In Home Dashboard the user can add a widget from the relevant action on the menu which appears when clicking on the photo on the top right corner.
Relation Types
Virtual Lounge
| Type | Name | Description | Component | Resource Key | Business Case |
|---|---|---|---|---|---|
| Admin | Workflow List1 | View, edit and configure Workflows, using the Workflow Designer | Tile Link Widget | ||
| Admin | Workflow Session List1 | View and configure Sessions related to Workflows | Tile Link Widget | ||
| Whole Sales | Whole Sales User Opportunities | The number of Whole Sales Opportunities assigned to you at the moment | Count Link Widget | ||
| Whole Sales | Whole Sales User Leads | The number of Whole Sales Leads assigned to you at the moment | Count Link Widget | ||
| Whole Sales | Whole Sales Active User Opportunities | View all Active Whole Sales Opportunities created by or assigned to you, and quick-edit their current Workflow or other details | Count Link Widget | ||
| Whole Sales | Whole Sales Active User Leads | View all Active Whole Sales Leads created by or assigned to you, and quick-edit their current Workflow or other details | Count Link Widget | ||
| Whole Sales | Whole Sale Opportunities | Grid List | |||
| Whole Sales | Whole Sale Leads | Grid List | |||
| Weather | Current weather conditions, at a glance | Weather | OD0003313 | ||
| Vehicles Inventory | View all Vehicles and filter results by Status, Make, Model, Registration Date, Mileage, Price and other criteria | Tile Link Widget | |||
| Admin | Users Logins List1 | View, edit, create and remove User Logins, including the Domains and Locations where Users are allowed to log in | Tile Link Widget | ||
| Admin | Users List1 | View, edit, create and remove Users | Tile Link Widget | ||
| Unassigned | Unassigned Purchase Leads | View & select purchase leads that are not yet assigned to a Sales Advisor | Tile Link Widget | ||
| Unassigned | Unassigned Opportunities | View & select opportunities that are not yet assigned to a Sales Advisor | Tile Link Widget | ||
| Unassigned | Unassigned Leads | View & select leads that are not yet assigned to a Sales Advisor | Tile Link Widget | ||
| Unassigned | Unassigned Complaints | View & select complaints that are not yet assigned to a Sales Advisor | Tile Link Widget | ||
| Admin | UI Activity Group1 | View, edit and configure the user interface and interactions within Workflows, based on Groups. | Tile Link Widget | 12036 | |
| Sales Person Performants | Your top-three performing Sales Persons by revenue generated (Opportunities Won) | Custom Razor View | OD0001904 | ||
After sales | Today's Delivered Job Cards | Job Cards assigned to the user that were delivered today | Count Link Widget | OD0011095 | 12280 |
| Today's Appointments | Appointments assigned to the user that have today's date as Appointment Date | Count Link Widget | OD0011093 | 12280 | |
| Test Drive Calendar | Tile Link Widget | OD0004045 | 12080 | ||
| Admin | Tenants List 1 | View, edit and configure Tenants | Tile Link Widget | 12036 | |
| Admin | Teams List 1 | View, edit and configure Teams for reporting purposes | Tile Link Widget | ||
| Admin | State Attribute 1 | View and edit the States within Workflows, such as Initial Visit, Phone and Email Follow-up etc | Tile Link Widget | 12036 | |
| Team Overdue Activities | Grid List | OD0006265 | |||
| Admin | Stage Group 1 | Manager View | Grid List | OD0006265 | |
| Sales Persons | Tile Link Widget | ||||
| Sales Areas List | View all Sales Persons managed by you. Access their Calendar, KPIs, Leads, Opportunities, Absence Requests and other data, including collaboration tools | Tile Link Widget | OD0001890 | 1630 | |
| Admin | Roles List 1 | View, edit and configure Roles | Tile Link Widget | 12036 | |
| Relation Types | Relations list | Grid List | OD0010059 | ||
| After Sales | Ready For Delivery | Job Cards assigned to the user filtered by their Stage | Count Link Widget | OD0011331 | 12280 |
| Overdue Activities | Grid List | OD0006264 | |||
| Opportunities | The number of Opportunities assigned to you at the moment | Count Link Widget | OD0000638 | 1550 | |
| Opportunities | Opportunity reassignment | Tile Link Widget | OD0000638 | 1530 | |
| Open Team Tasks | Shows the number of open tasks assigned to a team of the current user | Count Link Widget | OD0011358 | 12311 | |
| Omni - Channel | Omni-channel - My Account | The My Account administrator panel, where you can manage your Organizations my Account | Omni Channel Tile Link User Token Widget | ||
| Omni - Channel | Omni-channel - Campaigns | Link to the Campaigns Management app, where you can plan and execute effective omni-channel campaigns | Omni Channel Tile Link User Token Widget | OD0001894 | |
| Omni - Channel | Omni-channel - Call Center - Agent | Omni Channel Tile Link User Token Widget | |||
| Omni - Channel | Omni-channel - Call Center - Manager | Omni Channel Tile Link User Token Widget | |||
| Top Open Deals | Your Open Opportunities, by descending amount (bigger Opportunities first) | OD0001895 | |||
| Top Hot Deals | Your Open Opportunities, by descending temperature (Deal Thermometer). Opportunities closer to Won are the Hottest | ||||
| Notifications | Your most recent Notifications | Grid List | OD0000043 | ||
| New WhatsApp Messages | Unread WhatsApp messages from business partners | Grid List | OD0013046 | ||
| My Tasks | View and quick-edit all Tasks created by or assigned to you | MyTasks | OD0000406 | 1610 | |
| My Tasks | The number of open Tasks you have at the moment | Count Link Widget | OD0000406 | 1610 | |
| My Opportunities | View all Opportunities created by or assigned to you, and quick-edit their current Workflow | Grid List | OD0004398 | 12097 | |
| Leads | View all Active Leads created by or assigned to you, and quick-edit their current Workflow or other details | Grid List | OD0004397 | 12097 | |
| My Bookmarks | Create, organize and view Bookmarks to your favorite web locations | My Bookmarks | |||
| My Agenda | View your agenda, updated with all personal or sales-related activities created by or assigned to you and keep track of upcoming tasks | Agenda | OD0001908 | ||
| Admin | Locations List | View, edit and configure or remove all Companies and Branches Locations | Tile Link Widget | 12036 | |
| List of Open Team Tasks | Shows list of open tasks assigned to a team of the current user | Full Grid List | OD0011359 | 12311 | |
| Leads | Current Sales Person Leads | Grid List | OD0000fa-IR5 | 1551 | |
| Leads | View all Active Leads created by or assigned to you, and quick-edit their current Workflow or other details | Grid List | OD0000fa-IR5 | 1551 | |
| After Sales | Job Cards In Progress (all) | Job Cards filtered by their Stage | Count Link Widget | OD0011090 | 12281 |
| After Sales | Job Cards Checked In (all) | ||||
| After Sales | Job Cards (all) | Job Cards filtered by their Stage | Count Link Widget | OD0011086 | 12281 |
| After Sales | Job Cards | Shows the open job cards | Full Grid List | OD0000319 | 12161 |
| After Sales | Job Cards | Job Cards assigned to the user filtered by their Stage | Count Link Widget | OD0000319 | 12280 |
| Admin | Inquiry Workflow Selection | View and configure all Inquiry Workflows | Tile Link Widget | 12036 | |
| After Sales | In Progress | Job Cards assigned to the user filtered by their Stage | Count Link Widget | OD0007618 | 12280 |
| Admin | Groups List | View, edit and configure Groups within each Domain | Tile Link Widget | 12036 | |
| Admin | Entity Dimensions List | View, edit, create, configure or remove Entity Dimensions in your Organization, for filtering purposes | Tile Link Widget | 12036 | |
| Contact Persons | View, edit and configure all Contact Persons created by or assigned to you | Tile Link Widget | OD0000fa-IR3 | ||
| Admin | Companies List | View, edit and configure all Companies | Tile Link Widget | 12036 | |
| After Sales | Checked In | Job Cards assigned to the user filtered by their Stage | Count Link Widget | OD0011332 | 12280 |
| Calendar | View the company calendar, updated with all personal or sales-related activities created by or assigned to you and keep track of upcoming tasks | Tile Link Widget | OD0000686 | ||
| Business Partners | View, edit and configure Business Partners such as Leads and Customers | Tile Link Widget | OD0000569 | ||
| Admin | Business Cases List | View, edit and configure Business Cases | Tile Link Widget | 12036 | |
| Branches List | View, edit and configure this Company's Branches, including initial set-up, team creation, passwords set-up and more | Tile Link Widget | 12036 | ||
| Birthday List | Current Sales Person Contact Persons Birthday List | Birthdays | OD0010916 | ||
| Autohaus Reisacher GmbH | Your Facebook page and latest posts, at a glance | Facebook Page Box | |||
| Appointments | Pending appointments | Grid List | OD0009601 | 12161 | |
| Announcements Link | View a list of company-wide Announcements | Announcement Tile Link Widget | |||
| Announcements | View a list of company-wide Announcements | Grid List | OD0001586 | ||
| Admin | Activity Type | View and configure Activities within Workflows | Tile Link Widget | 12036 | |
| Activities | Reassign Activities between Sales Persons | Tile Link Widget | COMM00022 | ||
| Active Campaigns | Grid List | OD0012888 | |||
| Admin | Action Container Grid List | View and quick-edit all Sales Cases created by or assigned to you, updating their Workflows with Activities | Grid List | OD0003441 | |
| Virtual Lounge | Show list of Business Partners in Virtual Lounge | Grid List | |||
| E-mail Channel Performance | Displays the campaign performance by e-mail statistics | Custom Razor View | |||
| Admin | Domains List 1 | View, edit and configure all Domains | Tile Link Widget | 12036 | |
| Opportunities | Opportunity reassignment | Tile Link Widget | OD0000638 | 1530 | |
| Workshop Dispotool Utilization | CustomRazorView | OD0012946 | 12177 | ||
| Today's Delivered Job Cards (all) | Job Cards that were delivered Today | CountLinkWidget | OD0011102 | 12281 | |
| Today's Appointments (all) | Appointments that have today's date as Appointment Date | CountLinkWidget | OD0011100 | 12281 | |
| The most recent Publications | Linq Grid List | OD0006597 | |||
| Job Cards Ready For Delivery (all) | Job Cards filtered by their Stage | CountLinkWidget | OD0011092 | 12281 |