Dashboard widgets

Widgets are plug-ins that can be added to a dashboard. The out-of-the-box widgets can be used to display data in various formats. You can add, edit, and remove these widgets. You can also rearrange widgets using the Reorder Widgets option on the Dashboard menu.

Note: The access to the widgets is determined by the implementation.

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

Bar chart widget. See Working with a Dashboard Bar Chart widget
Bubble chart widget. see Working with a Dashboard Bubble Chart widget
Column chart widget. See Working with a Dashboard Column Chart widget
Donut chart widget. See Working with Dashboard Donut Chart widgets
Funnel chart widget. See Working with a Dashboard Funnel Chart widget
Gauge chart widget. See Working with a Dashboard Gauge Chart widget
Group List widget. see Working with a Dashboard Group List widget
Infor CRM SLX Welcome widget. See Working with the Dashboard Infor CRM SLX Welcome widget
Line chart widget. See Working with a Dashboard Line Chart widget
Links widget. See Working with a Dashboard Link widget
Pie chart widget. See Working with a Dashboard Pie widget
SData Widget see Working with Dashboard SData Feed widgets.
Customer Journey Opportunity Kanban Widget. See Working with a Dashboard Customer Journey Opportunity Kanban widget.

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).

Some widgets, such as bar and column charts are used to define multiple data sources to compare two sets of data in the same chart. For more information see Working with Dashboard data sources

You can perform these actions related to the widgets:

Add a widget. See Adding Dashboard Widgets
Edit an existing widget.
Delete a widget. See Deleting Dashboard widgets
Hide or remove chart items using the legend. See Hiding or removing Dashboard chart items