Tag: Create SFA

Dashboard Setup refers to the process of creating and organizing a dashboard, which is a visual interface used to display key information, data, or metrics in a clear and easily digestible format.

Setup Dashboard

1. Sign in to AgentFront CRM.
2. From the top menu, choose Setup.
3. Select Dashboard Setup from left side panel.

   

4. The Dashboard Setup page will open, displaying existing Dashboards.
5. There is an Add button above the Action Column on the right side of the page to add new Dashboard.
6. There are options to Manage (), Assign/Share () and Edit () the available Dashboard under the Action column.

   

Add new Dashboard:

1. Click on Add button to add new Dashboard.

   

2. The Add Dashboard window will open, allowing the user to enter the required details to create a new Dashboard.
   • Dashboard Name: Enter the clear, descriptive name. This is what users will see under the Dashboard tab.
   • Description: Optional explanation of the Dashboard’s description.
   • Status: Select status from Active or Inactive options.
   • Usage: Select usage from Public or Private options.
3. Once the required fields are filled, click the Save button.

   

4. The dashboard is now listed and ready to use.
5. Using the Manage option, the user can set a customized dashboard.

   

View Dashboard under Dashboard Tab:

1. Navigate to Dashboard tab to view newly added Dashboard.
2. Click Dashboard in the top menu and select the newly created dashboard from the drop-down menu. As no widgets or charts have been created yet, the dashboard displays a message asking you to add them.

   

Steps to Setup Customize Dashboard

Manage Dashboard Setup:

1. Navigate to SETUP > Dashboard Setup again.
2. Click Manage () icon from the Action Column for the newly added Dashboard to Manage details of Dashboard.

   

3. A new page will open with all details of Dashboard.
4. There are two options to add in dashboard:
   • Widgets and
   • Chart
5. The Widgets tab opens by default. Users can create Widgets and Chart from this tab as required.
6. There are Back () and Add buttons above the Action Column on the right side of the page.

   

Below are the steps to add Widget.

1. Add Widget:
   • Click on Add button to add new Widget.

     

   • The Add Widget window will open, allowing the user to enter the required details to create a new Widget.
     • Widget Name: Enter the clear, descriptive name.
     • Description: Optional explanation of the Dashboard’s description.
     • Status: Select status from Active or Inactive options.
     • Select Field: Select field from the given fields.
     • Select Value: Select value for the selected field.
   • Once required fields are filled, click Save button.

     

   • The widget is now listed and ready to use.

     

   • There are options to View (), Edit () and Delete () the existing Widget under the Action column.
   • Also, users can Rearrange () Widgets according to their requirements.

     

2. View Widget:
   • Click View () icon from the Action Column for the Widget you want to view details of widget.

     

   • A new page will open, displaying all the widget details in view only mode.

     

3. Edit/Update Widget:
   • To update the existing Widget from the available list, Click on Edit ( ) icon from Action Column for the Widget you want to edit/update.
     

     

   • Clicking Edit () icon will open the selected widget in edit mode with title Edit widget.
     Update the required details and click Save.

     

4. Delete Widget:
   • To delete the unwanted existing Widget from the available list, click on Delete () icon from the Action Column for the Widget you want to delete.
     

     

   • It will ask for confirmation popup, click on Deleted button to delete the Widget otherwise click on Close button.

Just like with widgets, users can create charts for the same dashboard.

Below are the steps to add Charts

2. Charts:

1. Click Charts next to Widgets.

   

2. There are Back () and Add buttons above the Action Column on the right side of the page.

   

1. Add Chart
   • Click on Add button to add new Chart.

     

   • The Add Chart window will open, allowing the user to enter the required details to create a new Chart.
     • Title: Enter the clear, descriptive title of the Chart.
     • Description: Optional explanation of the Chart’s description.
     • Based On: This field is the main section of the chart. Chart is based on this field.
     • Select Values: Select values for the bases on.
     • Chart Type: Select chart type from the given options.
     • Status: Select option from action of inactive.
     • Performance Type: Select performance type for the given options.
     • Add filter option on chart: Add filter option if needed.
     • Do you want to add the condition?: add condition if required.
   • Once required fields are filled, click Save button.

     

   • The chart is now listed and ready to use.

     

   • There are options to View (), Edit () and Delete () the existing Chart under the Action column.
   • Also, users can Rearrange () Chart according to their requirements.

     

2. View Chart
   • Click View () icon from the Action Column for the Chart you want to view details of chart.

     

   • A new page will open, displaying all the chart details in view only mode.

     

3. Edit/Update Chart:
   • To update the existing Chart from the available list, Click on Edit () icon from Action Column for the Chart you want to edit/update.

     

   • Clicking Edit () icon will open the selected chart in edit mode with title Edit Chart. Update the required details and click Save.

     

4. Delete Chart:
   • To delete the existing Chart from the available list, click on Delete () icon from the Action Column for the Chart you want to delete.

     

   • It will ask for confirmation popup, click on Deleted button to delete the Chart otherwise click on Close button.

     

Back to Dashboard Setup:

• After completing the setup of Widget and Chart click on Back () button to complete the Dashboard setup.

  

Assign/Share Dashboard:

• Click on the Assign/Share () icon from the Action column to share the Dashboard with another user.

  

• A new pop-up will appear named – Assign Users.
• Search for the user with whom the dashboard needs to share with.
• Select the user from the drop down.
• Click on add button to add the user.

  

• System will generate confirmation message and widget shared with the person will look like below.

  

View Widget and Chart in Dashboard menu:

• Select Dashboard from the top menu.
• Select the newly created Dashboard from the right side Select Dashboard drop-down option.

  

Edit Dashboard Setup:

1. To update the existing Dashboard from the available list, Click on Edit () icon from Action Column for the Dashboard you want to edit/change.
   

   

2. Clicking Edit () icon will open the selected Dashboard in edit mode with title Edit Dashboard.
   Update the required details and click Save.