A mobile widget will let you present important data in the mobile application.
To create a new mobile widget you first need to access the Dashboard area of SalesScreen. Find it by clicking the Dashboard link located on the left side menu:
Once you are in the Dashboard area, click the Manage Boards button:
Continue by clicking the "app boards" in the top.
You are now presented with all available boards in your company, if you have any.
Click the +-button on the board you want to put a widget on. Here we have a test to show you, but as you can also see the boards that are already there:
Choose the correct metric for this widget:
Our widgets come in four different layouts:
Budget progression widget:
Just press the Measure by target.
From here on, you get to specify exactly what users, teams, departments or other entities the widget should take into account:
The default filter for each widget will determine who the widget will show numbers for on the initial load of the mobile widget board.
The options for default filter are:
Custom: The widget will show the same for everyone, based on what kind of entities you filter out in this wizard. Should this widget show numbers for one specific product or just a subset of users, regardless of who loads the board/widget? Choose this option.
The user: This option is valuable if you want to create a widget for e.g. personal results or personal budget progression. If you configure the widget with this option, user A will get numbers for user A when he/she loads the widget, and user B will get results for user B when he/she loads the widget.
User's team: Similar to The user, but choose this one if you want numbers to be displayed for the team as a whole.
User's department: Similar to The user, but choose this one if you want numbers to be displayed for the department as a whole.
You can also either set a custom period or for example "this month":
