Adding Dashboard Widgets

Infor CRM provides several out-of-the-box widgets that you can add to a dashboard tab.

To add a dashboard widget

On the Navigation bar, click Dashboard..
Select the tab that you want to add a widget to or contains the widget you want edit.

Note: You can only add widgets to a dashboard you created.
On the dashboard menu, click Add Widget.
Click the type of widget you want to add to open the Widget Settings dialog box. See Defining Dashboard Widgets.
Complete the Widget Settings information. The available settings depend on the type of widget you selected.
- 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
- 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.
When finished click Save.