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.
Metrics are the way you calculate the data you want to view.
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:
|
The list of available widgets is determined by your implementation. You may not have access to all widget types. |
- Bar - Displays the data in horizontal bars.
- Column - Displays the data in vertical columns.
- 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
- Line - Displays the data as a series of data points connected by a line.
- Pie - Displays the data in a pie separated by color with a legend of accompanying data.
List Widgets
- Group - Displays the group information specified.
- 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.
- 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.