Widgets are small applications that can be added to your dashboard to display dynamic data or perform specific functions. Widgets offer real-time insights and each has unique settings. They can be created and viewed from within a dashboard and their primary function is to help quickly provide information. For more information about how to add a Widget, please see How to Set Up Dashboards and Widgets.
Table of Contents:
- Understanding Widget Types
- Refreshing a Widget
- Viewing and Editing Settings
- Resizing a Widget
- Moving a Widget
Understanding Widget Types
There are many different Widgets. Each one has a different function and displays unique information.
Note: All data is listed off creation dates, not dates completed.
The data within a Widget is pulled directly from the system and cannot be edited from a Dashboard. Widget data can only be changed by the system as you create and edit Orders and Estimates.
Current Status Count Summary - Displays productivity of a specified transaction type for the specified location.
Current Status Value Summary - Displays monetary value of a specified transaction type for the specified location.
Current Time - Displays the current time converted to the Time Zone specified for the User. It can be customized to display other time zones, and it can optionally display the date.
Estimate Recap - Displays Estimate Count and Value totals for selected status milestones in the date range selected.
Estimate Status Count Summary - Displays productivity of Estimates created for the specified location and time period.
Estimate Status Value Summary - Displays monetary value of Estimates created for the specified location and time period.
Monthly Sales Goal Progress - Displays all Sales in the current month and all open Orders in production with a Production Due date in the current or past month.
New Companies Created - Displays the number of customers created for the specified location and time period.
Observing - Displays Estimates and Orders being followed by the current user.
Order Recap - Displays Order Count and Value totals for selected status milestones in the date range selected.
Order Status Count Summary - Displays productivity of Orders created for the specified location and time period.
Order Status Value Summary - Displays monetary value of Orders created for the specified location and time period.
Payment Summary - Displays information on payment transaction data for the specified location and time period. Optionally, Widget can display the overall balance for Open Credits and Open Receivables during the time period.
Sales Team Goals - Displays the monthly monetary value compared to month sales goals for each selected salesperson for the specified location.
Salesperson Current Status Totals - Displays the monetary value for each selected salesperson for specified transaction type and the specified location.
Salesperson Estimate Converted Totals - Displays the monetary value of new Estimates for each selected salesperson for the specified location, primary time period, and optional comparative time period.
Salesperson Goals - Displays the yearly monetary value compared to yearly sales goals broken down by month for a single selected salesperson for the specified location
Salesperson New Estimate Totals - Displays the monetary value of new Estimates for each selected salesperson for the specified location, primary time period, and optional comparative time period.
Salesperson New Order Totals - Displays the monetary value of new Orders for each selected salesperson for the specified location, primary time period, and optional comparative time period.
Salesperson Order Closed Totals - Displays the monetary value of closed Orders for each selected salesperson for the specified location, primary time period, and optional comparative time period.
Salesperson Order Invoiced Totals - Displays the monetary value of invoiced Orders for each selected salesperson for the specified location, primary time period, and optional comparative time period.
Top 5 Companies - Displays the top monetary contributors of Orders created for the specified location and time period.
Refreshing a Widget
Widgets are automatically set to update every 30 minutes. For a quick update you can refresh the Widget.
1. Click the Refresh icon at the top right of the Widget.
Note: Refreshing the page does not refresh Widgets. It must be done individually using the above steps.
Viewing and Editing Settings
Specific settings will vary depending on the Widget selected. The Widget Information, Name, Refresh Interval, and Filter by Location will be available for all Widgets.
1. Click the ellipses at the top right of the Widget.
2. Select Settings.
Note: The ellipses at the top of a Widget can also quickly Clone or Remove a Widget.
a. Widget Information - This provides a quick synopsis of what this particular Widget does.
b. Name - This will be the name as viewed on your Dashboard.
c. Refresh Interval - Widgets are automatically set to update every 30 minutes. This can be modified by typing a new number into this field.
Note: The minimum refresh time is 5 minutes. It is important to note that refreshing more frequently can cause system slowdowns.
d. Filter by Location - If your system has multiple locations, you may choose to filter the information displayed according to location. For more information about adding locations to your system, please contact [email protected].
e. Options - These options will be specific to the Widget you have selected.
3. Click Save
Resizing a Widget
Hover your cursor near the corner or side of the Widget. A resizing arrow will appear. Click and drag until the Widget is the desired size.
Moving a Widget
Hover your cursor near the top bar of the widget until a Move symbol appears. Drag and drop the Widget to the desired area.
