Dashboard

Soffront Enterprise Dashboard provides graphical user interface based representation of the various processes and flows of a company’s business model. This allows the user to view and analyze the performance of their business in the form of composite graphs, charts and business reports and help them take educated business decision

Selecting Dashboard on the Group Defaults menu displays the Dashboard Manager screen, shown below. Once you have created a Gadget and assigned parameter values to it, the designing process is complete.

Now the gadget needs to be added to the Dashboard so that users can access it from the CRM application interface. Follow the steps below to configure Gadgets for the Dashboard.

Permission to Manage Dashboard Setting up Dashboards

  1. From home page click on Setup under Links.
  2. On Setup page under Users & Groups Setup click on User Groups.
  3. Select the User group to which you want to add Manage Home/Dashboard
  4. Manage Home/Dashboard privileges are provided under special privileges. Click on special button.
  5. Select Manage Home/Dashboard from Special Privileges list, the click on Add button to add it to the Granted Privileges

 

 Once we have provided special permission Dashboard link will be visible under Project Setup.

Manage Dashboards. 

  1. To go to Dashboards click on Setup under
  2. Click on Dashboard under Project Setup.

 

  1. Dashboard Manager Page opens up. Here users can see the list of all existing public and private dashboards as well as search for specific dashboards.

 

  1. On the top of the page there are five buttons:

  • Run: Runs the selected dashboard to display graphs and reports.
  • New: Click on new to create a new dashboard.
  • Edit: Select a dashboard then click on Edit to make changes.
  • Copy: Select a dashboard then click on Copy to create a replica of the existing dashboard. This is useful when creating a similar dashboard with minor changes.
  • Delete: Delete allows users to remove a dashboard from the CRM.

Note: User can delete only non public dashboards.

Running dashboard Reports

Clicking Run for a dashboard from the dashboard list allows you to create Dashboard reports shown below.

 Create New/ Modify Dashboard

User can create New or Modify existing dashboards.

Follow the steps below to create new dashboard.

Note:  The steps for modifying an existing Dashboard are similar to creating a new dashboard.

  1. On Dashboard Manager page click on New ( select an existing dashboard then click on Edit to modify it)
  2. Dashboard Template Layout page opens

Step1: Enter Template Details

  • Template Name: Name the template, this will show up on the list of dashboard names. Example: Campaigns Dashboard
  • Layout Split: Allows users to split the screen into different ratios to display graphs and reports.

Four layout splits are supported. Basic split will not split the screen where as other options will split the screen into following ratios as 50/50, 75/25 or 80/20.

Step 2: Add Gadgets

Available gadgets: Shows a dropdown list of gadgets which we can add to the dashboard.

Add to Column:  Dropdown list shows Left Column and Right Column. It will show only left Column if Basic Layout is selected as layout Split. Select Left or right column to select the side where the gadget can be added, then click on Add.

Step 3:

Left Column and Right Column displays the list of gadgets added to the respective columns.

Step 4: select Access.

Select Only Me to keep your dashboard private or select Everyone to make it Public.

Note: Step 4 is not applicable for Admin user, as all dashboards created by admin users will be public by default.

Once all the four steps have been completed, click on Save to save all changes.

Change Dashboard 

Users can change and view different dashboards according to their needs.

  1. On the Dashboard tab click on the dropdown button to view the list of all dashboards.
  2. User can select any Dashboard from the list. The system will remember this selection for future use.