Dashboard widget - Conversion Rate
When editing a dashboard select the + on any of the widget templates. Select Conversion Rate and then Add widget.
Once the widget is displayed you can edit what information it displays by selecting the dropdown arrow within the widget and selecting Edit.
This displays the template to customise the information shown within this widget. Below is a list of the fields :
Name : This is what is displayed at the top of the widget.
Date field : Select which date field to use, Event date for example.
Date range : Use the Fixed date range radio button to select a definite date range. When you select the field several options will appear including the timeframe of which you'd like to have the widget display as well as the defined day. Use the Dynamic date range to have this widget keep with the current date. It will then update the information automatically each day.
Compare to : Here you can nominate another date parameter for the widget to compare the information selected above to. Use this entry in the same manner as the Date range field.
Teams : This list is populated with all teams that have been created within your organisation. Select which teams will be included.
Users : You can specify which Users to be reported on. Select any users from the dropdown list to be reported on.
Only display my events : This tick box will restrict the events shown to only those that are directly linked with via a Teams link, if you are the nominated Event manager, or Salesperson etc.
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Once the widget is displayed you can edit what information it displays by selecting the dropdown arrow within the widget and selecting Edit.
This displays the template to customise the information shown within this widget. Below is a list of the fields :
Name : This is what is displayed at the top of the widget.
Date field : Select which date field to use, Event date for example.
Date range : Use the Fixed date range radio button to select a definite date range. When you select the field several options will appear including the timeframe of which you'd like to have the widget display as well as the defined day. Use the Dynamic date range to have this widget keep with the current date. It will then update the information automatically each day.
Compare to : Here you can nominate another date parameter for the widget to compare the information selected above to. Use this entry in the same manner as the Date range field.
Teams : This list is populated with all teams that have been created within your organisation. Select which teams will be included.
Users : You can specify which Users to be reported on. Select any users from the dropdown list to be reported on.
Only display my events : This tick box will restrict the events shown to only those that are directly linked with via a Teams link, if you are the nominated Event manager, or Salesperson etc.
Was this article helpful? Let us know by rating the article below!
Updated on: 15/02/2021
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