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5. Adding a pre-defined widget

  1. Open the catalogue

    Click the — + Pre-defined Widget — drop-down at the top left of the dashboard.

  2. Pick a widget

    The list is grouped by purpose (see the table below). Click an entry and the widget is placed at the next free spot and starts loading.

  3. Save

    Open the actions menu (⋮) and choose Save Layout, or the new widget will not be there next time.

The Pre-defined Widget drop-down opened, showing grouped entries such as Top N – Customers, Performance Comparison – Table, Period Trends and Business Movement – Customers.
The widget catalogue. The same widget can be added more than once — useful for, say, Top 10 by value and by margin side by side.
GroupWidgetsGood for
My Budget ProgressGrid, or KPI CardsMonth- and year-to-date against budget for your own patch. Offered once your login is linked to a sales rep and your subscription includes Budget.
Top N – Customers / ProductsTop 10 by Value (MTD), Margin (YTD), Lines, UnitsWho and what is carrying the period.
Performance ComparisonMonth / Quarter / Year to Date, as a table, KPI cards or an indexed chartThis period against the same period last year.
Period TrendsSales Trend (chart); Value & Margin – 3 MonthsThe shape of the last year, or the last quarter month by month.
Business Movement – CustomersBusiness Increases, Business Declines, New Business Sources, Stopped Business, Lapsed Products by CustomerA call list: who is growing, fading, new, gone or overdue.
SWOT Lookup WidgetsCustomer SWOT, Product SWOTA one-customer or one-product SWOT summary before a call.
Dynamic Reports – pre-configuredRevenue by Month, Margin by Product, Units by Sales RepOne-click launch into a ready-made Dynamic Report.
Quick Links & AlertsQuick Links – Reports / Admin, My Favourites, Alert Ticker StreamShortcuts, your saved reports, and a scrolling feed of notable sales events.