Articles on: Dashboards

Dashboard widget - Monthly Sales by User

When editing a dashboard select the + on any of the widget templates.  Select Monthly Sales by User 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.
Data Source : Select one of the options on what the widget will report on.
Statuses : When you select this field a list of all of your event statuses will be listed.  You can select multiple statuses to be included in the information this widget reports on.  Use this field to nominate which statuses are included.
Users : You can specify which Users to be reported on.  Select any users from the dropdown list to be reported on.

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Updated on: 15/02/2021

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