Dashboards¶
All internal users can manage their dashboards, including adding, removing, and configuring dashlets, as well as adding dashboard tabs. Users can lock their dashboard to prevent accidental changes.
An administrator can edit dashboards of other users. On the user detail view, click the Preferences item from the dropdown at the top-right corner. There, you can find Dashboard Layout.
Users can reset their dashboard layout to the default. On the Preferences edit view, click Reset Dashboard to Default from the dropdown next to the Edit button. The administrator can reset dashboards of other users.
On the dashboard:
- Dashlets can be dragged by the header.
- Dashlets can be resized by dragging the lower-right corner.
- Multiple dashboard tabs can be created to group dashlets by their purpose.
System default dashboard¶
The default dashboard layout will be applied to all new users. This layout be changed at Administration > User Interface > Dashboard Layout.
Dashboard templates¶
Dashboard templates are available for administrators at Administration > Dashboard Templates. They provide the ability to deploy specific dashboard layouts to multiple users. It's also possible to deploy for all users of a specific team.
Portal dashboard¶
On the edit view of the Portal record, you can define its default dashboard layout. It will be applied to all portal users unless a user has a specific Dashboard Template.
When editing a Portal User, you can specify the Dashboard Template for that user. This template will override the default template of the Portal.
Dashlet¶
This section covers several out-of-the-box dashlets.
Recort List¶
This dashlet allows users to display records of any entity type.
Parameters:
- Primary Filter – for example, a user can select Open filter to display only open Tasks.
- Additional Filters (known as Bool filters) – for example, a user can add Only My filter to display only records assignmed to them, or Shared filter to display records where they added as a collaborator.
- Order By and Order
- Layout
My Activities¶
Displays user's upcoming activities, such as Meetings, Calls, Tasks, and entity types of the Event type.
Parameters:
- Next X Days – number of days into the future for which activities are displayed.
- Include Shared – to include tasks where the user is added as s collaborator.
Iframe¶
Provides the ability to display external site in an Iframe.
Parameters:
- URL
Memo¶
Provides the ability to display a specific text. Markdown is supported. It can be used to display instructions for users.
Calendar¶
Displays the user's calendar.
Prameters:
- Mode – the calendar mode.
- What to display – what activity types to display.
- Teams – optionally, to display activities of specific teams.
Stream¶
Displays the user's stream.
Parameters:
- Don't show own records
My Inbox¶
Displays inbound emails.
Sales Pipeline¶
A sales pipeline chart based on Opportunities.
Parameters:
- Date Filter
- Group by last reached stage
- Team (optional)
Sales by Month¶
A sales by month chart based on Opportunities.
Parameters:
- Date Filter
Opportunities by Lead Source¶
A chart.
Parameters:
- Date Filter
Opportunities by Stage¶
A chart.
Parameters:
- Date Filter