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Dashboard

Last post 03-14-2008, 8:16 PM by Mike Spragg. 5 replies.
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  •  10-19-2007, 4:42 PM 524

    Dashboard

    Maybe I'm the only one, but I have no idea how to get started with the Sales Dashboard.  All the information is blank and I can't find anyway to add anything!!!

    This site ROCKS!! Party!!!

  •  10-19-2007, 5:20 PM 527 in reply to 524

    Re: Dashboard

    Hi Ramin,

    Thanks for the suggestion and the compliment!  Big Smile I will discuss a possible Dashboards Workshop with Dale and I'll let you know what we come up with.

    -Brianna

  •  10-22-2007, 7:22 AM 528 in reply to 524

    Re: Dashboard

    The dashboard is all data driven. try adding some opportunities, only make sure you have a sales process or the pipeline will look really boring.
  •  02-28-2008, 4:41 AM 811 in reply to 528

    Re: Dashboard

    Hi,

     Is writing an sql statement the the only way to bind the data to the charts in the dashboard?

    Are there any wizards or way round to bind the data to the charts?

    Thanks,

    a. 

     


     

  •  02-28-2008, 8:46 AM 812 in reply to 811

    Re: Dashboard

    Alex:

    Is writing an sql statement the the only way to bind the data to the charts in the dashboard?

    Are there any wizards or way round to bind the data to the charts?

    Hi Alex,

    There are no wizards. The dashboards are a completely different animal as far as customization goes. There are several XML files that are loaded at runtime that define how the dashboards are constructed and the data that is loaded. It is a bit technical in nature and not quite a topic for this site. It is however, a perfect question for slxdeveloper.com which is a site devoted to the more technical aspects of SLX and customization. For more details on customizing the dashboards post your question there.

    See you there.

    Ryan

  •  03-14-2008, 8:16 PM 859 in reply to 528

    Re: Dashboard

    You don't need a sales process at all - you can get by with the simple status/update of an opp. The pipeline looks boring (all gray) simpler because SLX expects a sales process. If you don't want the overhead of doing that - you can modify this as shown below.

    Now, the pipeline is colour based on the opp.status and not the sp status. Have fun !

     ---------------------
    Pipeline Colouring
    ---------------------
    To override the stage color order you can change the following  VB script plug-in   "Sales Dashboard:Pipeline Support" and exit out of the SetColorAndOrder sub routine. 
     
    Sub SetColorAndOrder(objRS)
      --> Exit Sub
       Dim i
       Dim stageNumber
       If objRS.RecordCount > 0 then
         objRS.MoveFirst
       End If
       For i = 0 to objRS.RecordCount-1
           stageNumber = GetStageNumber(objRS.Fields("NAME").Value) 'DNL
           objRS.Fields("Order").Value = stageNumber 'DNL
           objRS.Fields("Color").Value = GetStageColor(stageNumber) 'DNL
           objRS.MoveNext
       Next
     
       objRS.Sort = "Order Asc, Name Desc" 'DNL
     
    End Sub 

     

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