Adding Components for Dashboard

Adding Components for Dashboard

After creating a dashboard you must add components (representing the exact data in pictorial form), which includes Bar, Pie, Line, Funnel, or Table charts. You can select the charts to display the data in pictorial form and also a table to display the data in tabular format.

Note

  • You can add only a maximum of 6 components in a dashboard.
  • Only Summary Reports can be added to the dashboard.

List of Standard Charts

Chart TypeDescription
Bar chartTo display two or more kinds of data, that can be used to compare values across categories.
Pie ChartTo display data that is divided into triangular areas proportional to the percentages of the whole and used to illustrate the relationship of parts to the whole.
Line ChartTo display a trend over a period with the variations in the multiple values in a single chart.
Funnel ChartTo show the convergence of data from the entry level to exit level. It is typically used show the sales pipeline at any point of time.
Table ChartTo show sum of the values in each category of the data.

To create report charts

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, click Add Component.
  3. In the Add Component page, do the following: 
    • Select the Component Type, either Chart or Table.
    • Enter the Component Name
    • Select the source of data for the report from the Source Report list.
  4. Click Next.
  5. In the Add Component page, select the type of chart from the Select Chart Type list box. Under Provide Chart Details, the X-Axis and Y-Axis details are displayed.
  6. Click Finish.

After adding a chart to the dashboard, you can perform the following operations:

  1. Delete the chart
  2. Edit the chart
  3. Drill-down the chart
  4. Change to 2-dimensional or 3-dimensional view
  5. Zoom out the chart

Note

  • You can delete only the custom charts created by you.

Drill Down Dashboards

This feature enables you to view a detailed report on the selected data in any dashboard report.

To drill-down dashboards

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the dashboard from the Switch to Dashboard drop-down list.
  3. In the selected dashboard, click on the data for which you need a detailed report.
  4. The data is displayed in the form of a report.
  5. In the Report page, you can export the data to PDF/XLS/CSV, save the report, customize it, or create a chart based on the details. 

Zoom in Charts

This feature enables you to zoom in and zoom out the chart for a better visualization of data, which is very useful while working with massive amounts of data.

To zoom in the charts

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the dashboard from the Switch to Dashboard drop-down list.
  3. In the Dashboards Home page, in the required chart click the Zoom icon. The enlarged chart is displayed in a separate window.

    • Related Articles

    • Add Components

      In the Home tab, you can add up to 5 components. Each component will list data from the various others modules like the Leads, Potentials, Activities, Dashboards etc. To add components In the Home tab, click (Customizable option icon). In ...

    • Overview Dashboard

      The Overview section in the Reports module, is a robust dashboard that gives you a feel for everything going on throughout your entire Live Customer Support Chat operation. When you enter the Reports module, by clicking Reports on the left-hand ...

    • Adding Employees

      1. Click on the EMPLOYEES tab. 2. Create a NEW EMPLOYEE. 3. Fill in their first name, last name, phone number, hire date, type and any additional information.

    • Adding Users

      Log in with Administrator privileges. Users with Manage Users permission in the profile can also access this feature to add users. Click Setup > Users & Permissions > Users. In the Users page, click Add New User.  In the Add New User page, enter the ...

    • Adding Photo

      You can add a photo of your contacts and leads in your CRM account. You can delete the photos whenever required. To add a photo Click the [Module] tab. From the list of records, select a record for which you want to add a photo. In the Record ...