Using Welcome Page Widgets

Infor CRM SLX provides several out-of-the-box widgets for the Welcome page. You can add, edit, and remove widgets from the Welcome page, and you can rearrange widgets on the page with drag-and-drop.

Using pre-defined dimensions, which are a type of filter, you can display metrics for the data across ranges or from the distinct values and display this data in one of the charting widgets. For example, you can configure a column chart widget to display all the opportunities closed and won, by an owner and the total amount of the sale, or a pie chart depicting the sales won by a team.

Note: The list of available widgets is determined by the implementation. You may not have access to all the widget types.

If you want to use Dashboard widgets, see Dashboard Widgets

You can perform these actions related to the widgets:

Related topics