Adding Dashboard Widgets
Every CRM user can create their own personalised dashboard, highlighting the data that’s important to them.
Add a new widget by clicking the “ADD WIDGETS” button on the right of the screen and this will open the widgets menu.
Move, Resize, Edit and Delete Widgets
In the top-right corner of each widget you’ll see icons to resize and delete. To move a widget on your dashboard, simply click in the title bar, then drag and drop it to the new location – it will automatically “snap-to” for the best fit. Clicking the delete icon will remove the widget.
The Configurable Widgets also show an edit icon. Clicking the edit icon will display the optional settings for this widget.
At the top of the page you will see that the widgets available have been divided into the relevant sections for Sales, Marketing and Service & Support. Hold your mouse over the widget you want and it will turn green, then click to add. Widgets that are already in use will appeared greyed-out. You can add widgets to your Sales, Marketing and Service & Support dashboards
At first, your widgets will be empty but as you start to use your CRM, adding company accounts and opportunities, the widgets will be populated automatically.
The Tasks widget give you a summary of your outstanding Account Tasks, sorted by the date due and priority:
Overdue (red) = overdue means past the due date/time – i.e. today before now, yesterday and earlier (not including todays tasks without a set time)
Priority (orange) = Where priority is set to “high” and “really high”, or due for today/overdue (i.e. before now, or today with no time)
Today (blue) = this shows any tasks with a date of today (either all day, or time specific)
Opportunity and Forecast Summary
The Opportunity and Forecast Summary widget creates a table on your dashboard, summarising your Opportunities for the month. It show the Opportunities closed, those still in your pipeline and the unweighted and weighted values. As your Opportunities move through your pipeline and you change the status, for example to Won/Closed and 100%, the Opportunity will move to the closed column on the grid.
The Sales Funnel gives a visual representation of your outstanding opportunities and their value. The funnel is divided into the different stages of your sales cycle you have set. Holding your cursor over each section will display the number of opportunities at that stage and their value.
To add your company logo to your dashboard, first select the Company Logo widget in Add Widgets. This will create a logo placeholder on your you dashboard. Then click on the widget and choose your logo file to upload.
On the Marketing Dashboard there is a widget to track the effectiveness of your campaigns called Monthly Leads. To populate the widget, open the Account, and find the relevant campaign name from the dropdown list in the Campaign field.
You will then see a monthly total on the widget graph.
To Do List
The To Do List widget lets you create a simple list on your dashboard for tasks that are not related to any dates, accounts, opportunities or cases. It’s useful for non-sales CRM users whose tasks are not date specific or related to any customer accounts. The new widget is added to a dashboard in the normal way from the Add Widgets button.
Once added, you can create a new “to do” just by typing into the input box and pressing return, or clicking away from the input. Your new items will appear in a list that looks like this:
You can edit an existing item by double-clicking on it, typing and then pressing return/clicking away. The checkbox on the left, when clicked will set the item as complete, shown by fading out and having a strike-through on the text.
The trash icon will remove that one item, while pressing “Clear completed” will remove all completed/ticked items in one go
In the “ADD WIDGETS” menu you can create Configurable Widgets that display variable data on your dashboard.
An example is the “Accounts Piechart”.
Once you click on “Accounts Piechart” you will see a new window asking you to select the data field. Here you can choose Type, Country, Sector, or Source before saving the widget to your dashboard. You can edit the settings at any time using the edit icon in the corner of the widget.
Custom Charts are available on the Enterprise plan letting you can create your own widgets from your CRM data. This might be a summary of your customer accounts, sales revenue or maybe a custom field you’ve added. Charts are created in a similar way to your CRM reports, with output values displaying as pie charts, line charts, bar charts, gauges, or just a numerical value.
To create a Custom Chart, on your dashboard click “MANAGE CUSTOM CHARTS” then “+ ADD”.
Alternatively, go to “ADD WIDGET” and select the Custom Chart widget.
From here you can create a widget by clicking “CREATE NEW CHART” or by selecting a previously created Chart.
After clicking “Create New Chart” or “+ Add”, you will be automatically be taken to a “Create Chart” screen, where the values will default to an example to help you get started.
First, choose the title, your scope, field options, and report permissions in the “Chart Log” section. If you are running User Level Permissions you can also set the Chart Permissions.
Next, in the “Chart Options” section, configure your chart. As you make changes, you will see a “Chart Preview” of your widget update on the right.
|Chart Options Explained
Chart type – pie cart, bar chart, line chart etc.
Show legend – will show the labels in a separate block to the side (Mainly used for PieCharts).
Labels / X-axis – on a pie chart this will be the names of the slices and shown in the legend. On a bar/line chart, it’s the X/horizontal values.
Values / Y-axis – on a pie chart this is the size of the slices. On a bar/line chart it’s the size of the bars or height of the line.
Sorting – useful if you are wanting the top results rather than the bottom. e.g. if it was countries by the number of customers, and you wanted the most popular countries you would set Descending.
Limit results – if you don’t want too many pie chart slices, or wanted to go back 3 months on a time based chart, or to show the top 5 of a set of data.
Note – for the Labels and Values, you can select most fields from Data Dictionary, but not all. We may need to adjust the available fields here, and/or create new derived fields for certain custom situations.
Note – that when you select “Gauge” or “Number” chart types, the fields change to a more limited set of options that fit those chart types.
Finally, choose your data Criteria. This works in the same way as your Reports Criteria, letting you build a filter to drill down to the information you wish to capture in your chart.
When you’re happy with your widget, click “SAVE” on the top-right of your screen and then “ADD TO DASHBOARD”.
Choose which Dashboard you want to display your new Custom Chart (Sales, Marketing or Service & Support) and then click “CREATE WIDGET”.
Your Report Widget is now created! You can now click to view your dashboard and re-position, edit, resize or delete as you wish.
Note: To edit your Custom Chart, click the dropdown icon in the top-right corner. From the dropdown, you will be able to change the Chart being used by the widget with “WIDGET SETTINGS”, refresh the report data with “REFRESH DATA”, or update/edit the report criteria with “EDIT CHART”.