Homepage widgets

Administrators can create home pages that are tailored to specific users, enabling them to focus on prioritized daily tasks.

In addition, administrators can configure custom widgets for dashboards. Widgets enable you to define:

• Data to display

• How to display data

• Navigation options

The following image shows example home page with widgets:

Add and configure widgets

1. From the application left navigation area:

   • In the classic view, select Administration.

   • In the new UI, select Settings > Administration.

2. Select Widget Administration, then select Widget.

3. Select Add.

4. Select the new widget in the list and configure its settings by sections Widget Details, Navigation Options, and Data Configuration. Then, select Save Changes.

Widget Details

In the Widget Details section, define:

• Name—Enter the widget name. This name appears on the dashboard.

• Placement—Specify where the widget appears. Available options are Home – Dashboard and Account Detail Overview – Dashboard.

• Widget Type—Define the widget type. For details, read the Widget types section below.

• Chart Type—Select the type of chart to display. This setting is available only when Chart Tile is selected as the widget type. Available options are a pie chart, bar chart, column chart, or donut chart.

• Sort By—Select how to sort the chart. This setting is available only for chart tiles. Available options are Key and Label.

• Accent Color—Select the color of the left border, header, and chart or key figure.

• Icon Upload—Upload an icon. This setting is available only when you select Icon Tile as the widget type.

Navigation Options

In the Navigation Options section, define:

• Navigation Target—Select what happens when a user selects the widget. Available options are:

  • No action—No navigation is available.

  • Result Page—Opens a page containing the applicable results. For example, selecting an All Opportunities widget opens the list of all opportunities.

  • Relative Link—Opens a specified location within the application.

  • Full URL—Opens a specified URL.

  Note

  To enable users to open individual records from a Table Tile widget, select No action as the navigation target.

• URL—Enter a relative URL that points to a location in the application, such as Analytics, Cockpit, Reports, Pipeline, Guided Selling, or Favorites. You can also enter a full URL when Full URL is selected as the navigation target.

• Open in Tab—Select where to open a full URL. This setting is available only when Full URL is selected. Available options are current tab and new tab.

Data Configuration

In the Data Configuration section, define:

• Header Level—Define the translation for the header label.

• Sub-Header Level—Define the translation for the subheader label.

• Table—Select the dataset from which the widget retrieves its data. Available options are:

  • Account Data Set

  • Lead Data Set

  • Opportunity Data Set

  • Quote Data Set

  • Order Data Set

  • Activity Task

  • Activity Email

  • Activity Phone

  • Activity Meeting

• Saved Search—Select a preconfigured saved search. The widget uses the results and columns defined by the selected saved search.

• Table Customization—(Available only in the new UI.) Select which saved-search columns appear in a table tile widget and arrange their display order. This button is available only when Table Tile is selected as the widget type and a saved search has been selected. The customization is specific to the widget. It does not modify the selected saved search.
  In the customization dialog, hide any columns that you do not want to display in the widget and arrange the remaining columns in the order in which they should appear. Then select Save.

• Main Calculated Field and its Operator—Select the primary field and calculation to use. This setting is available only for Number Tile widgets. Available operators are Max, Min, Average, and Sum.

• Additional Field and its Operator—Select an additional field and how to represent its value. This setting is available only for Number Tile widgets. Available operators are: # (for absolute values) and % (for percentages).

• Group By and Operator—Available only for Number tiles. Available operators are: # (for absolute values) and % (for percentages).

• Group By (Date Interval)—Select how to group date values. This setting is available only when a date field is selected in the Group By field. Available intervals are: Monthly, Quarterly, and Yearly.

You can preview the configured widget in the Preview section.

Widget types

The following widget types are available:

• Number Tile—Support aggregated data. For example, the total number of opportunities owned by the current user or the total number of accounts assigned to the user.

• Chart Tile—Render pie, donut, bar, or column charts. Use to display opportunities by sales phase or quotes by status.

• Icon Tile—Used to store internal or external links. Can be uploaded to provide a better visual experience for users.

• Table Tile—Application entire data set (Account, Quote, Products, Opportunity, Leads, e-mails) can be rendered as a table list view for easy access.

• MX Widgets (delivered by Zilliant CPQ)—Custom widgets that display upcoming tasks and activities. Requires a special layout.

Create widget profiles

A widget profile groups widgets so that you can assign them to a specific user role. A widget profile must have a name and a status of active or inactive. You can also define sections to organize the widgets in the profile.

1. From the application left navigation area:

   • In the classic view, select Administration.

   • In the new UI, select Settings > Administration.

2. Select Widget Administration, then select Widget Profile.

3. Select Add to add a widget profile, then select the new profile in the list to define it.

Assign a widget to a widget profile

After you create a widget profile, assign the widgets to the profile:

1. In the Widget Profile List, select Widgets.

2. Select Add to select a widget to add to the profile.

3. Select Add.

Assign a widget profile to a role

1. From the application left navigation area:

   • In the classic view, select Administration.

   • In the new UI, select Settings > Administration.

2. From the top navigation bar, select Role Management.

3. Select a role from the list.

4. In the Widget Profile field, assign a widget profile.

5. Select Save.