The Dashboard allows users to add custom dashlets to visualize data and insights. Dashlets live within the dashboard and are small components that provide display-only snapshots of measurable results. Users can create sales dashlets to existing dashboards to suit their business needs. The Dashlet creator leads you through a series of steps involved in creating and publishing a dashlet. Use the following steps to create a new sales dashlet:
Dashlet Type Overview
There are two types of dashlets that can be added: Activities or Pipelines.
- Activities
- Number of Activity Submissions- this will show the number of submissions for the specified activity
- Scheduled Activities- this will show all activities that are scheduled
- Pipelines
- Opportunity Conversion- this will show the opportunity conversion percentage per stage by number of records or value
- Records Added- this will show the number of records added or value added over time as a number total or graph trend
- Records Lost - this will show the number of records lost or value lost over time as a number total or graph trend
- Records Won - this will show the number of records won or value won over time as a number total or graph trend
- Pipeline Value Over Time - this will show the total value or weighted value of all open records, won records, or both over time as a line graph with the % change over time
- Sales Leaderboard with Projections - this will show the number of records or value of records broken down by salesperson to show their goal, actual, and projected forecast by stage, ordered by highest to lowest
- Stages Over Time - this will show the number of records or value of records for selected stages as a sum or breakdown in a line graph view
Adding a Dashlet
- Click on Dashboard
- Click Add Dashlet
- Click the Dashlet Type for your desired dashlet
- Configure the dashlet as desired
- Click Add
- The sales dashlet will now appear on your dashboard