September 21, 2023. Molly Lyons
Creating a sales dashboard
Dashboards are accessible via your Gold-Vision home page, you’ll see the home tab as the active tab, and you may have other tabs (or dashboards) already present. These are separate dashboards that you can either build yourself or add from a list of dashboards created by other users, and shared. Dashboards will be covered in more detail in our next course but for the sake of this lesson, we will be showing you how to put together sales dashboard.
Step-by-step: How to create a dashboard
- To create a sales dashboard, click into the Sales, Opportunities or Quotes area of Gold-Vision through the via the burger menu on the left-hand side of the screen.
- In this Example, you are going to use ‘Opportunities’ to create a sales dashboard.
- Go to the views button, and select Reports.
- Here you can set filters for the widgets that will be created, so let’s set the created date to ‘this year’ and set the state to ‘Closed – Won’.
- Then click on ‘Create New Widget’ at the top of your screen, which will open the ‘Configure Widget’ view. Here you can see that the data source for the widget is ‘Opportunities’, and the filters available are directly related to this source.
- Next, you need to select the ‘Widget Type’. There are 3 different options, ‘Chart, Table or Count’, for this example we are going to select ‘Count’.
- You need to change the Y-Axis to ‘Local Value’ and ‘Sum’. This will create a count widget showing the Total Sales for this year.
- Next, give your widget a name. Let’s call it ‘Total Sales – 2023’.
- Here you can also make the widget shared by ticking the check-box. This means that other users can build their own dashboard and include this widget, and you can also set the theme colour to give the widget a background.
- Click save and your widget will be visible.
- From this same view you can also ‘Pin to Home Page Dashboard’.
- Let’s call it ‘Total Sales – 2023’ and pin to an ‘Existing’ dashboard and select the Dashboard from the dropdown. Let’s select the ‘Sales’ one.
- If you click on the homepage now, you will see the widget added to the ‘Sales’ dashboard.
Step-by-step: Creating widgets within an existing dashboard
- You can also add widgets directly from your dashboard.
- Let’s create a few directly from the ‘Sales’ Dashboard.
- Click the 3 dots on the top right of the Dashboard and select ‘Create New Widget’.
- Set the data source as ‘Sales’ and then select target chart.
- As we only want to see 2023 sales we are going to set the ‘Actual Close Date’ filter to ‘This Year’.
- For this example we are going to create a Guage Chart.
- Name the widget to ‘Sale Gauge Chart – 2023’ and pick the Y-Axis to be ‘Local Sales Value’ and ‘Sum’.
- Then you will need to set some thresholds for the gauge chart. The ‘Min’ you can set to your lowest value, lets set it to 10,000 and then set threshold 1 to 40,000 , threshold 2 to 80,000 , threshold 3 to 150,000 and then the max as 200,000.
- You can also set the colours for the thresholds – here are are going to set Min as red, threshold 1 as amber, threshold 2 as blue and threshold 3 as green.
- Click on save and your gauge chart will appear.
- You can then rearrange or resize the widget to then move it to wherever you want on the dashboard.