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Articles tagged "widget" returned 7 results.

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Managing Home Page Dashboards

Sharing Homepage DashboardsClick on the three dots menu to share your Dashboard with colleagues or add more Widgets.

How to create a Home Page Dashboard

Home Page Dashboards (Tabs) can be used to display widgets and lists in a dynamic view.Click on the Gold-Vision logo (top left of the screen) or use the View menu.Creating TabsClick New Tab and enter a name for your Home Page Dashboard. 

Creating A Target Chart

Charts, tables and counts are known as Widgets and can be created from lists or Home Pages.Target charts are a special type of chart that show performance against  Product Sales, Leads, Appointments and Activities or Product Group targets. 

Creating A Table

Creating A Table From A ListTo create a Table from a list, select Report from the View menu.

Creating A Gauge Chart

What are Gauge Charts Gauge charts are a special type of Target Chart that measure the performance of Gold-Vision items e.g. Sales against a set goal. These charts are show users at a glance whether values are falling within an acceptable value or the outside acceptable value. Users can create Gauge Charts from for all…

Creating A Count

Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Count From A ListTo create a Count from a list, select Report from the View menu.

Creating A Chart

Charts, tables and counts, known as Widgets, can be created from lists or Home Pages. Creating A Chart From A ListTo create a chart from a list, select Report from the View menu.