Dashboard Widgets

Package: BASIC

1. General

Any number of widgets can be added within a dashboard. It is also possible to create the same widget – e.g. the list view of a module – multiple times within a dashboard.

The size and the position of widgets can be freely configured.

2. Widget actions

The following actions are available for widgets:

• Add widget
• Edit widget
• Delete widget

2.1. Add widget

To add a widget to a dashboard, the button „Add widget" must be clicked.

If no widget yet exists in a dashboard, the info „Your dashboard does not contain any widgets yet", including an „Add widget" button, is displayed next to the „Add widget" button – which is always shown at the top right of the dashboard:

Dashboard without widgets

After clicking the button, the popup „Add widgets" opens, in which all available widgets are listed:

Popup Add widget

The following widgets are available for a dashboard:

• List view of a module
• Notepad
• Email account
• Tasks & Appointments
• Tag Cloud
• Localisation
• Sales funnel
• Widget group
• Report
• Chart
• Cashflow

After selecting a widget by clicking on it, the configuration of the respective widget is displayed in the popup.

For detailed information on the configurations of the respective widgets, see section Available widgets.

2.2. Edit widget

Every widget has the actions icon „three dots" in the top right corner:

Action Delete widget

After clicking the icon, a flyout menu opens with the actions:

• Edit widget
• Delete widget

Edit widget

When editing a widget, more or less the same functionalities are available as when creating a widget. See section Available widgets for this.

The Delete widget action is described in section Delete widget.

2.3. Delete widget

Every widget has the actions icon „three dots" in the top right corner:

Action Delete widget

After clicking the icon, a flyout menu opens with the actions:

• Edit widget
• Delete widget

After clicking the action „Delete widget", a popup window is displayed with the question whether the widget should be irrevocably deleted:

Popup Delete widget

After clicking the button „Confirm", the widget is deleted.

If a widget was deleted, e.g. by accident, the widget cannot be restored but must be created again!

2.4. Size of the widget

The size of a widget can be changed in two ways:

• Edit widget → in the „Choose display" area, select the desired size of the widget (small, medium or large)
• The widget can be changed in width and height by „dragging". To do this, hover the mouse pointer over the bottom right corner of the widget. The mouse pointer changes to a diagonal double arrow. With the mouse button held down, the widget can now be dragged to the desired size.
  During this process, the content of the widget is hidden and the possible sizes are indicated by a dashed border.
  After releasing the mouse button, the size is changed accordingly and the widget is permanently saved with the new size.

2.5. Position of the widget

The position of a widget can be changed using drag & drop.

To do this, hover the mouse pointer over the header of the widget. The mouse pointer changes to the „move cursor" (“four arrows").

With the mouse button held down, the widget can now be dragged to the desired position.

During this process, the content of the widget is hidden and the possible positions are indicated by a dashed border.

After releasing the mouse button, the position is changed accordingly and the widget is permanently saved with the new position.

3. Available widgets

The following widgets are available for a dashboard:

• List view of a module
• Notepad
• Email account
• Tasks & Appointments
• Tag Cloud
• Localisation
• Sales funnel
• Widget group
• Report
• Chart
• Cashflow

3.1. List view of a module

In the widget „List view of a module", records of a module are displayed.

Widget List view of a module

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget List view of a module

Field	Description
Name*	Name of the widget
Module*	Selection of the module from which records should be displayed.
View*	Selection of the view (list view)
Fields to display*	Selection of the fields to be displayed using the button „Select fields". After selection, selected fields can be arranged as desired using drag & drop.
Choose display	List view, small List view, medium List view, large

*Mandatory field

3.2. Notepad

In the widget „Notepad", short notes can be saved in order to always keep them in view.

Widget Notepad

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Notepad

Field	Description
Name*	Name of the widget
Choose display	Notepad, small Notepad, medium Notepad, large

*Mandatory field

3.3. Email account

In the widget „Email account", an email account can be selected to get a quick overview of emails.

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Email account

Field	Description
Name*	Name of the widget
Email account*	Picklist of the email accounts which have already been created in the module Email accounts.
Choose display	Email account, small Email account, medium Email account, large

*Mandatory field

3.4. Tasks & Appointments

In the widget „Tasks & Appointments", Tasks and/or Appointments can be displayed, e.g. to get a quick overview of the current Tasks and Appointments.

Widget Tasks & Appointments

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Tasks & Appointments

Field	Description
Name*	Name of the widget
Default interval*	Today This week This month
Display	Tasks and appointment preview, Tasks small Tasks and appointment preview, Appointments small Tasks and appointment preview, medium Tasks and appointment preview, large

*Mandatory field

In the widget "Tasks & Appointments", by default only your own Tasks are displayed. The Tasks of specific groups can be shown via a popup.

After clicking the actions icon „Groups" (icon „user group"), a flyout menu opens. In this, the Tasks of all groups the user belongs to can be selected for display using a switch.

Widget „Tasks & Appointments" - Group selection

The setting for displaying group appointments is only temporarily valid. It applies only as long as no other tab on the home page is opened or the home page is left completely.

If a task is marked as done in the Tasks widget – both in the standalone Tasks widget and in the combined view – it is automatically hidden.

3.5. Tag Cloud

The widget „Tag Cloud" can be used to display tags from the system.

Widget Tag Cloud

Regardless of which view (dynamic or static) was chosen for the widget, the following applies: When a tag is clicked, a search is performed for records that are marked with this tag.

The records found are then clearly displayed by module in a list view.

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Tag Cloud

Field	Description
Name*	Name of the widget
View of the Tag Cloud*	Dynamic view Static view In the dynamic view, the size of the displayed tags is determined by their frequency. In the static view, the size of all tags is the same.
Show tags with the following visibility*	All Public Mine
Display	Tag Cloud, small Tag Cloud, medium Tag Cloud, large

*Mandatory field

3.6. Localisation

The widget „Localisation" displays the distribution of Contacts, Organizations, leads and Partners on a map.

Widget Localisation

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Localisation

Field	Description
Name*	Name of the widget
Country code to be used	Billing address Delivery address
Default display*	World Continent Country
Country	Selection of the country used for display. The selection is only available if the value „Country" was chosen in the field „Default display".
Continent	Selection of the continent used for display. The selection is only available if the value „Continent" was chosen in the field „Default display".
Filtering of the display	Organizations Contacts Leads Partner If no module is selected here, all modules are automatically displayed, otherwise only the selected ones.
Pre-filtering Organizations	Selection of a custom list view of the Organizations module which can be used as a filter. A selection can only be made if the Organizations module was selected in the field „Filtering of the display".
Pre-filtering Contacts	Selection of a custom list view of the Contacts module which can be used as a filter. A selection can only be made if the Contacts module was selected in the field „Filtering of the display".
Pre-filtering Leads	Selection of a custom list view of the Leads module which can be used as a filter. A selection can only be made if the Leads module was selected in the field „Filtering of the display".
Pre-filtering Partner	Selection of a custom list view of the Partner module which can be used as a filter. A selection can only be made if the Partner module was selected in the field „Filtering of the display".
Display	Localisation, small Localisation, medium Localisation, large

*Mandatory field

In the Localisation widget, no locations are displayed in the default display „Continent / World".

Locations are only displayed if a country is selected. To do this, click on the country on the map, or choose a country via the list in the wide widget. Zooming into the map is not sufficient.
The widget setting „Country" automatically selects the chosen country. The setting „World" or „Continent" initially does not display any locations.

3.7. Sales funnel

The sales funnel is a graphical representation of totals from the modules Deals, Sales Orders and Invoices.

Widget Sales funnel

Which fields serve as the basis for the summation can be configured individually for each module.

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Sales funnel

Field	Description
Name*	Name of the widget
Deals*	Available for selection here are all currency fields of the module which serve as the basis for the total.
Sales Orders*	Available for selection here are all currency fields of the module which serve as the basis for the total.
Invoices*	Available for selection here are all currency fields of the module which serve as the basis for the total.
Display	Sales funnel, small Sales funnel, medium Sales funnel, large

*Mandatory field

3.8. Widget group

The widget „Widget group" offers the option of displaying several widgets in one widget.

Widget Widget group

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Widget group

Field	Description
Choose display	Widget group, small Widget group, medium Widget group, large

Apart from setting the display, no further settings can be made when creating the widget.

Widgets can be dragged into and out of a widget group using drag & drop in order to add them to a widget group or to remove them from a widget group.

3.9. Report

The widget „Report" shows the records of any Report from the module of the same name.

A report can be displayed or exported directly using the corresponding action:

Widget Report - Actions

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Report

Field	Description
Name*	Name of the widget
Report*	Picklist of all available reports from the module Reports
Display	Report, small Report, medium Report, large

*Mandatory field

3.10. Chart

The widget „Chart" enables the display of a chart which was configured in the list view of a module.

Widget Chart - Line chart

Widget Chart - Pie chart

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Chart

Field	Description
Name*	Name of the widget
Chart*	Selection of the chart (see screenshot below)
Display	Chart, small horizontal bar chart Chart, medium horizontal bar chart Chart, large horizontal bar chart

*Mandatory field

Selection of the chart: After clicking the actions icon „List" in the field „Chart", the popup window „Charts" opens, in which a chart can be selected for display in the widget:

Popup Charts

Special action „Maximise widget" for charts: When a widget is edited, the action „Maximise widget" is available for the „Chart" widget in addition to the actions „Edit widget" and „Delete widget".

Using this action, a chart can be displayed maximised in a separate popup window:

Widget Chart - Maximise action

Widget Chart maximised

3.11. Cashflow

Overview

The widget „Cashflow" shows a forecast of future income and expenses over a defined period.

It serves to quickly overview a company's expected liquidity development.

The display is based on data from several system modules:

• Contracts (recurring revenue)
• Invoices
• planned instalments
• Deals from the sales pipeline
• planned costs from the controlling module Controllix

The widget helps management, sales and controlling in particular to identify and assess future Cashflow developments at an early stage.

Widget Cashflow

How it works

The chart compares income and expenses per period. This results in the expected Cashflow.

Income can come from the following sources:

• Contracts: recurring revenue from active Contracts
• Invoices: already invoiced revenue
• planned instalments: planned partial payments from projects
• Deals: potential revenue from open sales opportunities

Deals are shown as a dashed line in the chart, as this is potential and not yet secured revenue.

Expenses come from the module Controllix and can, for example, include:

• personnel costs
• license costs
• marketing costs
• rent
• depreciation
• other operating costs

Cashflow calculation

The Cashflow is calculated automatically per period:

• Cashflow = income – expenses

The result is displayed highlighted in the chart:

• Green: positive Cashflow (surplus)
• Red: negative Cashflow (deficit)

This allows critical periods to be identified quickly.

Chart types

The Cashflow widget can be displayed in three different chart types:

• Bar chart → Income and expenses are shown as bars per period. This display is particularly suitable for the direct comparison of individual periods.
• Area chart → The development of income and expenses is visualised as an area over time. This display is particularly suitable for identifying trends and developments over longer periods.
• Tabular display → Income and expenses are listed at record level in a table. Each record appears as a single row with the full date – no aggregation by month or quarter takes place. Separate CSV exports are available for income and expenses, which can be opened directly in Excel. This display is particularly suitable when the exact due date of individual items is in focus.

Configuration of the widget

After selecting the widget, the configuration settings are presented as follows:

Configuration Widget Cashflow

Field	Description
Name*	Name of the widget
Interval*	monthly quarterly
Time period*	1 year 2 years 3 years
Controllix*	Controls whether planned costs from the module Controllix are taken into account in the chart.
Deals*	Determines whether open Deals from the sales pipeline are included in the Cashflow forecast.
Filter for Deals	Status Pipeline phase Responsible sales rep Deal type Deal volume Button „Add group" Using the „Add group" function, additional data categories can be included in the chart. Examples of additional groups: marketing costs IT costs external Services additional revenue categories This allows the Cashflow analysis to be displayed in more detail.
Choose display	Cashflow, bar chart medium Cashflow, bar chart large Cashflow, area chart medium Cashflow, area chart large Cashflow, table medium Cashflow, table large

*Mandatory field

On mouseover, details of income and expenses for the respective period are displayed in a flyout window.

Widget Cashflow - Details of income and expenses

Typical use cases

• Liquidity planning → Management can identify at an early stage in which periods liquidity surpluses or shortages could arise.
• Sales management → Sales can see what influence pipeline Deals have on future liquidity.
• Budget planning → Controlling can analyse how planned costs affect the Cashflow and whether adjustments are required.