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
- Click Dashboard. on the Navigation Bar.
-
Select the tab that you
require
to add a widget to or contains the widget you require
modify.
Note: You can only add widgets to a dashboard you created.
- Click Add Widget from the dashboard menu.
- Click the type of widget you require to add to view the Widget Settings window. See Defining dashboard widgets.
-
Complete the Widget Settings information. The available settings
are
based 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
- Application 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 Kanban widget. See Working with a Dashboard Customer Journey Kanban widget.
- Click Save, when finished.