Set up dashboards
Once you add a dashboard to a section or to a record page, you can start setting up dashboard tiles. Creatio includes many dashboard tiles fit for a wide variety of analytical business tasks:
- Chart. You can use it to clearly display dynamics and percentages, for instance, monthly sales dynamics or customer distribution by industry. Read more >>>
- Metric. You can use it to display a single numeric value, for example, the total number of current employees. Read more >>>
- List. You can use it to display a custom list of Creatio records, for example, top 3 employees. Read more >>>
- Pivot table. This is a view option for “List” tiles. You can use it to display data as a table with grouping fields in its rows and columns. The intersected cells display the calculated summary data. Read more >>>
- Widget. You can use it to embed custom widgets set up by a developer, such as exchange rates or weather forecasts. Read more >>>
- Gauge. You can use it to display a single numeric value relative to a custom scale. It is great for tracking KPIs, such as the number of agent calls. Read more >>>
- Web page. You can use it to display a web page as a dashboard tile. It can be a search engine page, an online currency converter, or your corporate web site. Read more >>>
- Sales pipeline. You can use it to analyze the stage-based opportunity funnel for a specific time period. This dashboard tile is available in Creatio products that include the Opportunities section. Read more >>>
- Full pipeline. You can use it to analyze the complete life cycle of a customer need in Creatio by tracking the corresponding lead and opportunity stages for a specific time period. This dashboard tile is available in Creatio products that include the Opportunities section. Read more >>>
If your company employees use different Creatio localizations (“cultures”), you need to set up the dashboards and tiles in the base culture to let everyone access them. Dashboards configured in a different localization will not be available for users working with another culture.
Set up chart
The “Chart” dashboard tile displays Creatio dynamics and percentages. For example, you can use a chart to display the distribution of events by types (Fig. 1).
Learn more: Analyze chart.
Chart setup procedure
You can customize the chart's parameters on the setup page. (Fig. 2).
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Fill out the fields at the top of the page:
- Title – the chart name that will be displayed on the dashboard tile. This is a required field.
- X-axis label and Y-axis label – the labels of X and Y axes on the chart. These fields are only displayed for charts with axes (“Spline,” “Line,” “Area chart,” and “Scatter chart”).
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Fill out the fields in the What to display field group:
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Object – a Creatio object (a section, a detail, or a lookup) to be used as a data source. For example, select the “Activity” object to calculate the average call duration (calls are activities of the “Call” category). This is a required field.
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Function – how the chart will process the source data. This is a required field. You can choose among the following options:
- “count” – use this option to generate a chart by the number of Creatio object's records. For example, you can check the number of activities by type.
- “maximum,” “minimum,” and “average” – use these options the check the corresponding values of the data source's numeric column or a date column. For example, you can calculate the average employee activity duration.
- “sum” – use this option to display the sum of values in a numeric column. For instance, you can calculate the duration of employee's activities within a week.
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Column – a column the function will use for the calculations. You can specify a numeric or a date column. For example, specify the “Duration (minutes)” column to calculate the average call duration by manager (Fig. 3). This field will not display if you select “count” in the Function field. This is a required field for all the other options.
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Chart type – the chart's structure, for example, “Bar chart” or “Pie chart.” This is a required field.
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With stacked – select this checkbox to display the chart as a stacked area chart. These kinds of charts display each column/bar as a total sum of separate data categories. The size of each column is proportionate to the value of the corresponding data element. Stacked area charts are useful if you need to compare not only the separate data values but also the total sums. For example, the chart can simultaneously display the total sum of opportunity amounts on each stage by different employees or the contribution of each stage to the total sum.
The With stacked checkbox displays for the “Column” and “Bar” chart types. If you set up a chart with several series, they will share the same With stacked value. For instance, if you select this checkbox for one of the series, the chart will automatically select it for all the other series with the “Column” or “Bar” chart types. Similarly, if you deselect it in one of the series, the chart will automatically deselect them for all the other series.
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Show legend – select the checkbox to display the chart's legend. The legend displays the chart color and the text from the Index number caption field at the bottom of the chart setup page. If the Index number caption field is empty, the legend displays the name of the object used as a data source.
The Show legend checkbox displays for the following chart types: “Spline,” “Line,” “Bar,” “Area,” “Column,” or “Scatter.”
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Fill out the fields in the How to group field group.
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Column – the column by which the chart values are grouped. Every value of this column will be a separate chart element: bar, sector, etc. This is a required field. For instance, to calculate the number of new activities within a specific time period, set the field to “Created on.” You can group data by any column of the chart's object.
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Format – the date format the chart will use, for example, “Week” or “Month & year.” This field is displayed if you select a date column in the Column field of the How to group block. For example, to review the number of new activities by month, specify “Month & year” in the Format field and “Created on” in the Column field (Fig. 4).
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Use empty value – if you select this checkbox, the chart will include the records with an empty grouping column (Fig. 5).
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Fill out the fields in the How to sort field group:
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Sort by – the value by which the chart elements are sorted. For instance, the “Activities by owner” chart groups the values by the Owner field. Each chart block in this chart represents a number of activities. Select “By grouping field” to sort the chart elements alphabetically (in this case by the Owner field) or select “By selection result” to sort them by the number of activities.
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Sorting order – determines the display order of the chart values. For instance, select “Ascending” to display the values in alphabetical order (Fig. 6).
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Specify the data filtering conditions in the How to filter field group.
For example, set the time frame in the filter conditions, such as “Created on = Current month,” to create a chart that shows how many contacts were added within a specific time period (Fig. 7).
The filter becomes available once you fill out the Object field.
noteLearn more about the advanced filter in the Filters article.
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Fill out the fields in the How to associate with section data field group:
Connect … object with … section by field – fill out the field if you need to apply the filters set in the section itself to the chart data. If you leave this field empty, the chart will ignore the section filters. The field is populated automatically if you use the object of the dashboard's record page as the chart's data source. The field becomes available after you fill out the Object field. It does not display when setting up charts in the Dashboards section.
Let's take a more in-depth look at the several possible relations between the chart and the section records:
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The chart uses the current section's records (the chart object matches the section object). For example, you create a chart in the Activities section and select “Activity” in the Object field. In this case, the connection field is automatically populated with the Id column.
If you select the Id in the field (Fig. 8), the chart will use the records that correspond to the section's filter conditions. For example, if you apply a filter by completed activities, the chart will only display the data for the completed activities.
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