Working with widgets

Widgets can be added to a dashboard or widget panel. The out-of-the-box widgets can be used to display data in various formats. You can add, modify, and remove these widgets. You can also rearrange widgets using the Reorder Widgets option from the menu.

Note: Your security access determines the functions that are available. You can contact your administrator for modifying the access.

Infor CRM SLX provides these out-of-the box widgets:

For example, you can configure a column chart widget to display all the opportunities (entity) closed and won (group), by an account manager (dimension) and the total amount of the sale (metric).

For widgets, such as bar, bubble and column charts, or KPIs multiple data sources can be defined to compare two sets of data in the same widget. For more information see Working with widgets data sources

You can perform these actions related to the widgets: