Configuring a Widget

  1. Open the homepage containing the widget you want to edit or configure.
  2. Click the ellipsis button on the widget you want to edit or configure and click Configure.
  3. Specify the Configure Widget information in these fields:
    Title
    The title for the widget.
    Entity
    The entity from which you want to use the data. For example, Opportunities. All entities with list views are available to view in charts and lists.
    Group
    The group for which you want to view data. For example, All Opportunities. All groups available to a user are available to use in charts and lists.
    Dimension
    The data you want to view. For example, Probability. All current Range and Distinct filters are available as dimensions.
    Note:  The available dimensions are dependent on the available entity filters and other configuration settings. Contact your system administrator for more information.
    Metric
    The way you want to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, Lead Count and Account Count. There are additional metrics for Opportunities and History.
    Type
    A subtype of the widget you added. For example a Chart widget could be a bar, column, donut, funnel, line, or pie chart.
    Note: Some widget types may not be available.
    Limit
    Specify the maximum number of items to appear in the chart. Depending on the selected Dimension, the limit may not apply.
  4. Click OK.
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