Process Management / Dashboards / Widgets / Setup
Add a Process Sum Widget when you want to display the total sum or average of a money or quantity field in a process in a widget. There are two choices of w...
Thu, 21 Apr, 2016 at 2:44 PM
Add a Process Count Widget if you want to display the number of forms in a view. You can choose to display information in a big number or dial.
The Ne...
Thu, 21 Apr, 2016 at 2:44 PM
Add a Process Growth Widget if you want to show the changes occurring in a process. For example, the Process Growth Widget below shows the difference in Com...
Thu, 21 Apr, 2016 at 2:44 PM
The Process Commitments widget will show a processes’ time commitments to a process. For example, if a meeting, onsite visit or installation has been schedu...
Thu, 21 Apr, 2016 at 2:44 PM
The Approval List Widget displays the amount of forms that require your approval.
See also:
All Widgets
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Thu, 21 Apr, 2016 at 2:45 PM
Top menu >> Setup >> Dashboard Process days widget allows you to choose a view from a process and a date field. Then display the amount o...
Mon, 11 Feb, 2019 at 3:23 PM
The Commission run widget shows you how long ago (days) you closed out your run and the total Net billed for that run.
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Thu, 21 Apr, 2016 at 2:46 PM
Commissions Value widget has multiple options and can therefore be used to show either growth or value for variables such as: Net billed, Gross comm, Pay...
Thu, 21 Apr, 2016 at 2:46 PM
Commission Links widget shows important links allowing the staff user or agent to easily see their Missing accounts or Billing variance view.
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Thu, 21 Apr, 2016 at 2:46 PM
The Multiple Process Sum widget lets you choose two process sum widgets you have created and display the data together.
An example of this widget in ...
Thu, 21 Apr, 2016 at 2:47 PM