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Dashboards and Dashlets

Overview

Sugar dashlets allow users to build specific data, insights, and useful visualizations into their Sugar views. Dashlets live within dashboards which are available on the Home page as well as on list view and record view intelligence panes. 

Most modules and views include out-of-the-box default dashboards which include some commonly used dashlets. Sugar admin users may modify these stock, default dashboards or create additional dashboards to push to teams of users. Users can also create additional dashboards or pull shared dashboards onto their view from the Dashboards module and even create duplicates of existing dashboards to customize for their own use. If more than one dashboard is available for a particular view, users may switch between them using the view's dashboard selection list.

Understanding Dashboards

The following sections explain the various methods of accessing and working with dashboards as well as provide an overview of the factors involved in sharing common dashboards between users.

Dashboards in Views vs the Dashboards Module

Users can access dashboards in two ways, with each way offering different functionality. Every-day use of dashboards occurs in the Home page as well as list view and record view intelligence panes on Sidecar modules. Accessing dashboards in these locations includes their dashboards and will be referred to "dashboards in views". The Dashboards in Views section of this page details the actions you can take when using dashboards in views. 

Certain actions are not available with accessing dashboards in views, particularly actions associated with sharing dashboards with other teams and making dashboards visible in views. These tasks are accomplished in the Dashboards module which includes a Dashboards list view and record view. The Dashboards list view can be accessed when viewing any dashboard in a view by selecting "Manage Dashboards" from the dashboard selection list. Viewing a dashboard in the Dashboards module does not display its dashlets or provide many of the actions available when using them in views. The Managing Dashboards section of this page details the actions you can take when accessing the Dashboards module.

Shared Dashboards

Several dashboard fields control whether a dashboard is available in a user's Dashboards module and whether it appears on the user's views.
Note: When a shared dashboard is modified, other users will see the effects of the changes after refreshing their view or switching away and to the affected dashboard from another.

Teams Access

The Teams field controls whether or not a dashboard is available in a user's Dashboards module. Dashboards follow the same teams permissions rules as any other Sugar module. When a user first creates a dashboard, the Teams field is automatically set to only his or her private team, which typically makes it visible to that user and the user's management chain. This because private teams, by default, only include the individual user, and Sugar recommends not adding other users to any private team. Each user's management chain inherently belongs each of the user's teams. For more information, please refer to the Private Teams and Team Membership Types sections of the Team Management documentation.

The Teams field can be modified to allow other users to see it in their Dashboards module. Refer to the Sharing Dashboards With Teams section below for more information. Once other users have teams access, the Favorite and Default Dashboard fields determine whether the dashboard appears for use in their views, as described in the next section.

Note: Admin users have access to all Sugar records, regardless of team membership. No dashboards will be hidden from admin users in their Dashboards module.  

Favorites and Default Dashboards

Two dashboard fields factor into whether a dashboard to which a user has team access actually appears in that user's view: the Favorites designation and the Default Dashboards field.

The Default Dashboards field can only be edited by admin users. When it is checked, the dashboard will appear on the views of every user that has teams access. This effectively pushes the dashboard to users without their involvement. For more information, refer to the Pushing Dashboards to Teams section below.

When the Default Dashboards field is unchecked, a dashboard will only appear on a user's views when the user has marked it as a favorite. Dashboards can be favorited via the Dashboards list view or record view. To remove a dashboard from the view, users can simply unmark the Favorites designation, either from the dashboard itself or from the Dashboards module. For more information, refer to the Pulling Dashboards to Your Views section below.

Personalizing Shared Dashboards

As an alternative to using a shared dashboard as-is, users can duplicate any dashboard which appears in their views. This has two main benefits. First, it allows them to use the shared dashboard as a starting point for personalizing the dashlets to suit their particular needs. Second, duplication is often necessary when the shared dashboard includes a List View dashlet. The List View dashlet displays a filtered list of records and includes a default filter when it is first created. If a different filter has been applied and its containing dashboard is shared amongst several users, the dashlet will not return results. In this case, the user should duplicate the shared dashboard, rename the dashboard, and edit the List View dashlet to build their own filter. For more information, refer to the Duplicating Dashboards section.

Out-of-the-Box Default Dashboards

Many modules include prebuilt dashboards that come out-of-the-box with Sugar. Admin users have the ability to modify or remove these dashboards. By default, these dashboards have the following attributes:

  • Name : Following the format <Module> <View> (e.g. "Accounts List")
  • Assigned To : Assigned to the primary admin user (ID = 1)
  • Teams : Global
  • Default Dashboard : Checked 

It is important that admin users not treat these default dashboards like personal dashboards. So long as the Default Dashboard field remains checked, any changes made to the dashboards will be pushed to all users belonging to the associated team(s). Since the Global team is automatically selected, changes would affect all users. If an admin users wishes to modify the default dashboards for personal use, they should duplicate the dashboards, then make changes to the new copy which will be assigned to their private team and not have the Default Dashboard box checked. For more information, refer to the Personalizing Shared Dashboards section. Alternatively, admins can always create new dashboards from scratch for their personal use. 

Using Dashboards and Dashlets

Dashboards with their dashlets are available on the list view and record view of Sidecar modules. For example, to access the Accounts record view dashboards, click the Accounts tab in Sugar's header. Then, click one of the account names that appears to open its record view. Ensure the intelligence pane is expanded by clicking the arrow icon at the top right of the list view. For more information about intelligence panes, refer to the User Interface page. 
RecordViewDashboard

Dashboards are also available on the Home page which can be accessed by clicking the Cube icon at the top left of any Sugar page. For more information about the Home module, refer to the Home documentation.
Home From UI

Both locations will remember which dashboard you last accessed in each view and open it automatically when you return.

Dashboard records are also visible in the Dashboards module which can be accessed by selecting "Manage Dashboards" from any view's dashboard selection list. The Dashboards list view and record view offers fields and functionality not available when viewing dashboards in intelligence panes and the Home page. However, the dashboard's layout and dashlets are not visible via the Dashboards module. For more information, refer to the Managing Dashboards section.

Creating Dashboards

Create a new dashboard and build out its dashlets. New dashboards are automatically assigned to the creating user and their private team.

Users can create dashboards in list view and record view intelligence panes as well as on the Home page. By default, new dashboards will be assigned to the creating user with the Teams field set to the creating user's private team. The dashboard will also be automatically designated as a favorite so that it appears on the user's view after being created. To make the dashboard available for other users, additional teams can be added to the Teams field via the Dashboards module. Click "Manage Dashboards" from any dashboard selection list to access the Dashboards list view. Admin users also have the ability to check the Default Dashboards field to push the dashboard onto the views for all members of the associated teams.

The following steps cover creating a new dashboard called "My Favorites Dashboard" in the Accounts list view intelligence pane as an example:

  1. Click the Create button on the upper right of the intelligence pane.
    Create Dashboard
  2. Enter in the name for the new dashboard (e.g. My Favorites Dashboard).
  3. Add any desired dashlets by adding rows along with the number of columns to display the dashlet(s). For more information on adding dashlets, please refer to the Adding Dashlets section.
    Create_New_Dashboard
  4. Click "Save" to finalize the new dashboard.

Duplicating Dashboards

Duplicating a dashboard will create a copy of the original with the following attributes:

  • Name : Copy of <Original Name> (e.g. "Copy of Accounts List")
  • Assigned To : The user who performed the duplication 
  • Teams : The private team of the user who performed the duplication
  • Default Dashboard : Unchecked

Duplication is recommended when a you wish to personalize a shared dashboard. By making your changes to your own, private copy, the original dashboard will not be affected for other users. Additionally, dashboards can only be edited by their Assigned To user and admin users. Creating a copy of a shared dashboards owned by another user allows you to optimize the dashboard for your purposes. In some cases, duplicating a shared dashboard may be required for its list view dashlets to work properly. For more information, refer to the Personalizing Shared Dashboards section.

To create a copy of a dashboard, simply select the Duplicate option from the dashboard's actions menu.
Duplicate

Editing Dashboards

Editing dashboards from an intelligence pane or the Home page allows you to customize it to suit your business needs. To enter edit mode, simply select "Edit" from the dashboard's actions menu.
Edit Dashboard Views

From edit mode, you can rename the dashboard, delete the dashboard, add dashlet rows and dashlets, as well as rearrange and delete dashlet rows. For more information, refer to the Deleting Dashboards, Adding Dashlets, Rearranging Dashlets, and Deleting Dashlets sections.
Editing Dashboard

Dashboards can also be renamed via the Dashboards module by modifying the Name field. For Home dashboards, users can also change the number of columns

Note: A dashboard may only be edited by its Assigned To user and system admin users. Any change to a shared dashboard will update the dashboard for all users.

Switching Between Dashboards

Select a dashboard from the dashboard selection list to switch which dashboard is displayed.

Between default dashboards, shared dashboards, and personal dashboards, users may have multiple dashboards active for a single Sugar view (e.g. Accounts list view). The dashboards selection list contains all of the user's active and default dashboards for the particular view and allows for switching between the dashboards. In order for a dashboard to appear in a view's dashboard selection list, the following criteria must be true:

  • The dashboard's Module and View fields matches the user's current module and view (e.g. Accounts list view). Each dashboard is only visible in the module and view where it was originally created.
  • The user belongs to one or more of the teams selected in the dashboard's Teams field.
  • The user has selected the dashboard as a favorite OR the dashboard's Default Dashboard field is checked. Dashboards an admin has marked as default will appear in your views regardless of being a favorite or not.

On a record view or list view intelligence pane, click the arrow next to the current dashboard's name to view and select from the list of available dashboards. 
Switch Dashboard

On the Home page, click the arrow next to the Cube icon to view and select from the list of available dashboards.
Switch Dashboard Home

Deleting Dashboards

When a dashboard is no longer useful, it can be deleted by the Assigned To user or an admin user. Deleting a dashboard will make it unavailable for any other users with whom it is shared.

Note: If a shared dashboard is no longer needed by its owner or the dashboard owner will no longer be using Sugar, the dashboard can be reassigned, either by editing the Assigned To field via the Dashboards module or using the Reassign Records function in Admin > User Management.

Use the following steps to delete a dashboard from a list view or record view intelligence pane or from the Home page:

  1. Click the triangle next to the Create button then select "Edit".
    Edit Views
  2. Click the Delete button on the upper right of the dashboard and click "Confirm" to finalize the deletion.
    delete views

Dashboards can also be deleted via the Dashboards module from both list view and record view.

Removing Dashboards From Views

If a user no longer wishes to use a dashboard, they can unmark the Favorites designation by clicking the Star icon. For more information on how the Favorites designation factors into which dashboards are available in your views, refer to the Pulling Dashboards to Views section. Please note that dashboards an admin user has designated as defaults by checking the Default Dashboard box will remain available for use in your dashboard selection list regardless of whether or not you have favorited the dashboard.
Unfavorite

The Favorite designation is also available to edit via the Dashboards module

Adding Dashlets

Users can add dashlets to existing or new dashboards to suit their business needs. Adding dashlets can be done when the dashboard is in edit mode either during dashboard creation or when editing an existing dashboard

Note: A dashboard and its dashlets may only be edited by the dashboard's Assigned To user and system admin users. Any change to a shared dashboard will update the dashboard for all users.

With your new dashboard in edit mode, use the following steps to add a new dashlet in the Accounts list view intelligence pane as an example:

  1. Click "+ 1 column" in the Add a Row box.
    Note: Dashboards on the Home page may offer 1 to 3 columns depending on the selected layout.
    DashboardsDashlets AddDashlet AddRow
  2. Click the Add a Sugar Dashlet® box that appears.
    DashboardsDashlets AddASugarDashlet
  3. Click the title (e.g. List View) corresponding to the desired dashlet in the Add a Sugar Dashlet® page.
    DashboardsDashlets AddASugarDashlet ListView
  4. Configure the dashlet as desired then click "Save".
    DashboardsDashlets AddASugarDashlet Edit AccountsListView
  5. The dashlet will now appear in your dashboard. Click "Save" at the top right of the dashboard to preserve your changes.
    DashboardsDashlets AddASugarDashlet MyFavoriteAccounts

Rearranging Dashlets

Users have the option to arrange the dashlets within a dashboard to match their viewing preferences. You can easily swap two dashlets by dragging and dropping the dashlets in their desired locations. Simply click and drag a dashlet's menu bar to relocate it.
Rearrange_Dashlets1

You can also edit the dashboard to rearrange the dashlets. In edit mode, each dashboard row displays an Up and Down arrow icon on the upper right.. Users can click the icon then drag the entire row up and down within the dashboard.
Rearrange_Dashlet_UpDownArrow1

Note: A dashboard and its dashlets may only be edited by the dashboard's Assigned To user and system admin users. Any change to a shared dashboard will update the dashboard for all users.

Editing Dashlets

Dashlets can easily be configured to display specific information users want to view. Simply click the Gear icon at the top of the dashlet menu bar then select "Edit", which will display configuration options specific to the dashlet. Make the necessary changes using the available edit options then click "Save" to preserve the change. For more information about specific dashlets and how to configure them, refer to the Commonly Used Dashlets section.
Dashlet_GearIcon1

Note: A dashboard and its dashlets may only be edited by the dashboard's Assigned To user and system admin users. Any change to a shared dashboard will update the dashboard for all users.

Deleting Dashlets

Users can delete dashlets they no longer wish to view on their dashboards by clicking the Gear icon at the top left of the dashlet then selecting "Remove". Prior to deleting a dashboard, consider if other users have access to it and consider instead reassigning the dashboard then un-favoriting it to remove it from your own views. For more information, refer to the Reassigning Dashboards and Removing Dashboards From Views sections.
DeletingDashlet_Remove

Users can also delete dashlet rows which may contain multiple dashlets for Home page dashboards. While editing the dashboard, click the dashlet row's Gear icon and select "Remove". 

DeleteDashboardRow_Remove1

Note: A dashboard may only be edited by its Assigned To user and system admin users. Any change to a shared dashboard will update the dashboard for all users.

Collapsing and Expanding Dashlets

Users can collapse or expand individual dashlets by clicking the Up or Down arrow on the upper right of the dashlet. Sugar will remember the state of your dashlets the next time you return to the view. For dashboards on intelligence panes, users can also collapse or expand all dashlets on the dashboard by clicking the triangle next on the upper right and selecting "Close All" or "Open All".
ConfigureDashlet OpenClose 7.7

Refreshing Dashlets

When users first navigate to a page in Sugar or refresh the browser window, the page's dashlet all retrieve fresh information. To update dashlet data inbetween page loads, the dashlets themselves must be refreshed. Dashlet refreshes can be performed manually or automatically.

Users can manually refresh a dashlet by clicking the Gear icon at the top of the dashlet menu bar then selecting "Refresh". 
RefreshDashlet_ManualRefresh

Users can schedule the dashlet to automatically refresh using the Auto-Refresh option. Click the Gear icon at the top of the dashlet menu bar then select "Edit". This will display the Configuration Options page where you can select how often the dashlet should automatically retrieve fresh information.
RefreshDashlet_AutoRefresh

Managing Dashboards

The Dashboards module consists of dashboard records visible in the Dashboards list view and Dashboards record view. Please note that when viewing dashboards in list view and record view, its dashlets are not visible. Rather, the Dashboards module allows users to share their dashboards with teams of users, pull dashboards to their own views, and reassign dashboards. Admin users are also able to push dashboards to the views of teams of users.

The Dashboards module can be accessed from any record view or list view intelligence pane or from the Home module. Simply select "Manage Dashboards" from the view's dashboard selection list.

From record view and list view intelligence panes, click the triangle next to the dashboard's name and select "Manage Dashboards".
Manage Dashboards

From the Home page, click the triangle next to the Home module tab (Sugar cube icon) and select "Manage Dashboards".
Manage Home

Doing so will open the Dashboards module in list view. The list view will automatically be filtered by the module and view you navigated from so that you can quickly locate dashboards available in that view. To locate other dashboards, simply modify or remote the filters. For more information about filtering list views, refer to the User Interface documentation.

Note: If you do not see the desired dashboard in your Dashboards list view or receive a permissions error when attempting to navigate directly to its record view, you may not belong to one of its designated teams. The dashboard's owner or an admin user will need to update the dashboard's Teams field to grant you access. For more information, refer to the Team Management documentation in the Administration Guide. If the Teams field includes a team to which you belong, confirm that the dashboard's Module and View field match the module and view (e.g. Accounts record view) where you would like it to appear. Each dashboard can only be applied to the module and view where they were originally created. For more information, refer to the Shared Dashboards section above.

Dashboard Module Fields

The Dashboards module includes the following fields: 

Field Description
Assigned To The Sugar user assigned to the dashboard
Date Created The date the dashboard record was created
Date Modified The date the dashboard record was last modified
Default Dashboard Specifies that the dashboard will appear in the specified module and view for all users belonging to the teams selected in the Teams field
Note: Only admin users can check or modify the Default Dashboard checkbox.
Module The module (e.g. Accounts, Opportunities, Home, etc.) where the dashboard appears
Note: This field is read-only for all users.  Dashboards cannot be moved from one module to another.
Name The name of the dashboard which is displayed in the dashboard selection list
Teams The teams who's members have access to the dashboard in the Dashboards module
View The view (e.g. "List" for list view and "Record" for record view) where the dashboard appears
Note: This field is read-only for all users. Dashboards cannot be moved from one view to another.

Working With the Dashboards Module

The following links will open specific sections of the User Interface documentation where you can read about views and actions that are common across most Sidecar modules. The sections following this Working With Dashboards section describe Dashboards-specific behaviors and functionality.

Content Link Description
Viewing Dashboards
    Viewing via List View
    Viewing via Record View

The Viewing Records section describes the various methods of viewing dashboard records, including via the Dashboards list view and record view.

Note: The Dashboards list view and record view includes information about the dashboard but does not display the dashboard's dashlets. Dashboards including their dashlets are visible in intelligence panes and the Home page as described in the Dashboards in Views section. 

Searching for Dashboards
    List View Search
      Creating a Filter
      Saving a Filter
The Searching for Records section provides an introduction to list view search, which searches and filters within the Dashboards module.
Dashboards List View    
    Total Record Count
    List View Search
    Checkbox Selection
    Mass Actions Menu
    Favorite Designation
    Column Reordering
    Column Resizing
    Column Sorting
    Column Selection
    Record Actions Menu
    More Dashboards

The List View section walks through the many elements of the Dashboards List View layout which contains a filterable list of all dashboard records in Sugar.

Note: A user can only access a dashboard's record actions menu in list view when they are the assigned user or an admin user.

Dashboards Record View
    Favorite Designation
    Next or Previous Record
    Show More

The Record View section walks through the many elements of the Dashboards Record View layout which contains detailed information about a single dashboard record.

Note: The Dashboards list view and record view includes information about the dashboard but does not display the dashboard's dashlets. Dashboards including their dashlets are visible in intelligence panes and the Home page as described in the Dashboards in Views section. 

Editing Dashboards
    Editing Inline via Record View
    Editing via Record View
    Editing Inline via List View
    Mass Editing via List View
    Editing Fields

The Editing Records section describes the various methods of editing existing dashboard records, including inline via the Dashboards record view, in full edit mode on the record view, inline via the Dashboards list view, and via the Mass Update option on the list view. The Editing Fields section provides instructions for modifying the different field types available in Sugar records.

 

Deleting Dashboards
    Deleting via Record View
    Deleting via List View
    Mass Deleting via List View

The Deleting Records section describes the various methods of deleting unwanted dashboards, including via the Dashboards record view, an individual record's Actions menu on the Dashboards list view, and the Mass Actions menu on the list view.

Dashboards can also be deleted when viewing them in your intelligence pane or Home page as described in the Deleting Dashboards section below.

Favoriting Dashboards
    Favoriting via List View
    Favoriting via Record View

The Favoriting Records section describes the various methods of marking dashboards as favorites, including via the Dashboards list view and record view.

Marking a non-default dashboard as a favorite makes it available for the user in the specified module and view. For more information, refer to the Pulling Dashboards to Your Views section. Once on a view, dashboards can be de-favorited as described in the Removing Dashboards From Views section.

Sharing Dashboards With Teams

When a dashboard is first created, it is automatically assigned to the creating user and his or her private team. In order to make the dashboard available for others to use, the Teams field must first be updated to grant those users access. Refer to the Teams Access section for more information.

Additional teams can be added to a dashboard's Teams field by editing the record. Only the assigned to user and admin users can edit dashboard records, including the Teams field.
Add Team

Once a dashboard has been shared with multiple users via the Teams field, those users can then favorite the dashboard to make it visible in their own views. They can then favorite the dashboard to make it visible in their views. Alternatively, an admin user can check the Default Dashboard field to push the dashboard to the user's views automatically. Refer to the Pulling Dashboards to Your Views and Pushing Dashboards to Teams sections for more information.

Pulling Dashboards to Your Views

When a user wishes to use a dashboard which is available in their Dashboards module but does not appear in the relevant view's dashboard selection list, they can designate the dashboard as a favorite in order to pull it onto the view. Dashboards a user has marked as favorites will appear for use in the relevant view as prescribed by the dashboard's Module and View fields (e.g. Accounts list view).

  1. Navigate to the module and view where you would like to see the shared dashboard.
  2. Select the Manage Dashboards option.
  3. Locate the dashboard you wish to use.
  4. Mark the dashboard as a favorite by clicking the star icon in the list view or record view.
    Favorite ListView
  5. Return to the module and view to confirm that the dashboard is now available for selection.

Once a dashboard is a favorite and is available for use, it can be un-marked as a favorite from the Dashboards module or directly from the relevant view in order to remove it from that view's dashboard selection list. Dashboards an admin has marked as default will appear in your views regardless of being a favorite or not, as described in the Pushing Dashboards to Teams section.
Unfavorite

Pushing Dashboards to Teams

Sugar admin users have the ability to push dashboards to the views for teams of users. This is a two-step process that involves first sharing the dashboard with the desired user's teams, then checking the Default Dashboard field. For more information on how the Teams field plays a roll, refer to the Sharing Dashboards With Teams section. When the Default Dashboard field is checked, the dashboard will appear on the named module and view's dashboard selection list for every user that has teams access. This effectively pushes the dashboard to users without their involvement. Default dashboards have a check mark on the standard dashboard icon when viewing them in the selection list on views.
Default Designation

A dashboard can be pushed to its associated teams by updating the Default Dashboard checkbox when editing the record. Only admin users can edit the Default Dashboard field.
Default Checked

Sugar includes out-of-the-box default dashboards which automatically have "Default Dashboard" checked. Refer to the Out-of-the-Box Default Dashboards section for more information.

Reassigning Dashboards

There are several situations in which you may need to reassign a dashboard record to a different user. Only the Assigned To user and system admin users are able to edit dashboards. Therefore, reassigning the dashboard record will allow a different user to make changes to it. Additionally, because dashboards may be shared amongst multiple users, care needs to be taken before deleting a dashboard or removing a user account's record to Sugar. In both cases, the dashboard should be reassigned to prevent other users losing access unintentionally.

A dashboard can be reassigned by updating the Assigned To field when editing the record. Only the assigned to user and admin users can edit dashboard records, including the Assigned To field.
Reassign

When the dashboard is reassigned, the following changes will automatically be made:

  • The previous Assigned to user loses the ability to edit the dashboard.
  • If the new Assigned to user is not a member of any team in the Teams field, their private team is automatically appended to the Teams field. 
  • If the previous Assigned to user's private team is selected in the Teams field, it will remain selected so that they continue to have access to the dashboard.

All of a user's assigned dashboards can be reassigned at once using the Reassign Records field available in the User Management section of the Admin panel. This is especially useful to preserve others' access to a dashboard when a user account is being deactivated. For more information, refer to the User Management documentation in the Administration Guide.

Commonly Used Dashlets

The following sections cover many commonly used dashlets which may appear on your default dashboards or can be added to your dashboards. Please note that the dashlets available to view and add will vary between the modules in Sugar.

List View Dashlet

The List View dashlet enables users to view a filtered list of records belonging to a specific module (e.g. Accounts, Contacts, Leads, etc.). When configuring the dashlet, simply select the primary module (e.g. Accounts, Contacts, Leads, etc.) you wish to view a list of records for along with the filters (e.g. columns, display rows, etc.) you wish to apply. Please note that the dashlet title (e.g. My Accounts, My Contacts, etc.) will vary based on the primary module selected when adding the dashlet. Certain modules (Accounts, Contacts, Leads, etc.) in Sugar display the List View dashlet by default in their list view's intelligence pane. For example, if you navigate to the Contacts list view, the My Accounts dashlet will appear in the intelligence pane dashboard.

Once added, you can configure the dashlet as necessary by clicking the Gear icon on the upper right if you wish to change the designated module for the dashlet, apply pre-defined or custom filters, etc. Please note that any changes made by the administrator to the List View layout in Studio affects the list of available fields in the module's list view dashlet layout. The deployed changes will not display automatically in the corresponding module dashlet and users will need to edit the dashlet in order to view the changes in the Columns field , add new fields to the layout, etc. For more information on editing the List View layout in Studio, please refer to the Studio documentation in the Administration Guide.

The following are the most common options available when filtering and configuring the list view dashlet:

  • Title : Change the displayed name of the dashlet.
  • Module : Change the module which the dashlet is displaying records from by selecting a different module from the list.
  • Columns : Choose the field columns you wish to display on the dashlet. To remove a field column, simply click the "x" to the right of the field name.
    • Note: The field columns available to add to the dashlet are based on the specified fields in the List View layout in Studio. Any changes made to the List View layout in Studio will be reflected in the Columns field. For more information on configuring the List View layout, please refer to the Studio documentation in the Administration Guide.
  • Display Rows : Specify how many rows or results this dashlet will display at once. Please note that the maximum is twenty rows.
  • Auto Refresh : Choose a time frame to have the dashlet query automatically refresh.
  • Filter : Click the Filter option to select a pre-defined filter or create a new filter to be applied to the List View dashlet.
    • Note: The My  filter (e.g. My Accounts) is selected by default.

IntelligencePane_ListViewDashlet_ConfigurationOptions2

Creating a Filter

The Filters section of the Configuration Options page allow you to filter your dashlet based on pre-defined filters (e.g. My Favorites, Recently Created, etc.) as well as create custom filters. For example, if you select "My Contacts" in the Filter options, the List View dashlet will only display contact records that are assigned to you. To see all records to which you have access, simply select the All option in the filter.

The following Filter options are available to filter the List View dashlet:

  • Create : Create a new custom filter which you can use to filter the List View dashlet
  • All "Module" : Select this filter to display all records in the module to which you have access
  • My "Module" : Select this filter to only display records assigned to you
  • My Favorites : Select this filter to only display records you have marked as favorites
  • Recently Created : Select this filter to only display records you created in the module within the last 7 days
  • Recently Viewed : Select this filter to only display records you have viewed in the module within the last 7 day

IntelligencePane_ConfigurationOptions_FilterOptions1

Users can also create new filters via the Create option in the Filter list. This allows users to add custom, complex filter options when filtering the List View dashlet. You have the option to add multiple fields to your new filter by clicking the Plus button to the right of the filter selection dropdown lists. Please note that each one of the filter's criteria need to be true for a record in order for it to appear in the List View dashlet. The fields available to filter the dashlet are based on specified fields in the Search layout in Studio. Any changes made to the Search layout in Studio will be reflected in the filter's field dropdown list. For more information on configuring the Search layout, please refer to the Studio documentation in the Administration Guide.

The following steps cover creating a new filter for contacts assigned to Will Westin as an example:

  1. Click the Filter option on the Configuration Options page then select "Create".
  2. Select the field (e.g. Assigned to) you wish to add to your filter as well as the condition (e.g. is) and matching criteria (e.g. Will Westin).
    • Note: Only fields you have view access for will be available to add in the Filter list.
  3. To add additional fields to the new filter, click the Plus button to the right of the filter.
    • To remove fields from the new filter, click the Minus button to the right of the filter.
    • To clear any filter values (e.g. Will Westin), simply click the "x" to the right of the value.
    IntelligencePane_ListViewDashlet_CreateFilter
  4. Enter in a name for the new filter (e.g. "Contacts assigned to Will Westin").

  5. Click "Save" to add this filter to the dashlet list view's Filter options.
    IntelligencePane_ListViewDashlet_FilterSave

The custom filter will automatically be applied to the dashlet upon save and all records meeting the filter criteria will display. Please note that you can edit the custom filters at any time by selecting the filter (e.g. Contacts assigned to Will Westin) from the Configuration Options page, then clicking the name that appears to the right of the Filter option. Simply make the necessary changes to the custom filter then click "Save" to preserve and apply the changes to the dashlet.
Dashlet_CustomFilter_Edit

When viewing the List View dashlet, the first set of records meeting the filter criteria will be displayed, and you can click the More link (e.g. More accounts) at the bottom of the dashlet to display additional records. The number of records that load each time you click the link depends on the display row number (5, 10, 15, 20) selected in the Configuration Options page . Simply scroll down the dashlet list view to view all records that are loaded. Please note that dashlets set to display 5 rows will show the dashlet's height increasing slightly when initially clicking the More "Module" link to display more records at once. Any subsequent clicks on the link will load the next set of results and be viewable by scrolling. The More link will no longer appear once all records meeting the dashlet's filter criteria are loaded in the dashlet list view results.

Steps to Edit a Dashlet

Every user can configure their dashlet(s) to only display information they wish to view via the display options and filters available in the Configuration Options page.

The following steps cover updating the title, display rows, columns, and only my favorites filter for the My Accounts dashlet as an example:

  1. Click the Gear icon at the top of the My Accounts dashlet menu bar then select "Edit".
    Dashlet_GearIcon_Edit
  2. Change the "Title" (e.g. My Favorite Accounts) and the display rows from 5 to 10.
    ConfigureDashlet_TitleAndDisplayRows1
  3. Click the "x" next to "Billing Country" to remove the field from the display column.
    • To add columns, simply click your mouse in the Columns field then select from the list of available fields that appear below the dropdown list.
    ConfigureDashlet_DisplayColumn1
  4. Select "Yes" in the Only My Favorites dropdown list.
    ConfigureDashlet_OnlyMyItems1
  5. Once the update is complete, click "Save" and the dashlet will reflect the changes made.
    • Click "Save" on the dashboards edit layout to apply the changes to your final dashlet view.
    ConfigureDashlet_Final1

Multiple List View dashlets can be added to the intelligence pane as well if you wish to view the list of records for various modules. For more information on adding dashlets, please refer to the Adding Dashlets section. You can also refresh and remove the dashlet by clicking the Gear icon. To collapse the dashlet, simply click the Up arrow to the left of the Gear icon.
IntelligencePane_AccountsListView_Dashlet

Active Tasks Dashlet

The Active Tasks dashlet allows users to view outstanding tasks that require attention and need to be completed on a future or current date. The dashlet is broken up into three tabs, "Due Now", "Upcoming", and "To Do", and displays a number on each tab to indicate the count of open tasks falling into each due date range. To view tasks that are due on the current date, simply click the Due Now tab and any tasks that are currently due will be listed. Please note that any open tasks where the due date is prior to the current date will also display under this tab with an Overdue status in red. The Upcoming tab displays all tasks that have a due date in the future. The To Do tab will display tasks that have no due date set. If a task only has a start date defined but no due date, then it will appear under the To Do tab. You can also close tasks as completed directly from the dashlet by clicking the Completed button to the right of the task's row. In addition, you can delete the task's relationship with the record by clicking the Unlink button to the right of the Completed button. 
ActiveTasks Dashlet

To access a task's record view, simply click the task's subject in the dashlet. There are two buttons on the upper right of the dashlet which allow you to toggle between viewing tasks assigned to you and tasks assigned to users on your team. You can click the one person button to quickly view task records for which you are the owner. To view task records for all users on your team, simply click the group button to the right of the one person button. You can also relate new tasks to the record by clicking the Plus icon on the upper right of the dashlet and selecting "Create Task". Complete the Tasks record view layout and save to create the new task. The Gear icon to the right of the Plus icon allows you to edit, refresh, close, and remove the dashlet. To collapse the dashlet, click the Gear icon then select the Close option. To expand the dashlet, simply click the Gear icon again and select "Open". 

Inactive Tasks Dashlet

The Inactive Tasks dashlet allows users to view tasks that are on-hold or have already been completed. The dashlet is broken up into two tabs, "Deferred", "Completed", and displays a number on each tab to indicate the count of tasks falling into each status. You can delete the task's relationship with the record by clicking the Unlink button on the task's row. 
InactiveTasksDashlet

To access a task's record view, simply click the task's subject in the dashlet. There are two buttons on the upper right of the dashlet which allow you to toggle between viewing tasks assigned to you and tasks assigned to users on your team. You can click the one person button to quickly view task records for which you are the owner. To view task records for all users on your team, simply click the group button to the right of the one person button. You can also relate new tasks to the record by clicking the Plus icon on the upper right of the dashlet and selecting "Create Task". Complete the Tasks record view layout and save to create the new task. The Gear icon to the right of the Plus icon allows you to edit, refresh, close, and remove the dashlet. To collapse the dashlet, click the Gear icon then select the Close option. To expand the dashlet, simply click the Gear icon again and select "Open". 

History Dashlet

The History dashlet allows users to view a history of the record's related activities (e.g. calls, meetings, emails) that have already taken place. The activity types are broken up into three tabs (Meetings, Emails, Calls) and displays a number on each tab to indicate the relevant count of historical activity records. You can also filter (Last 7 Days, Last 30 Days, Last Quarter) the History dashlet to only display a specific subset of the activities meeting the set time frame.

Clicking the Plus icon on the upper right of the dashlet displays the Archive Email option which allows users to manually enter received emails for historical purposes. An explicit relationship is formed between an archived email and the current record while implicit relationships are also created to other records based any email addresses entered in the email. Simply enter in the required information (e.g. Date Sent, From, Subject) along with the email body in the Compose Email window, then click "Archive" to save the email record. Please note that the archived email will display in the record's Emails subpanel as well as in the History dashlet. The Gear icon to the right of the Plus icon allows you to edit, refresh, close, and remove the dashlet accordingly. To collapse the dashlet, click the Gear icon then select the Close option. To expand the dashlet, you can simply click the Gear icon again and select "Open".
History_Dashlet2

In addition there are two buttons on the upper right of the dashlet which allow you to toggle between viewing the record's activities assigned to you and activities assigned to users in other teams. You can click the one person button to quickly view the record's calls, meetings, and emails for which you are the owner. To view the record's activities for all users on your team, simply click the multi-group button to the right of the one person button.
HistoryDashlet_ToggleView3

Planned Activities Dashlet

The Planned Activities dashlet provides users with a list of open or upcoming calls and meetings that are related to the current record you are viewing. The activity types are broken up into two tabs (Meeting, Call) and displays a number on each tab to indicate the relevant count of planned activity records. You can filter the dashlet to view either the current day's scheduled activities or upcoming activities in the future by toggling between the Today or Future button. Please note that any open activities where the start date is prior to the current date will display an Overdue status for the specific activity in the dashlet. Once the activities have taken place or are completed, they will appear within the History dashlet.

In addition there are two buttons to the right which allow you to toggle between viewing the record's scheduled activities assigned to you and activities assigned to users in other teams. Please note that you can use both sets of buttons (Today, Future, one person, multi-group) concurrently to further filter and view the information you need. For example, you can click the one person button plus the Future button if you wish to view all upcoming activities specifically assigned to you for the current record.

To create a new meeting or call, simply click the Plus icon on the upper right of the dashlet and select either "Schedule Meeting" or "Log Call". Once the Meeting or Call record view layout opens, enter the necessary information and click "Save" to create the activity. For more information on creating calls and meetings in Sugar, please refer to the Creating Records section of the User Interface documentation.

The Gear icon on the upper right of the dashlet allows you to edit, refresh, close, and remove the dashlet accordingly. To collapse the dashlet, click the Gear icon then select the Close option. To open up the dashlet, you can simply click the Gear icon again then select "Open".
PlannedActivities_Dashlet

Notes & Attachments Dashlet

The Notes & Attachments dashlet allows users to relate an existing note as well as a new note record to the module record. To create a new note, click the Plus icon on the upper right of the Notes & Attachments dashlet then select "Create Related Record". Once the Notes record view layout opens, enter the necessary information then click "Save". For more information on creating notes, please refer to the Creating Records section of the User Interface documentation. To relate an existing note, click the Plus icon then select "Link Existing Record". The Search and Select Notes page will open allowing you to select the note record you wish to relate to the module record.

To delete the record's relationship to a note record, click the Unlink button to the right of the attached note post. Please note that this removes the relationship, but does not delete the record itself.

The Gear icon on the upper right of the dashlet allows you to edit, refresh, close, and remove the dashlet accordingly. To collapse the dashlet, click the Gear icon then select the Close option. To open up the dashlet, you can simply click the Gear icon again then select "Open".
Notes_Attachments_Dashlet

My Activity Stream Dashlet

The My Activity Stream dashlet displays the user's main Activity Stream within a dashboard, eliminating the need to navigate to the Activity Streams view to monitor the most recent stream activities. Like other Activity Stream views, the dashlet supports inline commenting on specific stream activities, but it does not allow record previews. For more information on Activity Streams, please refer to the Activity Streams documentation.

The Gear icon on the upper right of the dashlet allows you to edit, refresh, and remove the dashlet accordingly. To collapse the dashlet, click the Up arrow to the left of the Gear icon. To open up the dashlet, you can simply click the arrow again.
my-activity-stream-edit

When added to an Intelligence Pane, the My Activity Stream dashlet will display stream items in context to the data within the main container of the page. For example, if you add the dashlet to a dashboard on the main Accounts module page, the main container of the page contains the Accounts list view. Therefore, the My Activity Stream dashlet will restrict activity stream items to only those activities related to the Accounts module. Similarly, if the dashlet is added to the Opportunity module's Intelligence Pane, the My Activity Stream dashlet will restrict activity stream items to only those activities related to the Opportunities module. If the My Activity Stream dashlet is added to any record view's Intelligence Pane dashboard, the dashlet will restrict activity stream items to only those activities related to the record displayed in the main container on the page.

To filter the My Activity Stream dashlet, edit the dashlet and click once on the Filter button. Choose any of the pre-defined Activity Stream filters, such as "Messages for Post", which will restrict the stream to only items that were posted by users, and then click "Save". For more information on Activity Stream filters, please refer to the Activity Streams documentation.
Stream-Filters

It is good practice to also rename an edited dashlet accordingly so that it is clear that this dashlet is displaying a filtered view. To change the dashlet's title, edit the dashlet, type a new name into the text box that contains the words "My Activity Stream", and then click "Save". 
Filtered-Stream-for-Post

To add a comment or reply to the Activity Stream via the My Activity Stream dashlet, click on the Comment button next to the relevant stream entry, type your reply, and then press the Reply button. For more information about interacting with Activity Streams, please refer to the Activity Streams documentation.
Stream-Reply

Opportunity Metrics Dashlet

The Opportunity Metrics dashlet appears in the intelligence pane of the Accounts record view. It provides information regarding opportunities associated to the account that are won, lost, and active along with the relevant dollar amounts. The donut chart within the dashlet shows the breakdown of the opportunities by status and displays the total count of opportunities associated to the current record you are viewing. The chart is color coded based on the chart key to represent the won, lost, and active opportunity status.

The Gear icon on the upper right of the dashlet allows you to edit, refresh, and remove the dashlet accordingly. To collapse the dashlet, click the Up arrow to the left of the Gear icon. To open up the dashlet, you can simply click the arrow again.
OpportunityMetrics_Dashlet

Cases Summary Dashlet

The Cases Summary dashlet also appears in the intelligence pane of the Accounts record view. It allows users to view status information for cases related to the specific account record. The case summary is broken up into multiple tabs (Summary, Pending Input, New, Assigned) and displays a number on each tab to indicate the relevant count of the open, closed, new, and pending cases. Please note that the record must have at least one related case in order for data to appear within the dashlet and the status tabs (Pending Input, New, Assigned) will appear if there is a related case meeting that particular status.

The Gear icon on the upper right of the dashlet allows you to edit, refresh, and remove the dashlet accordingly. To collapse the dashlet, click the Up arrow to the left of the Gear icon. To open up the dashlet, simply click the arrow again.
Cases_Summary

The Summary tab displays a donut chart that shows the breakdown of open cases versus closed cases. If you hover over the breakdown it will display the number of open and closed cases for the record. The Pending Input tab displays a list of all pending cases related to the current record.The New tab displays a list of all new cases associated to the current record. The Assigned tab displays a list of all open cases associated to the current record. Users can easily view the case details by clicking the subject link under each tab. Please note that you can also mark a case as a favorite by clicking the star icon to the left of the case subject under each tab (Pending Input, New, Assigned).
CaseSummary_Favorite_Link

RSS Feed Dashlet

The RSS Feed dashlet allows you to view external RSS or Blog feeds via the dashboard on the intelligence pane. When adding the dashlet, you will need to enter in the desired feed URL (e.g. "http://news.google.com/?output=rss") in the Feed URL field. You can also select a value in the "Number of entries to show" field to display the most recent 5, 10, 15, or 20 entries from the feed and specify an auto-refresh interval (e.g. Every Hour) if desired. Once the dashlet is added to the intelligence pane, the applicable feeds will display and you can click the title of each feed to access the full story on the parent site. If you wish to access the full site where the RSS feeds originate from, simply click the title (e.g. CNN.com - Technology) below the dashlet header.
IntelligencePane_RSSFeed

The Gear icon on the upper right of the dashlet allows you to edit, refresh, and remove the dashlet accordingly. To collapse the dashlet, click the Up arrow to the left of the Gear icon. To open up the dashlet, you can simply click the arrow again.

Sales Pipeline Chart Dashlet

The Sales Pipeline Chart dashlet illustrates the flow of open sales opportunities through the various sales stages by displaying the total dollar amounts for open records grouped by sales stage. The top of the sales funnel is the widest point and represents sales deals that are still in the earliest stage of "Qualification". The funnel narrows as unqualified prospects fall away and opportunities with higher win potential approach final sale.
PipelineChart

Note: The Sales Pipeline chart assumes that the sales stages are being used as defined in the out-of-the-box Sales Stage dropdown list. While the dashlet will display custom Sales Stage field values, the out-of-the-box Closed Won and Closed Lost field values must be preserved in order for Sugar's Sales Pipeline Chart to properly identify open vs. closed business. Any custom stages added to the Sales Stage dropdown by your organization will be displayed at the top of the funnel, regardless of how the stages are sorted within the dropdown.

You can customize the Sales Pipeline Chart to monitor the overall health of your personal funnel or the aggregate funnel for you and all of the users that report to you. After adding this dashlet to the homepage, toggle between "My Pipeline" and "My Team's Pipeline" using the individual and group icons in the corner of the dashlet. "My Pipeline" displays a summary of opportunities or revenue line items for the current user and "My Team's Pipeline" displays a summary of opportunities or revenue line items for the current user plus his direct reports as configured in the "Reports to" field of their user profile.
ToggleMine
The pipeline can also be filtered by time periods that have been configured by the administrator in the Forecasts module by clicking on the time period dropdown. The chart will display only records with an expected close date within the specified date range. Hover over the time periods to see the dates that the time periods begin and end.
FilterQuarter

To further customize the dashlet, users can click on individual sales stage labels to add and remove those stages from the funnel view. In the example pictured below, only the Proposal/Price Quote and Negotiation/Review sales stages are enabled and therefore appear in the legend with solid dots. Sales stages that have been disabled will appear in the legend as empty circles.
InactiveFilters

For more detailed information on forecasting, please refer to the Forecasts documentation.

Saved Reports Chart Dashlet

The Saved Reports Chart dashlet allows you to view pre-defined report charts as well as charts of your saved reports. When adding a Saved Reports Chart dashlet, you can select from the 17 pre-defined report charts as well as any custom report charts to which you have access. Summation-type, summation with details-type, and matrix-type reports have the chart option available to view as dashlets.

When adding the reports chart dashlet, the following configuration options allow you to define how the chart will display. Please note that the configuration options available may vary slightly between the report charts.

  • Chart type : Select the type of chart (e.g. Vertical Bar Chart, Horizontal Bar Chart, etc.) you wish to be displayed.
    • The chart type initially defaults to the chart type defined in the originating report. 
    • The chart types available to select will vary between reports. 
  • Value placement : Select where the chart values (e.g. End, Middle, etc.) will be positioned for bar charts.
    • The Top option applies to bar grouped-type charts (e.g. Horizontal Bar Grouped Chart) with an un-stacked data series.
  • Show title : Mark the checkbox to have the chart's title appear in the dashlet.
    • A title from the originating report will populate automatically, but you can specify a different title for display in the dashlet by entering a new value in the open text box.
  • Show legend : Mark the checkbox to display the full chart's legend on the dashlet.
  • Show y-axis label : Mark the checkbox to display the chart's y-axis title on the dashlet.
    • A title from the originating report will populate automatically, but you can specify a different title for display in the dashlet by entering a new value in the open text box.
    • This option only applies to bar charts and line charts.
  • Group display options : Enable the appropriate options based on how you wish to view data on the chart.
    • Allow scrolling : Scroll the chart up-and-down or left-to-right on the dashlet, if applicable. Disabling this option re-sizes the chart to fit the full dashlet width.
      • Scrolling will work for charts where the data exceeds the size of the dashlet width.
      • This option only applies to bar charts.
    • Stack data series : Displays a stacked bar for each grouping in the report chart broken into sub-sections of data. Disabling this option displays separate bars for each sub-section in the same grouping.
      • This option only applies to grouped bar charts (e.g. Horizontal Bar Grouped Chart).
    • Hide empty groups : Hides any empty data groups from the chart, if applicable.
      • This option only applies to bar charts.
  • Show x-axis label : Mark the checkbox to display the chart's x-axis title on the dashlet.
    • A title from the originating report will populate automatically, but you can specify a different title for display in the dashlet by entering a new value in the open text box.
    • This option only applies to bar charts and line charts.
  • Tick display methods : Enable the appropriate options based on how you wish to display x-axis labels with long texts on the chart dashlet. When all three options are enabled, Sugar will apply the display methods in order ("Wrap ticks", "Stagger ticks", "Rotate ticks") and display the x-axis labels based on the best option. 
    • Wrap ticks : Wraps x-axis labels to the next line. 
    • Stagger ticks : Staggers x-axis labels in alternating positions.
    • Rotate ticks : Rotates x-axis labels diagonally instead of across.
    • This option only applies to vertical bar charts and line charts.

IntelligencePane_ChartDashlet_ConfigurationOptions2

Once the dashlet is added, click the Gear icon on the upper right to edit, refresh, and remove the dashlet as needed. To collapse the dashlet, simply click the Up arrow to the left of the Gear icon. You can click the colored circles in the chart legend to toggle whether or not that segment appears in the chart. Users can also drill through to view a list of records associated with a particular chart section by clicking on the section. For more information, about drilling through report charts, please refer to the Reports documentation.
ReportChartDashlet_AccountsByTypeByIndustryDashlet

In order to edit a chart's originating report via the Reports module, edit the dashlet then click the Edit Selected Report link below the configuration options. For more information on editing reports, please refer to the Reports documentation. The reports chart dashlet on your Home page will reflect the changes made to the report after saving.

Twitter Dashlet

The Twitter dashlet allows users to view and access various feeds for specific twitter accounts via the record view's and list view's intelligence pane. In addition, users can also view and access twitter feeds via Sugar's Activity Streams as well as the Twitter dashlet on Sugar's Home page. Please note that administrators must first configure the Twitter connector before users can view twitter feeds via the Twitter dashlet. For more information on how to enable and configure the Twitter connector, please refer to the Connectors section of the System documentation in the Administration Guide.

You can easily add the Twitter dashlet by editing the dashboard on your intelligence pane. For more information on adding dashlets, please refer to the Adding Dashlets section. When adding or configuring the dashlet in the record view, please do not enter a Twitter ID as this will cause the Twitter dashlet for all other records in the module to display the same Twitter ID feed. In order to display specific twitter feeds for each record, you must enter a Twitter ID in the Twitter Account field on the Record View layout.

The following steps cover adding the Twitter ID to view feeds via the Account record view's intelligence pane as an example:

  1. Navigate to an account record view's intelligence pane and verify that the Twitter dashlet is there.
    • Note: If the Twitter dashlet is not displayed in the intelligence pane, you can add the dashlet by editing the dashboard. For more information on adding dashlets, please refer to Adding Dashlets section.
  2. View the record's details and locate the Twitter Account field. Click the Pencil icon to the left of the Twitter Account field and enter in a Twitter ID (e.g. sugarcrm). Click "Save" to preserve the change.
    • Note: If the Twitter Account field is not available on the record view, administrators must add the field via Admin > Studio. For more information on adding fields to layouts, please refer to the Studio documentation in the Administration Guide.
    Accounts TwitterAccountField 7.7

Once the Twitter ID is saved on the record view, navigate to the Twitter dashlet in the intelligence pane to view the associated twitter feeds for the account.
Accounts TwitterDashlet 7.7

Please note that if the Twitter ID is not entered in the Twitter Account field, then the Twitter connector will try to pull feeds by finding a match based on the record's name (e.g. account name, contact name, etc.). Also, if there is a custom field mapped to Twitter, the Twitter Account field will still be verified first to see if there is a valid Twitter ID and the Twitter dashlet will pull feeds using this account. If the Twitter Account field is blank, then it will check the custom field that is mapped and pull feeds based on the Twitter ID entered. If both fields are blank, then it will check the record's name to try and find a matching account to pull twitter feeds. For more information on mapping connector fields, please refer to the System documentation in the Administration Guide.

Note: Twitter dashlets on the Home page and module's list view need to have a valid Twitter ID associated in order to display the feeds. Simply click the Gear icon on the upper right of the dashlet, select "Edit", and enter the appropriate Twitter ID. Save the change and the corresponding twitter feeds will display in the dashlet.

Tweet to Case

The Tweet to Case feature allows users to create cases directly from incoming tweets within the Twitter dashlet. When this feature is enabled, users can create a case by clicking "+ Create Case" within an incoming tweet. For more information on using this feature, please refer to the Twitter Dashlet and Cases section of the Cases documentation.
tweet2case2

Module-Specific Dashlets

Certain modules (e.g. Forecasts) in Sugar contain dashlets that are built specific to that module. For the Forecasts module, both the list view and record view intelligence pane display dashlets that allow users to view key information regarding the various forecast stages, likely amounts, best amounts, etc. For more information regarding these forecast-specific dashlets, please refer to the Forecasts documentation.

The Gear icon also appears on the upper right of these dashlets to allow users to edit, refresh, and remove the dashlet's accordingly. To collapse the dashlet, click the Up arrow to the left of the Gear icon and to open up the dashlet, simply click the arrow again.
Forecast_Dashboard

Last modified: 01/22/2018 12:11pm