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CRM widgets

Several sets of widgets are available in your CRM Analytics Dashboard folder that you can drag and drop on to your own CRM Analytics Dashboard.

In order for you to access each Analytics Dashboard, your company must be licensed to use it and you must be assigned to the capabilityA group of functions and features that can be hidden or revealed to simplify the user interface. Capabilities can be enabled or disabled by changing preference settings, or they can be controlled through an administration interface. for the Analytics Dashboard. See your BI administrator for access.

The CRM Analytics Dashboard is located in Analytics Dashboards > CRM > Dashboards.

The CRM widgets are located in Analytics Dashboards > Project > Widgets, in the following folders:

CRM Activities
CRM Transactions
Lead Count and Values
Opportunity Count and Values
Quotation Count and Values

In addition, you can add the Title & Help widgetDashboards: Objects added from the Content pane to the dashboard are displayed in widgets. Widgets are containers that allow you to interact with and manipulate the content contained within them. to your dashboardA web page that can contain one or more widgets that graphically represent business data. to provide a title widget and a link to dashboard help.

CRM Activities

The following widgets are available that display CRM activity counts by:

Type	Chart type	Widget name
rep - type	Graph	Activity Count By Rep - Type
rep - status	Graph	Activity Count By Rep - Status
type	Graph	Activity Count By Type
account type	Graph	Activity Count By Account Type
region	Graph	Activity Count By Region
CRM rep	Graph	Activity Count By CRM Rep
campaign type	Graph	Activity Count By Campaign Type
year	Graph	Activity Count By Year
period	Graph	Activity Count By Period
CRM region hierarchyIn Analytics Dashboards, regular dimensions contain descriptive and business key information and this information is organised into a hierarchy; from it's highest level of granularity, to its lowest. The hierarchy contains multiple levels. For example, a hierarchy that has three levels such as "All Products", "Product Group", and "Products".	Graph	Activity Count By CRM Region Hierarchy n
CRM type hierarchy n	Graph	Activity Count By CRM Type Hierarchy n
CRM activity rep hierarchy	Graph	Activity Count By CRM Activity Rep Hierarchy n
CRM account rep hierarchy	Graph	Activity Count By CRM Account Rep Hierarchy n

CRM Transactions

The following widgets are available that display CRM transaction counts by:

Type	Chart type	Widget name
rep - type	Graph	Transaction Count By Rep - Type
rep - status	Graph	Transaction Count By Rep - Status
response type	Graph	Transaction Count By Type
account type	Graph	Transaction Count By Account Type
region	Graph	Transaction Count By Region
CRM rep	Graph	Transaction Count By CRM Rep
campaign type	Graph	Transaction Count By Campaign Type
year	Graph	Transaction Count By Year
period	Graph	Transaction Count By Period
CRM region hierarchy	Graph	Transaction Count By CRM Region Hierarchy n
CRM type hierarchy n	Graph	Transaction Count By CRM Type Hierarchy n
CRM activity rep hierarchy	Graph	Transaction Count By CRM Activity Rep Hierarchy n
CRM account rep hierarchy	Graph	Transaction Count By CRM Account Rep Hierarchy n

Lead Count and Values

The following widgets are available that display CRM lead count and values by:

Type	Chart type	Widget name
rep	Graph	Lead Count and Values By Rep
stage	Graph	Lead Count and Values by Stage
account type	Graph	Lead Count and Values By Account Type
region	Graph	Lead Count and Values By Region
CRM rep	Graph	Lead Count and Values By CRM Rep
campaign type	Graph	Lead Count and Values By Campaign Type
CRM region hierarchy n	Graph	Lead Count and Values By CRM Region Hierarchy n
CRM type hierarchy n	Graph	Lead Count and Values By CRM Type Hierarchy n
CRM lead rep hierarchy n	Graph	Lead Count and Values By CRM Lead Rep Hierarchy n
CRM account rep hierarchy n	Graph	Lead Count and Values By CRM Account Rep Hierarchy n

Opportunity Count and Values

The following widgets are available that display CRM opportunity count and values by:

Type	Chart type	Widget name
rep	Graph	Opportunity Count and Values By Rep
stage	Graph	Opportunity Count and Values by Stage
account type	Graph	Opportunity Count and Values By Account Type
region	Graph	Opportunity Count and Values By Region
CRM rep	Graph	Opportunity Count and Values By CRM Rep
campaign type	Graph	Opportunity Count and Values By Campaign Type
CRM region hierarchy n	Graph	Opportunity Count and Values By CRM Region Hierarchy n
CRM type hierarchy n	Graph	Opportunity Count and Values By CRM Type Hierarchy n
CRM lead rep hierarchy n	Graph	Opportunity Count and Values By CRM Lead Rep Hierarchy n
CRM account rep hierarchy n	Graph	Opportunity Count and Values By CRM Account Rep Hierarchy n

Quotation Count and Values

The following widgets are available that display CRM quotation count and values by:

Type	Chart type	Widget name
account type	Graph	Quotation Value and Count By Account Type
region	Graph	Quotation Value and Count By Region
CRM rep	Graph	Quotation Value and Count By CRM Rep
CRM account	Graph	Quotation Value and Count By CRM Account
rep	Graph	Quotation Value and Count By Rep
territory	Graph	Quotation Value and Count By Territory
warehouse n	Graph	Quotation Value and Count By Warehouse
year	Graph	Quotation Value and Count By Year
period n	Graph	Quotation Value and Count By Period
CRM region hierarchy n	Graph	Quotation Value and Count By CRM Region Hierarchy n
CRM type hierarchy n	Graph	Quotation Value and Count By CRM Type Hierarchy n
CRM account rep hierarchy n	Graph	Quotation Value and Count By CRM Account Rep Hierarchy n
CRM customer hierarchy n	Graph	Quotation Value and Count By CRM Customer Hierarchy n
CRM customer rep hierarchy n	Graph	Quotation Value and Count By CRM Customer Rep Hierarchy n
CRM customer territory hierarchy n	Graph	Quotation Value and Count By CRM Customer Territory Hierarchy n
CRM item hierarchy n	Graph	Quotation Value and Count By CRM Item Hierarchy n
CRM product groupIn security, a list of users or other groups that can be used to assign access permissions and capabilities. Groups can be referenced from other authentication sources or can be local to Pronto Xi Business Intelligence. Local groups are managed from BI Administration. The list of groups that an authentication user is a member of is part of the user's passport for an Pronto Xi Business Intelligence session. In reporting, grouping is the action of organising common values of query item together and only displaying the value once. Headers and footers often appear after each instance of a common value in a grouped column hierarchy n	Graph	Quotation Value and Count By CRM Product Group Hierarchy n
CRM rep hierarchy n	Graph	Quotation Value and Count By CRM Rep Hierarchy n
CRM territory hierarchy n	Graph	Quotation Value and Count By CRM Territory Hierarchy n
CRM warehouse hierarchy n	Graph	Quotation Value and Count By CRM Warehouse Hierarchy n