Gold-Vision has the power to add Web External Items to your Dashboards. This can be useful to link either useful web content or reporting from a Third Party tool if a web link is available.
Sharing Homepage DashboardsClick on the three dots menu to share your Dashboard with colleagues or add more Widgets.
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.
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 From A ListTo create a Table from a list, select Report from the View menu.
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…
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.