Widgets 101

Dashboard widgets are an excellent way to show key information to your users (or yourself!) immediately upon logging in to the system. They can include charts, reports, saved search results, and even numeric values, among other things. Best of all, they can be tailored for specific teams. The sales team may want to see a chart of sales leads and who they are assigned to, while accounting may be more interested in seeing a table of contracts that are nearing expiration. With widgets everyone can see the information that is more important to their role in the system! Click here to read more about widget types and how to add them to your user experience.

1 Like