I’ll be creating a Chart based on Opportunities by Sales Reps, in order that I can review how they’re performing in real-time. You’ll be presented with an extensive list of Gadget Types to choose from. In the following example I’ll be creating a new Gadget. Choose whether to add a Gadget from a template, or to create a new Gadget. In order to create a new Gadget, from the Control Panel select New Gadget. Once they have been created and made available, users can add them to any of their Dashboards and customise it further to suit their individual needs. The Gadgets that are available for users to add are predefined by a System Administrator or Info Manager. Tasks can even be performed from some of them, such as progressing a Sales Opportunity or creating a new Case. The Gadgets that you place into this area feed information from various data sources, both internal and external to Sage CRM. As you move your Gadget close to an area it will snap into position and remain there. Turning Snap on makes it easier to move your Gadgets into suitable positions within the Gadgets area. To the far right of the Control Panel there’s a useful option ‘Turn Snap On/Off’. Use the second drop-down list to choose whether you wish to create a new Dashboard from scratch or from a template. Use the first drop-down list to choose from your list of Dashboards, or to access Dashboard Options. Users can also create their own Gadgets, Dashboards and Templates from here. The Interactive Dashboard is split into two main areas Control Panel and Gadgets.įrom the Control Panel, users can choose from a variety of available dashboards. When accessing the Dashboard in the future users will be presented with their default or most recently modified Dashboard. This provides users with various help topics and Sage Community features. Upon accessing the Interactive Dashboard for the first time you will be presented with the ‘Welcome’ dashboard. To access the Interactive Dashboard, select My CRM > Dashboard. Creating one of these custom Dashboards can provide your staff with a portal to new perspectives on your business. This dashboard provides users with information and analysis in a stunning, interactive format. In this blog I’ll be looking at the Interactive Dashboard.
There are two types of Dashboard in Sage CRM Interactive and Classic. I’m going to show you how to customise a Dashboard, adding Gadgets such as Sales Summary Charts and RSS Feeds. Many of these customisations can be undertaken by Administrators and Info Managers. Administrators of Sage CRM will agree that almost every part of the system is customisable.
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