Huge Dashboard Widget Enhancements

Huge Dashboard Widget Enhancements

Software Updates

January 14, 2024 ● 2 min read

Huge Dashboard Widget Enhancements
Exciting news for our CRM users! We’ve just rolled out powerful widget enhancements, allowing you to tailor your dashboard with custom fields in Opportunities, advanced metric options, extended date ranges, new conditional operators, and a remarkable 99% improvement in loading times. Elevate your business insights and efficiency effortlessly with these intuitive features!
Huge Dashboard Widget Enhancements: Our CRM now allows you to enhance and customize widgets on the dashboard with new features, including the ability to add custom fields in Opportunities, advanced metric options, extended date ranges, new operators for conditionals, and significantly improved loading times for a faster and smoother user experience.👇🏻

⭐️ Why Does It Matter To Your Business?

  • Customization: Tailor widgets to your specific needs by adding custom fields in Opportunities and filtering based on conditions, providing a personalized view of your data.

  • Data Insight: Gain deeper insights with enhanced metric options, allowing you to choose count, sum, min, max, or average for your statistics, providing a more comprehensive analysis.

  • Efficiency: Experience a 99% improvement in loading times, ensuring a faster and smoother process when adding and editing widgets on the dashboard, ultimately saving you time, and enhancing efficiency.

⭐️ How To Use The Dashboard Widget Enhancements:

  1. Access the dashboard from the left navigation menu and click on Edit Dashboard button.

  2. Now click on the “+Add Widget ” button.

  3. Here you can see the newly added widget.

  4. For example, in the opportunities tab you can add widgets related to opportunities.

  5. Add opportunity widget.

  6. Select the metric as count.

  7. Now click on advanced settings.

  8. Add the date property as “created on”.

  9. Now select the date range.

  10. You can also add the conditions depending upon the scenario.

  11. Select the condition As Assigned user.

  12. Now choose the filter according to the scenario (e.g “is”) and click “Save”.

  13. You can view the added widget in the dashboard now.

Implementing these steps will empower you to make the most of our CRM's new widget enhancements, offering a tailored and efficient approach to managing and analyzing your business data.

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