Dashboard

Commission Breakdown Widget
Widget that does a breakdown of commission totals in combination with custom and item variables.  Commission item variables of type code (new variables ...
Thu, 1 Jun, 2017 at 1:38 PM
Dashboard Presentation Mode
Have a dashboard that you want to display in a common area of your office? For example, maybe you want to display incoming sales or signed contracts? Or...
Wed, 5 Sep, 2018 at 1:17 PM
Dashboard Pages
Use dashboard pages to provide users with organized access to data you know that they want and use frequently.  Consider a dashboard that displays laggi...
Thu, 6 Sep, 2018 at 5:47 PM
Commission Trend Widget
The Commission Trends widget displays the trends of certain types of commission values over a set time period.  Types: Net billed Gross comm. Payou...
Mon, 13 Apr, 2020 at 10:04 AM
Multiple Process Sum Widget
The Multiple Process Sum widget lets you choose up to three Process Sum Widgets that you have created and display the data together. An example of this ...
Thu, 21 Apr, 2022 at 11:02 AM