follows it, so the next question is asked by pointing at the answer instead of rebuilding the filter.

Drill-Through

Wire a chart's clicks to a second dashboard. The value travels on the URL and is read by the board that was named before it paints for the first time.

Pivot Tables

Cross one dimension against another with row, column and grand totals - the shape a finance team asks for when a chart will not settle the argument.

Conditional Formatting

Colour a number by the rule that matters - under target, over threshold, inside a band - so a dashboard reads correctly from across the room.

Reference Lines

Draw the target on the chart itself, so performance is read against the number that was promised rather than against the shape of the bars.

Comparison Periods

Put a window against the one before it, or against the same window a week, month, quarter or year back, on a card as a difference or a chart as a series.

Filter Trees

Seventeen operators in a nested and-or tree, so the report that needs two exceptions and a date range stays one widget instead of becoming three.

Bucketing & Grouping

Group by day through year, by equal-width bands, or by breakpoints you set, each band carrying a sort key so the axis reads in bucket order.

Theme Sets

Six palettes including a print set, pinned per widget, each carrying eight series colours plus the axis, grid, card and tooltip colours drawn around them.

Public Links

Thirty-two bytes of entropy, an expiry you choose, revocation on the spot, and only the hash kept at rest, on a board that draws its figures for a reader.

Embedded Widgets

Name a slot at the call site and one authored widget answers it everywhere inside the product, computed against the records of whoever is signed in.

Call Analytics

Total calls, answered rate, average duration and missed calls, split by direction and outcome, over the call records rather than a sampled export.

Reporting & Analytics

Bring the report nobody wants to build.

Tell us the number your Monday meeting argues about. We will build the widget for it during the call and hand you the share link.

14-day trial · no card · migration included