Step 1 – Go to the Dashboard area
To create a new mobile widget, first go to the Dashboard area of SalesScreen.
Click Dashboard in the left‑hand menu.
Step 2 – Open Manage Boards
Once you are in the Dashboard area, click the Manage Boards button in the top‑right corner.
Step 3 – Switch to App boards
In the Manage Boards view, click the App boards tab at the top.
You are now presented with all available mobile boards in your company (if you have any).
Step 4 – Choose a board and add a widget
Find the board where you want to add your mobile widget.
Click the + button on that board to add a new widget.
Step 5 – Select the metric
The Create widget – Single metric dialog opens.
Choose the correct metric for this widget by clicking Select Metric and picking the metric you want to display.
Our widgets come in four different layouts:
Bar
Number
Table
Line
Select the layout that best fits how you want to show your data.
Step 6 – Configure a budget progression widget (optional)
If you are building a budget progression widget, enable Measure towards target so the widget compares results against the target.
Step 7 – Choose how to group the data
Next, decide how the widget should group data:
By User
By Team
By Department
By Company
By Activity
By other available entities
Use the View by dropdown to select the grouping.
From here on, you specify exactly which users, teams, departments or other entities the widget should take into account using the filters and advanced options.
Step 8 – Set the default filter
The default filter controls who the widget will show numbers for when the mobile widget board loads.
Open the filter settings and choose the default filter type.
The options for default filter are:
Custom:
The widget shows the same data for everyone, based on the entities you select in this wizard (for example, one specific product or a subset of users).The user:
Ideal for personal results or personal budget progression.
When the widget loads, each user sees numbers for themselves (user A sees A’s numbers, user B sees B’s numbers, and so on).User's team:
Similar to The user, but shows results for the user’s team as a whole.User's department:
Similar to The user, but shows results for the user’s department as a whole.
Step 9 – Choose the period
Finally, set which time period the widget should use by default.
You can select a custom date range, or choose a relative period such as This month, Current week, Last week, etc.
Once you are satisfied with the configuration, save the widget.
Your new mobile widget will now appear on the chosen app board and be visible in the SalesScreen mobile application.