The following types of dashboard tiles are available in Creatio:
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Chart displays information on dynamics and/or percentages, such as monthly sales dynamics or distribution of customers by industry. Read more >>>
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Metric displays a single numeric value, for example, the total number of current employees. Read more >>>
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List displays a list of Creatio records with specific settings, such as displayed columns, filter, sorting and record limit. For example, the list can display top 3 efficient employees of your company. Read more >>>
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Pivot table is a view option provided for the dashboards of the “List” type. It displays data as a table with grouping fields in its rows and columns. The intersected cells display the calculated summary data. Read more >>>
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Widget enables to apply additional widgets set up by a developer, such as exchange rate or weather widgets. Read more >>>
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Gauge displays a single numeric value (much like “Metric” tiles) on a custom scale, which shows whether the value is “good” (green), “average” (yellow) or “bad” (red). This type of tile is great for displaying KPIs, such as average duration of employee’s calls, number of uncompleted activities, etc. Read more >>>
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Web page displays a web page as a dashboard tile. For example, you can add a search engine page, an online currency converter or your corporate website page to a dashboard tab. Read more >>>
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Sales pipeline helps to analyze transition of Creatio opportunity records through stages (i.e. how many opportunities have moved from the “Qualification” to the “Presentation” stage, etc.) during a specific period of time. This dashboard tile is available in Creatio products that contain the [Opportunities] section. Read more >>>
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Full pipeline helps to analyze the complete life cycle of a customer need in Creatio by tracking both the lead and opportunity stages based on the lead conversion through stages within one pipeline (i.e. how many customer needs have gone all the way from the lead “Qualification” stage to the “Closed won” opportunity stage) during a specific period of time. This dashboard tile is available in Creatio products that contain the [Opportunities] section. Read more >>>
Note
If your company employees use different Creatio localizations, make sure you set up the dashboards in English (the “base”) localization to enable common access. A dashboard configured in any other language will not be available for users who work with other Creatio localizations (“cultures”).
Contents
•The “Sales pipeline” dashboard tile
•The “Full pipeline” dashboard tile
See also
Video tutorials
