Purpose: 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

TABLE OF CONTENTS

• Dashlet Type Overview
• Adding a Dashlet

Dashlet Type Overview

There are two types of dashlets that can be added - Activities or Pipelines

Activities

1. Number of Activity Submissions - implies the number of submissions for the specified activity

2. Scheduled Activities - all activities that are scheduled

Pipelines

1. Opportunity Conversion - this will show the opportunity conversion percentage per stage by number of records or value

2. Records Added - the number of records added or value added over time as a number total or graph trend

3. Records Lost - the number of records lost or value lost over time as a number total or graph trend

4. Records Won - the number of records won or value won over time as a number total or graph trend

5. 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

6. Sales Leaderboard with Projections - 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

7. Stages Over Time - the number of records or value of records for selected stages as a sum or breakdown in a line graph view

Adding a Dashlet

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:

1. Navigate to Dashboard tab

2. Click Add Dashlet

3. Click the Dashlet Type for your desired dashlet

4. Configure the dashlet as desired 

5. Click Add. The sales dashlet will now appear on your dashboard