The Dashboard allows users to create specific 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 add 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 dashlet.
Dashlet Type Overview
There are three types of dashlets that can be added: Activities, Pipelines, or Emails.
- Activities
- Number of Activity Submissions - this will show the number of submissions for the specified activity. In other words, activities that have been logged or completed.
- 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. It will also include 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
- Emails
- Email Complaint %
- Emails Opt Out %
- Emails Delivery %
- Emails Sent
Adding a Dashlet
1. Click on Dashboard
2. Click Add Dashlet
3. Select the Dashlet Type
4. Configure the dashlet as desired
5. Click Add
