The Contacts Dashboard
Visual analytics for your entire contact base — with clickable custom field charts
What It Is
The Contacts Dashboard is a visual analytics view that shows the health, composition, and distribution of your entire contact base at a glance. It goes beyond simple counts — it visualizes every dimension of your CRM data, from acquisition trends to custom field distributions.
Access it from Sales > CRM > Contacts Dashboard. The dashboard has a configurable date range (e.g., Last 90 Days) and a Refresh button to pull the latest data.
The dashboard is organized into four sections: universal analytics (applicable to every account), contact custom field analytics, and entity custom field analytics (B2B/Mixed mode).
Why It Matters
Most CRMs give you a contact list and a count. Zyntro gives you a visual intelligence layer that turns your CRM data into actionable insight.
The dashboard answers questions you would otherwise need to export data and build spreadsheets to answer: Where are my contacts coming from? How many are verified and ready for SI? Which countries dominate my database? What is the distribution of my custom fields across the contact base?
But the most powerful feature is interactivity. Every chart on the dashboard is clickable. Click any bar, slice, or segment and you instantly see a filtered list of the contacts matching that value. This transforms the dashboard from a reporting tool into a navigation tool — you do not just *see* that 28 contacts have "Lead Generation" as their primary business goal, you click it and *see those 28 contacts* immediately.
How It Works
Universal Analytics (Every Account)
Contacts Acquired Over Time — A time-series chart showing how many new contacts entered your CRM over the selected date range. Multiple visualization options available (line, bar, area). Helps you spot acquisition spikes (campaign launches, event imports) and dry spells. Useful for correlating SI engagement periods with inbound volume.
Status Breakdown — A pie chart showing the distribution of contact statuses (Active, Warm, Hot, etc.). Tells you the health composition of your database. A database dominated by "Active" contacts is healthy; one dominated by cold or inactive statuses needs attention.
Contact Verification & Engagement — Three donut charts showing:
- Auto Engage — How many contacts have SI enabled vs disabled. Tells you what percentage of your database SI is actively working.
- Email Verified — How many email addresses are verified. Unverified emails risk bounces and damaged sender reputation.
- Phone Verified — How many phone numbers are verified. Unverified phones mean SMS and call channels are unreliable.
Contacts by Country — A world map heatmap showing geographic distribution. Useful for understanding regional concentration and planning timezone-aware SI cadence.
Country Distribution — A ranked list showing the top countries by contact count with percentages. Includes a warning if contacts have no country data set, with a direct link to review and fix those records.
Contact Custom Field Analytics
This is the section unique to Zyntro. For every custom field you have defined for contacts, the dashboard generates an interactive chart:
- Dropdown/Select fields produce horizontal bar charts showing the distribution of each option
- Boolean/Toggle fields produce donut charts showing yes/no distribution
- Text fields with common values produce frequency bar charts
Examples from a real account:
- Primary Job Function/Responsibility — Bar chart showing Owner/Founder/CEO (30), Agency Principal (12), Consultant (8), etc.
- Attitude towards AI & Automation — Bar chart showing Pragmatist (12), Enthusiast (9), Progressive/Cautious Optimis... (4), etc.
- Preferred Communication Style — Bar chart showing Direct & To-the-Point (16), Direct (10), Detailed Data (6), etc.
- Managed by Agency Partner — Donut chart showing Yes (4) vs No (majority)
Entity Custom Field Analytics (B2B/Mixed mode only)
The same interactive chart treatment applies to entity custom fields:
- Financial Services Sub-Vertical — Donut chart (Insurance vs Wealth Management)
- Primary Business Goal — Bar chart (Customer Engagement, Lead Generation, Scale Service Delivery, etc.)
- Number of Agents/Team Members — Donut chart showing team size distribution
- Specific Industry Vertical — Bar chart showing industry breakdown across all entities
- Company Size Tier — Bar chart (Micro Business, Small Business, Medium Business, etc.)
- Current Business/Tech Challenges — Bar chart showing common pain points
- Zyntro Solutions of Primary Interest — Bar chart showing which wares contacts are most interested in
- Zyntro Account Status — Bar chart showing pipeline position (Lead Prospect, Former Customer, Partner/Reseller, etc.)
Click-to-Filter Interaction
Every chart element is clickable. Click any bar segment, pie slice, or donut section and you are taken directly to a filtered contact list showing only the contacts matching that value.
Click the "Owner/Founder/CEO" bar in the Job Function chart → see all 30 contacts with that role. Click the "Enthusiast" bar in Attitude towards AI → see those 9 contacts. Click the "Insurance" slice in Financial Services Sub-Vertical → see the 2 entities in insurance.
This turns every custom field chart into a one-click segmentation tool. Instead of building filters manually, you explore your data visually and drill into any segment instantly.
Examples
You notice the Email Verified donut shows only 60% verified
40% of your contacts have unverified emails — meaning SI cannot reliably email them and your sender reputation is at risk from bounces. Click the unverified segment to see those contacts, then use **Manage Contacts** to address the data quality issue: verify emails in bulk, remove invalid ones, or switch those contacts to SMS-only channels.
You want to find all contacts who are pragmatic about AI and run micro-businesses
On the Contacts Dashboard, click the "Pragmatist" bar in the Attitude towards AI chart. Review the filtered list. Then navigate to the Entity Custom Fields section and click "Micro Business" in the Company Size Tier chart. The two filters narrow your view to exactly the contacts who are cautiously interested in AI and run small operations — the ideal audience for a low-commitment trial offer.
You are preparing a broadcast and need to see which contacts care about Lead Generation
Scroll to the Entity Custom Fields section. Find the "Primary Business Goal" chart. Click the "Lead Generation" bar. You instantly see the contacts whose primary goal is lead generation — and you can select them for your broadcast list or note their count to estimate campaign reach.
