Introducing Widgets

Widgets are plug-ins you can add to a dashboard. There are several types of widgets you can use to display your data. Move your mouse over the chart in a widget to display the dimension and metric selected for that widget.

Dimensions are the data associated with an entity you want to view.

For example, for the Account entity, you can view the following dimensions:

• Account Manager
• City
• Industry
• Owner
• SIC
• State
• Status
• SubType
• Type

Metrics are the way you calculate the data you want to view.

For example, for the Account entity you can use the following metrics:

• Average Days Since Last Activity
• Average Revenue
• Average Time as Customer
• Count Accounts
• Total Revenue

Click the link at the bottom of each widget to view more detailed information for that data. For example, if you configured the Group List widget to display All Open Opportunities, the View Group link opens the Opportunities List View. Click Welcome in the Navigation Bar to return to the dashboard.

There are several types of widgets:

Charting Widgets

• Bar - Displays the data in horizontal bars. ExampleIf you select the data for Average Order Size by Owner, the teams are displayed on the Y-axis and the number of orders on the X-axis. Each bar extends horizontally to meet the number on the X-axis that most closely matches the total.
• Column - Displays the data in vertical columns. Example If you select the data for Average Order Size by Owner, the teams are displayed on the X-axis and the number of orders on the Y-axis. Each bar extends vertically to meet the number on the Y-axis that most closely matches the total. You can add a goal to the configuration which displays as a horizontal line across the chart, depicting where the columns are in relation to that goal.
• Funnel - Displays the data in progressive proportions in a color-coded funnel. Use funnel charts to illustrate information in a staged process, for example potential revenue or the number of opportunities in your opportunity pipeline. Examples

Open Opportunities by Sales Potential

Use a funnel chart to show potential revenue of opportunities in your pipeline for each level of revenue.

1. Right-click a Dashboard tab and click Add Content.
2. Click the Add button under Funnel Chart.
3. Type a Title for the funnel chart, for example Open Opportunities by Sales Potential.
4. In the Entity list select Opportunity.
5. In the Group list select All Open.
6. In the Dimension list select Stage.
7. In the Metric list select Sum Sales Potential.
8. Determine if you want to Display Labels, Truncate Labels and what the Label Length is.
9. Click OK.
   A range of sales potential amounts displays with each sales potential range represented as a different colored level. The size of each level represents the number of opportunities within a particular sales potential range.

Open Opportunities by Stage

Use a funnel chart to see how many opportunities are in each stage of the opportunity pipeline.

1. Right-click a Dashboard tab and click Add Content.
2. Click the Add button under Funnel Chart.
3. Type a Title for the funnel chart, for example My Opportunities by Stage.
4. In the Entity list select Opportunity.
5. In the Group list select All Opportunities.
6. In the Dimension list select Stage.
7. In the Metric list select Count Opportunities.
8. Determine if you want to Display Labels, Truncate Labels and what the Label Length is.
9. Click OK.
   Each Stage is represented in order of the process as a different colored level. The size of each level represents the number of opportunities in a particular stage.

• Line - Displays the data as a series of data points connected by a line. Example If you select the data for Active Marketing Campaigns by Region, the teams are displayed on the X-axis, the number of campaigns on the Y-axis and the counts are data points on the chart.
• Pie - Displays the data in a pie separated by color with a legend of accompanying data. Example If you select Accounts by Region with five slices, the chart displays a five-colored pie with a legend displaying Owners (teams) and the total number of accounts per team. You can configure the pie chart to display five or ten slices, and choose whether to display an Other slice that includes all the data not shown.

List Widgets

• Group - Displays the group information specified. Example If you select My Closed Opportunities. You can sort the columns in the list and navigate to the account or entity for more detailed information with the View Group link.

If you share a Dashboard tab that contains a group, the group must also be shared with those users in order for the group to display on the Dashboard tab. The View Group link is not available for History

• Links - Displays links you specify. Example Add links you use frequently within Infor CRM or on the Internet.
• Recently Viewed - Displays recently viewed details as links. If you viewed the details for an account and contact, links to those detail views display in the list.

Other Widgets

• Today's Activities - Displays a list of all your activities scheduled for today. To view more information, click the link to open the activity's detail view.
• Welcome - Displays an introduction to the Infor CRM Web Client, with a link to the Infor CRM Web Client Help. A brief description of all the features that Infor CRM provides to help you manage your work.
• SData - Displays a web feed using SData (Sage Data) feeds. You can select from a list of available feeds from your Infor CRM database or accounting integration.
• Website - Displays a website within a widget on the dashboard. You can paste or type a URL and set the height of the widget to determine how much space it will occupy in the dashboard.

  Some websites may not be optimized to be added as a widget. You should first create a "test" tab and add the Website widget there to make sure the web site behaves as expected before adding a Website widget to an existing tab.

• Web Feed - Displays an RSS or Atom web feed within a widget on the dashboard. You can paste or type a web feed address, determine how the feed stories will appear, and set the height of the widget to determine how much space it will occupy in the dashboard.

Related Topics

Using Widgets