SugarCRM SupportDocumentationSugar Versions7.97.9 EnterpriseSugar Enterprise 7.9 Application GuideUser InterfaceIntelligence Pane

Intelligence Pane

Overview

Sugar's intelligence pane displays to the right of the Home page activity stream, module's list view, and record view and provides users with valuable record information via various dashlets (e.g. Planned Activities, History, My Accounts, etc.). Users can also easily preview a record's detail via the intelligence pane. All intelligence panes will display the "My Dashboard" by default, which will include some stock dashlets (e.g. Planned Activities, History, etc.). Users can add additional dashlets as desired as well as create new dashboards to group a different set of dashlets together per their viewing preference. This documentation will go over the basics of the intelligence pane as well as the various options available when viewing the dashboard, configuring the dashboard, adding dashlets, etc.

Dashboards

Sugar's Intelligence pane consists of dashboards where you can group certain dashlets together based on the information you would like to view. The "My Dashboard" comes out-of-the-box with Sugar and displays in the intelligence pane when users initially access a module's list view and record view. Users also have the option to modify (if applicable) the dashlets that appear in the dashboard, change the dashboard names, as well as create new dashboards if they wish. Please note that Sugar will remember the state of your intelligence pane, meaning the dashboard you most recently viewed will display the next time you return to the module's page.

Viewing Dashboards

There are various options available for viewing intelligence panes in Sugar including via the module's list view and record view. The intelligence pane displays various dashlets which provide users with valuable record information. Users can create new dashboards to house a different set of dashlets together as well as add additional dashlets to view key information regarding the record(s). For more information on creating dashboards, please refer to the Creating Dashboards section.

Viewing via List View

The list view's intelligence pane can be accessed by clicking the specific module tab (e.g. Accounts) at the top of the navigation bar to open the list view. The "My Dashboard" displays in the list view's intelligence pane and contains a default dashlet (e.g. My Accounts). Users may create new dashboards to group different sets of dashlets together per their viewing preference by clicking the Create button. If you have more than one dashboard in the intelligence pane, you can easily access the other dashboards by clicking the triangle to the right of the current dashboard's name (e.g. My Dashboard) and selecting the desired dashboard. To make changes and add additional dashlets to the dashboard, select "Edit" from the Actions menu on the upper right. For more information on adding dashlets, please refer to the Adding Dashlets section.

Please note that Sugar will remember the state of your intelligence pane, meaning the dashboard you most recently viewed will display the next time you return to the module's page.
IP Dashboards ViewingViaLV

Viewing via Record View

The record view's intelligence pane can be accessed by navigating to a module's record view (e.g. Accounts). The "My Dashboard" displays in the record view's intelligence pane and contains some default dashlets (e.g. Planned Activities dashlet, History dashlet). For more information regarding these stock dashlets (e.g. Planned Activities), please refer to the Commonly Used Dashlets section. Users may create new dashboards to group different sets of dashlets together per their viewing preference by clicking the Create button. If you have more than one dashboard in the intelligence pane, you can easily access the other dashboards by clicking the triangle to the right of the current dashboard's name (e.g. My Dashboard) and selecting the desired dashboard. To make changes and add additional dashlets to the dashboard, select "Edit" from the Actions menu on the upper right. For more information on adding dashlets, please refer to the Adding Dashlets section.

Please note that Sugar will remember the state of your intelligence pane, meaning the dashboard you most recently viewed will display the next time you return to the module's page.
IP Dashboards ViewingViaRV

Creating Dashboards

Users can create new dashboards if they wish to group a different set of dashlets together outside of the default dashboard (i.e. My Dashboard). This will allow you to easily view the information you need in one place via the specific dashlets grouped under each dashboard.

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_Options
  2. Enter in the name for the new dashboard (e.g. My Favorites Dashboard).
    • You can add dashlets to the new dashboard by adding rows along with the column to display the dashlet(s). For more information on adding dashlets, please refer to the Adding Dashlets section.
    IP CreatingDashboard AddARow
  3. Click "Save" to create the new dashboard.
    • The newly created dashboard will now display on the list view's intelligence pane.
    Newly_Created_MyFavoritesDashboard

Switching Between Dashboards

Users have the option to create multiple dashboards to house various dashlets per their viewing preference. For more information on creating new dashboards, please refer to the Creating Dashboards section. Once a dashboard is created, users can easily access them by clicking the triangle next to the currently displayed dashboards name on the upper left then selecting the specific dashboard.
Viewing_Other_Dashboards

Configuring Dashboards

Users can easily configure their dashboards to display the information based on their viewing preference. Simply click the triangle to the right of the Create button and select "Edit" to access the dashboard's edit layout. Dashlets can be added, edited, rearranged, etc. based on the information you wish to view and how you wish to view it on the dashboard. Once the appropriate changes have been made, you can click save to push the changes to the final dashboard view.
Configure_Dashboard_Edit

Renaming Dashboards

Users can change their dashboards to display different names if they wish by clicking the triangle next to the Create button then clicking "Edit". Once the dashboards edit layout opens, you can enter in the new name then click "Save" to preserve the change.

The following steps cover renaming the My Favorites Dashboard on the intelligence pane as an example:

  1. Click the triangle next to the dashboard's name on the intelligence pane then select "My Favorites Dashboard".
    Select_MyFavoritesDashboard
  2. Click the triangle next to the Create button then select "Edit".
    MyFavoritesDashboard_Edit
  3. Enter the new name in the open text field (e.g. "Favorites Dashboard") then click "Save" to preserve the change.
    FavoritesDashboard_Save

Deleting Dashboard Rows

Users can also delete specific dashboard rows within the intelligence pane, which will remove all dashlets in the row they no longer wish to view. Please note that deleted dashlets are not permanently removed and can be addedback by editing the dashboard. For information on adding dashlets to your dashboard, please refer to the Adding Dashlets section ofthis documentation.

The following steps cover deleting a dashboard row from the Contact record's intelligence pane as an example:

  1. Navigate to a contact records intelligence pane.
    • If multiple dashboards exist within the intelligence pane, select the specific dashboard to view. For more information on viewing other dashboards, please refer to the Switching Between Dashboards section.
  2. Click the triangle next to the Create button on the upper right of the dashboard, then select "Edit".
    DeleteDashboardRow_Edit1
  3. Click the Gear icon on the upper right of the dashboard row you wish to delete, then select "Remove".
    DeleteDashboardRow_Remove1
  4. Click "Save" to preserve the changes.

Deleting Dashboards

Users can easily delete dashboards they no longer wish to view on their intelligence panes. Please keep in mind that the dashlets housed within the dashboard(s) are not permanently removed and can be added to other new and existing dashboards as desired. For more information on how to add dashlets to dashboards, please refer to the Adding Dashlets section.

The following steps cover deleting the "Favorites Dashboard" from the intelligence pane as an example:

  1. Click the triangle next to the dashboard's name on the upper left then select "Favorites Dashboard".
    FavoritesDashboard_Select
  2. Click the triangle next to the Create button then select "Edit".
    FavoritesDashboard_Edit
  3. Click the Delete button on the upper right of the dashboard.
    FavoritesDashboard_Delete
  4. A pop-up message will display asking for confirmation. Click "Confirm" to proceed.

Dashlets

Dashlets reside within the dashboard and provides users with valuable information regarding record's for their organization. By default, there are stock dashlets that come out-of-the-box with Sugar and users can easily add them to various dashboards per their viewing preference. Please note that each dashlet can be configured to display the necessary information you wish to view. For more information on configuring the dashlet, please refer to the Editing Dashlets section.

Commonly Used Dashlets

By default, the intelligence pane's "My Dashboard" will include some stock dashlets such as "History", "Planned Activities", etc. Users have the option to add additional dashlets as they wish to the intelligence pane. For more information on adding dashlets, please refer to the Adding Dashlets section. Please note that the dashlets (e.g. Opportunity Metrics, Cases Summary, etc.) available to view and add will vary between the modules in Sugar. The following sections will go over some commonly used dashlets which can be viewed and managed via the dashboard.

List View Dashlet

The List View dashlet enables users to view a list of records for a specific module (e.g. Accounts, Contacts, Leads, etc.) in Sugar. 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.

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.

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

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

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.

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. There are 17 pre-defined report charts that are available to select in the Saved Reports Chart dashlet. These pre-defined charts allow you to view information such as leads by lead source, calls by team by user, opportunities by lead source, etc. You also have the option to add custom report charts as dashlets by selecting the saved report when setting up the dashlet to add to the intelligence pane. Please note that all report types (Summation Report, Matrix Report, Summation with Details Report) except for Rows and Columns-type reports have the chart option available to view as dashlets.

When adding the reports chart dashlet, you can use the various configuration options (e.g. Chart type, Value placement, etc.) available to define how your report chart will display in the dashlet. This allows users to customize each of their chart dashlets based on their viewing preference. 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.
    • When a report chart is selected, the chart type will default 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, you can make changes as necessary by clicking the Gear icon on the upper right, which allows you to edit, refresh, and remove the dashlet accordingly. To collapse the dashlet, simply click the Up arrow to the left of the Gear icon.
ReportChartDashlet_AccountsByTypeByIndustryDashlet

Please note that you can hide certain groups of data on the chart you do not wish to view by toggling the legend keys (e.g. Apparel, Retail, etc.). The legend also wraps responsively on the chart dashlet when re-sizing the browser window. If more than three rows are required to display the full legend on the chart, the "Show legend" link will display on the chart dashlet. Simply click the link on the dashlet to view the full legend via a dropdown.

In addition, you can edit the specific report you are currently viewing in the dashlet via the Reports module. Simply click the Gear icon on the upper right of the dashlet, select "Edit", then choose the Edit Selected Report link below the configuration options. A pop-up message will appear confirming if you wish to be directed to the Reports module. Click "Confirm" to proceed and the report wizard will open for the specific report (e.g. Accounts By Type By Industry). Please make the necessary changes to the report and save accordingly. 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 accordingly.

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

Adding Dashlets

Additional dashlets can be added by clicking the triangle next to the Create button then selecting "Edit". You can add dashlets in any of the open Add a Row boxes which appear in the dashboard's edit layout. For each dashboard row, you will have the option to select a column (+1 column) to add within the row. Please note that the dashlets available to add may vary between the modules. Once selected, the dashlet will be added to the specified column within the dashboard row.

Please note that you can add the same dashlet multiple times in the dashboard with different configurations to show different records or information.

Adding Dashlets to New Dashboard

Users have the option to create new dashboards if they wish to group new set of dashlets together. When creating a new dashboard, users can easily add new dashlets by adding a row and a column within the row. For more information on creating new dashboards, please refer to the Creating Dashboards section.

The following steps cover adding the List View dashlet (e.g. My Accounts) under a new dashboard (e.g. Favorite Accounts) as an example:

  1. Follow Steps 1-2 of the Creating Dashboards section.
  2. 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 IP AddDashlet AddRow
  3. Click the Add a Sugar Dashlet® box that appears.
    DashboardsDashlets AddASugarDashlet
  4. Click the title (e.g. List View) corresponding to the desired dashlet in the Add a Sugar Dashlet® page. 
    DashboardsDashlets IP AddASugarDashlet ListView
  5. Select "Accounts" in the Module dropdown list and make any necessary changes (e.g. dashlet title) using the available configuration options then click "Save".
    DashboardsDashlets AddASugarDashlet Edit AccountsListView
  6. The dashlet will now appear in your new Favorite Accounts dashboard. Click "Save" at the top right of the dashboard to preserve your changes.
    DashboardsDashlets IP AddASugarDashlet MyFavoriteAccounts

Adding Dashlets to Existing Dashboard

Occasionally users may need to add more dashlets to their current dashboards if they wish to view additional information regarding their records, sales, etc.

The following steps cover adding the Top 10 Sales dashlet under the "My Dashboard" on the Opportunities list view intelligence pane as an example:

  1. Navigate to the Opportunities list view's intelligence pane.
    • If multiple dashboards exist within the intelligence pane, select the specific dashboard to view. For more information on viewing other dashboards, please refer to the Switching Between Dashboards section.
  2. Click the triangle next to the Create button on the upper right of the dashboard, then select "Edit".
    IP MyDashboard Edit
  3. Scroll to an open Add a Row box and select "+ 1 column".
    IP MyDashboard AddARow
  4. Click the Add a Sugar Dashlet® box that appears.
    DashboardsDashlets AddASugarDashlet
  5. Click the title (e.g. Top 10 Sales) corresponding to the desired dashlet in the Add a Sugar Dashlet® page. 
    IP MyDashboard AddASugarDashlet Top10Sales
  6. Configure the dashlet as desired then click "Save". 
    IP MyDashboard AddASugarDashlet Top10Sales Edit
  7. The Top 10 Sales dashlet will now appear in your dashboard. Click "Save" at the top right of the dashboard to preserve your changes. 
    IP MyDashboard Top10Sales Added

Rearranging Dashlets

Users have the option to rearrange dashlets to place them in different positions on the dashboard per their viewing preference. You can easily swap positions between two dashlets by dragging and dropping the dashlets within the dashboard.

The following steps cover moving the Planned Activities dashlet underneath the History dashlet in the Contact records intelligence pane as an example:

  1. Navigate to a Contact record's intelligence pane.
    • If multiple dashboards exist within the intelligence pane, select the specific dashboard where you wish to rearrange the dashlets. For more information on viewing other dashboards, please refer to the Switching Between Dashboards section.
  2. Click the Planned Activities dashlet's menu bar.
  3. Drag and drop the dashlet underneath the History dashlet.
    Rearrange_Dashlets1

You can also edit the dashboard to rearrange the dashlets in different locations. Please note that each dashboard row displays an Up and Down arrow icon on the upper right above the dashlet menu bar. Users can click the icon then drag the entire row up and down within the dashboard.
Rearrange_Dashlet_UpDownArrow1

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 the Configuration Options page to configure the dashlet. Make the necessary changes using the available edit options then click "Save" to preserve the change.

Users can also collapse individual dashlets on the dashboard by clicking the Up arrow on the upper right of the dashlet. Please note that Sugar will remember the state of your intelligence pane the next time you return to the module. To collapse all dashlets on the dashboard, simply click the triangle next to the Create button on the upper right of the dashboard and select "Close All". Selecting the Open All option in the Actions menu will open up all collapsed dashlets on the dashboard again.
ConfigureDashlet OpenClose 7.7

Configuration Options

Users can access the Configuration Options page to make changes to the dashlet by clicking the Gear icon at the top of the dashlet menu bar then selecting "Edit". The Configuration Options page will display the various options (e.g. Display Rows, Columns, etc.) available to make the changes. Please note that the options available to configure the dashlets will vary between each dashlet.
Dashlet_GearIcon1

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

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

Please note that a horizontal scroll bar may appear on the bottom of the dashlet if numerous fields are displayed in the dashlet. You can scroll left-to-right to view all field values for records that meet the dashlets filter criteria.

Refreshing Dashlets

Dashlets in Sugar need to be refreshed in order for users to view any updated data. There are various ways to refresh dashlets on the dashboard and they are as follows:

Users can manually refresh the dashlet by clicking the Gear icon at the top of the dashlet menu bar then selecting "Refresh". Please note that this method allows you to refresh one dashlet at a time.
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 the interval in the Auto-Refresh dropdown list to schedule the refresh. Please note that you can schedule each of the dashlets to refresh at different intervals.
RefreshDashlet_AutoRefresh

Users can refresh the entire dashboard(s) by clicking the Reload button at the top of the web browser bar. This method will be beneficial if you would like to refresh all of the dashlets at once.
RefreshDashlet_PageReload

Deleting Dashlets

Users can delete dashlets they no longer wish to view on their dashboard by clicking the Gear icon at the top of the dashlet menu bar then selecting "Remove". Please note that deleted dashlets are not permanently removed and can be addedback by editing the dashboard. For information on adding dashlets to your dashboard, please refer to the Adding Dashlets section.

The following steps cover deleting the My Accounts dashlet from the "My Dashboard" on the list view intelligence pane as an example:

  1. Navigate to the Accounts list view's intelligence pane.
    • If multiple dashboards exist within the intelligence pane, select the specific dashboard to view. For more information on viewing other dashboards, please refer to the Switching Between Dashboards section.
  2. Click the Gear icon at the top of the My Accounts dashlet menu bar then select "Remove".
    DeletingDashlet_Remove

Previews

Users can preview a record's details by clicking the Preview icon to the far right of a record's row or activity stream post. The preview appears in the intelligence pane to the right of the Home page's activity stream and on list views and record views. The preview displays the topmost fields from the module's record view and the record's most recent activity stream entries. Please note that administrators can configure the fields that appear on the record view layout via Admin > Studio > Layouts > Record View.

Note: For more information on activity streams, please refer to the Activity Streams documentation. 

Viewing Previews

There are various options available for viewing previews in Sugar including via the list view, record view, and activity stream. Previewing allows users to easily view key information regarding a record directly from the intelligence pane without navigating away from the current page. Users can mark a record to follow or unfollow via the preview by clicking the Follow or Unfollow button within the record's details. Clicking the hyperlinks (e.g. account name, website, email address, etc.) within the preview allow you to access the record view, external company website, compose email, etc. 

Previewing From List Views

Users can view a record's topmost fields directly from the module's list view by clicking the Preview icon to the far right of each account's row. The intelligence pane will display the record's details with key information regarding the record as well as any related activity stream information.
Previewing_From_ListViews

Previewing From Record View

Users can also view a record's details from the module's record view by clicking the Preview icon to the far right of each record row in the subpanel. The intelligence pane will display the record's details with key information regarding the record as well as any related activity stream information.
Previewing_Via_RecordView

Previewing From Activity Streams

In addition, you can also preview the record referenced in activity stream posts from the Home page, list view, and record view activity stream by clicking the Preview button to the right of each post. Please note that preview is only available for Create, Update, Relate, and Un-relate-type posts in the activity stream. For more information about previewing activity stream posts, please refer to the Previewing Posts section of the Activity Streams documentation.

The intelligence pane displays the topmost fields from the module's record view and the record's most recent activity stream entries. 
Previewing_From_ActivityStreams

Users can view a record's details directly from the View All Results page for Global Search by clicking the Preview icon to the far right of each record's row. The intelligence pane displays the topmost fields from the module's record view and the record's most recent activity stream entries. For more information on previewing via the View All Results page, please refer to the Search documentation.
IntelligencePane PreviewingFrmGlobalSearch 7.7

Show More

In the preview, Sugar displays the topmost fields from the module's record view. To view all of the fields that are on the record view, click "Show more...". Please note that administrators can configure what fields appear on the business card panel via Admin > Studio > Layouts > Record View. For more information on editing layouts, please refer to the Studio documentation.
ShowMore_Link

Previewing a Record's Activity Stream

When previewing a record via the intelligence pane, you can also view any related activity stream posts which will appear below the record's detail. Please note that you cannot create new posts or comment on posts via the activity stream when previewing a record. For more information on creating posts and commenting on posts, please refer to the Activity Streams documentation.
Preview_ActivityStream

Previewing Next and Previous Records

Above a previewed record in the intelligence pane, there is a Left and Right arrow button that allows you to scroll through the next and previous records. Clicking the Left arrow button displays the previous record's preview while clicking the Right arrow button displays the next record's preview. When previewing from the module's list view, you can scroll through the list view's current search results. When previewing a related module record from a module's record view, you can scroll through the list of related records in the specific subpanel.
Next_Previous_Record

Closing a Preview

If you no longer wish to preview the records, you can simply close the preview by clicking the "X" on the upper right of the intelligence pane. Please note that the dashboard view will display again on the intelligence pane once you close the preview.
Close_Preview1 

Last modified: 01/22/2018 12:15pm