• Building your own dashboard

  The dashboard is a great place to display useful information when you first login.  It can provide snapshots of lead progressions, sales completed by users, upcoming tasks, as well as various reports.  You are able to completely customise what and where information is shown. Below is a guide on how to customise a dashboard, how to view other dashboards created by other users, and to set a default dashboard for all users. How to create your first dashboard Select Dashboard fromSome readers

• Dashboard widget - Tasks

  When editing a dashboard select the + on any of the widget templates.  Select Tasks 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. Assignee : Select one or multiple users from this lSome readers

• Dashboard widget - Events by Client Industry Type

  When editing a dashboard select the + on any of the widget templates.  Select Events by Client Industry Type 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. Value : Select the one ofSome readers

• Dashboard widget - Events by Medium

  When editing a dashboard select the + on any of the widget templates.  Select Events by Medium 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. Value : Select the one of the followingSome readers

• Dashboard Widget - Average Profit Margin

  When editing a dashboard select the + on any of the widget templates.  Select Average Profit Margin 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 optiFew readers

• Dashboard widget - Events by Source

  When editing a dashboard select the + on any of the widget templates.  Select Events by Source 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. Value : Select the one of the followingFew readers

• Dashboard widget - Text

  Select the + icon when editing a dashboard.  From the popup select Text and then the Add widget button.  The widget will default to "Hello World!".  Select the dropdown arrow within the widget and select Edit from the list. Here you can see the template that allows you to customise the text.  The Name field is the heading of the widget.  The Text field allows you to enter in any message that you would like displayed in the widget.  Use the toolbars to format the text, inFew readers

• Dashboard widget - Invoice List

  When editing a dashboard select the + on any of the widget templates.  Select Invoice List 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. Invoice filters : Here are several fields thFew readers

• Dashboard widget - Events per Month

  When editing a dashboard select the + on any of the widget templates.  Select Events per Month 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 range : When you select the field seFew readers

• 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 optFew readers

• Dashboard widget - Average Event Value

  When editing a dashboard select the + on any of the widget templates.  Select Average Event Value 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 optionFew readers

• Dashboard widget - Events by Type

  When editing a dashboard select the + on any of the widget templates.  Select Events by Type 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. Value : Select the one of the following opFew readers

• Dashboard widget - Event Values per Month

  When editing a dashboard select the + on any of the widget templates.  Select Event Values per Month 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 optFew readers

• Dashboard widget - Event Value

  When editing a dashboard select the + on any of the widget templates.  Select Event Value 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 whaFew readers

• Dashboard widget - Events by Tag

  When editing a dashboard select the + on any of the widget templates.  Select Events by Tag 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. Value : Select the one of the following optFew readers

• Dashboard widget - Events by Lost Reason

  When editing a dashboard select the + on any of the widget templates.  Select Events by Lost Reason 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. Value : Select the one of the folloFew readers

• Dashboard widget - Event List

  When editing a dashboard select the + on any of the widget templates.  Select Event List 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 whatFew readers

• 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 uFew readers

• Dashboard widget - Event Count

  When editing a dashboard select the + on any of the widget templates.  Select Event Count 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. Value : Select the one of the following optioFew readers

• Dashboard widget - Date List

  When editing a dashboard select the + on any of the widget templates.  Select Date List 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 range : Use the Fixed date range radioFew readers

• Dashboard widget - Events by Status

  When editing a dashboard select the + on any of the widget templates.  Select Events by Status 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. Value : Select the one of the followingFew readers

• Date Difference Widget

  The date difference widget allows you to calculate the average difference in days between two date fields. The available fields for comparing are: Enquiry date - the date the event was added to EventWorks Contracted date - the date the event was first assigned a contracted status Event date - the date on which the event starts Last updated - the daFew readers