KPI-based and actionable dashboards can be configured and associated to one or more user roles. Administrators can configure custom widgets utilizing the saved searches to create dashboards keeping users and managers on top of their day-to-day activities. For this, various charts are available within the MX:
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Widget Type |
Description |
Example |
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Number Tile |
Number Tiles support aggregating certain values, e.g., the total values of opportunities in system currency owned by the current user or the total number of accounts assigned to the user.
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Chart Tile |
Chart Tiles can render pie, donut, bar or column charts providing a breakdown or group-by of certain objects, e.g., opportunities by sales phase or quotes by status.
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Icon Tile |
If users need to access links within MX or external systems outside to perform their job duties, Icon Tiles will be able to store internal or external links. Icons can be uploaded to provide a better visual experience for the end-users.
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Table Tile |
Data set (like Account, Quote, Products, Opportunity, Leads, e-mail) can be rendered as a saved table list providing direct access to the most important objects.
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MX Widgets (delivered by In Mind Cloud) |
Specialized widgets to display upcoming tasks and activities provide an optimized user experience and require a special layout.
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Configuring a Widget
Widgets can be configured by defining the following:
- What data to show (based on the combination of the respective business object (e.g., Opportunities) and a saved search (e.g., ‘My Open Opportunities’)).
- How to render the data (e.g., a number tile or a chart tile).
- Where to navigate to (when clicking, the user can, e.g., navigate to a data set or, for icon tiles, a URL can be configured that is either within MX or pointing to an external system/website).
In the following figure, the configuration screen available under ‘Administration’ > ‘Widget Administration’ > ‘Widgets’ is explained in detail:
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Section |
Field |
Description |
|---|---|---|
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Widget Details (red) |
Name |
Name of the widget. This will also be the default title if no localization is maintained (refer to localization in this table below). |
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Placement |
Denotes where the widget will be displayed. Available options are:
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Widget Type |
Denotes the type of widget and how it visualizes data. Available options are:
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Chart Type |
Only available when ‘Chart Tile’ is selected as the Widget Type. Available options are:
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Sort By |
Used in 'Chart Tiles' where administrator can choose how the chart is sorted by. Available options are:
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Accent Color |
The color of the left border, the header and the chart or key figure. |
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Icon Upload |
Only available when ‘Icon Tile’ is selected as the Widget Type. |
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Navigation Options (orange) |
Navigation Target |
Denotes, where the user is taken to upon clicking on a widget. Available options are:
Note: for a Table tile if you want to navigate to respective records, select "No Action" |
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URL |
Can be a relative URL path pointing to certain targets within the MX application (e.g. Analytics, Cockpit, Reports, Pipeline, Guided Selling, Favorites) or a Full URL path (the administrator can key in any URL). |
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Open in Tab |
Only when ‘Full URL’ is selected. Additional options are:
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Data Configuration – Localization (green) |
Header Level |
Will be the main header on the widget |
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Sub-Header Level |
Will be the sub-header on the widget |
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Data Configuration – Data Selection (blue) |
Table |
This will select from which table the widget will receive its data points. Available options are:
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Saved Search |
Ability to select a pre-configured saved search. Values are dependent on the aforementioned ‘Table’ field. All saved searches will be available (even if marked as hidden in the respective configuration (refer to ‘Saved Search’ for additional information)). |
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Main Calculated Field + Operator |
Only available for number tiles. The main field depends on which ‘Table’ is chosen. Available operators are:
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Additional Field + Operator |
Only available for number tiles. The main field depends on which ‘Table’ is chosen as well as the Main Calculated field. Available operators are:
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Group By + Operator |
Only available for number tiles. The main field depends on which ‘Table’ is chosen as well as the Main Calculated field. Available operators are:
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Group By (Date Interval) |
Only available if a field of date type is selected in the 'Group By' field.
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Preview (purple) |
Preview |
Provides a preview of what the widget will look like when rendered. NOTE: the widget needs to be saved first before a preview can be generated. |
Creating a Widget Profile
The purpose of a ‘Widget Profile’ is to bundle different widgets together and eventually assign the profile to a role (refer to the following sections for more details). A widget profile mainly comprises of a name, a status (active or inactive) as well as ‘Sections’ which can be used to group multiple widgets (sections are optional).
Assigning a Widget to a Widget Profile
Once the profile has been created (refer to the previous section), widgets can be assigned to the profile. By clicking the ‘+’ icon, the user can select from available widgets:
Assigning a Widget Profile to a Role
Widget Profiles can be assigned to a role. Under ‘Administration’ > ‘Roles Management’ and under a specific role, the widget profile can be assigned:
Note: only active widget profiles can be assigned to a role.
Account Overview Pages
Account Overview Pages can be configured similar to the widgets outlined in the previous sections. Currently, only MX Widgets can be available in the account overview page that needs to be assigned to the widget profile:
Note: the highlighted widgets have a specific placement which denotes that these widgets are available under the Account Overview Page. There is no configuration available for these widgets.
The following figure shows the widgets on the actual account overview page:
