Skip to main content

How do I create a mobile widget?

You can create a mobile widget to visualize important data on an app board so users see key metrics directly in the SalesScreen mobile app. A mobile widget lets you present key data directly in the SalesScreen mobile app.

Written by Marius Ekerholt

Role
Company Admin or Manager with permission to manage dashboards/boards

Plan
All plans

Prerequisites
You must be able to open Dashboard → Manage Boards and have access to App boards.

Step 1 – Go to the Dashboard area

  1. In the left‑hand menu, click Dashboard.

Step 2 – Open Manage Boards

  1. In the top‑right corner of the Dashboard area, click Manage Boards.

Step 3 – Switch to App boards

  1. In Manage Boards, click the App boards tab at the top.

  2. You now see all available mobile boards in your company (if any exist).

Step 4 – Choose a board and add a widget

  1. Find the app board where you want to add your mobile widget.

  2. On that board, click the + button to add a new widget.

Step 5 – Select the metric and layout

  1. The Create widget – Single metric dialog opens.

  2. Click Select metric and choose the metric you want to display.

  3. Choose a layout for the widget: Bar, Number, Table or Line.

  4. Pick 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:

  1. Enable Measure towards target so the widget compares results against the target instead of only showing absolute numbers.

Step 7 – Choose how to group the data

  1. Use the View by dropdown to decide how the widget should group data, for example:

    • User

    • Team

    • Department

    • Company

    • Activity

    • Other available entities

  2. Use the filters and advanced options to specify exactly which users, teams, departments or other entities the widget should include.

Step 8 – Set the default filter

The default filter controls what the widget shows when the app board loads.

  1. Open the Filter settings.

  2. Choose one of the default filter types:

    • Custom – everyone sees the same data based on the entities you select in this wizard (for example one specific product or a fixed set of users).

    • The user – ideal for personal results/personal budget; each user sees their own numbers.

    • User’s team – shows results for each user’s team.

    • User’s department – shows results for each user’s department.

Step 9 – Choose the period

  1. Set which time period the widget should use by default.

  2. Either pick a custom date range or choose a relative period such as This month, Current week, Last week, etc.

Step 10 – Save and check the widget

  1. When you are satisfied with the configuration, click Save.

  2. Your new mobile widget appears on the chosen app board and becomes visible in the SalesScreen mobile application.

What if this doesn’t work?

I don’t see Dashboard or Manage Boards
You may not have permission to manage dashboards. Ask a Company Admin to verify your access or create the widget for you.

I don’t see the App boards tab
Your company may not have any mobile boards yet, or app boards may be disabled. Check with a Company Admin or SalesScreen Support.

The widget doesn’t show the numbers I expect

  • Confirm you selected the correct metric and View by option.

  • Check the filters, default filter and period settings to make sure the widget is including the right users/teams and date range.

Related articles

Did this answer your question?