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7 Tips for Working With Sugar’s Dashboards and Dashlets

by Audrey Perrad on September 7, 2016

4 minute read

Sugar provides a high level of customization for its user interface like it’s Dashboards and the Intelligence Panel. These features allow users to get valuable information from within the home page or a record view. With the Intelligence Panel, you can display data on the right side of the screen from any data source, internal or external and using a variety of visualization types. Here you’ll find seven simple tips to help you work with Dashlets, Dashboards and the Intelligence Panel within Sugar.

1. Define User Groups

Before starting anything, you must answer the following question: who will use this Dashboard or Dashlets, and what will they do with them? Then you can create a “persona” for groups of people sharing the same needs or interests. The more personalized your dashboard is for that group, the more useful it will be.

2. Evaluate Relevant Information for Each Group

Once you have established different groups, you need to focus on finding out the most relevant and valuable indicators related to their objectives. Each user group must define what kind of information they need; your team will probably have lots of ideas when it comes to indicators, but you need to focus on selecting the most valuable indicators. For instance, your support team will need access to their agenda to see their daily Tasks, Cases assigned to the current user and Cases by status or priority.

3. Use Dynamic Filters

When you configure Dashlets it is useful to add interactivity, which is why we advise you to use dynamic (or run-time) filters such as “Assigned to” or “Status” to explore more data.

4. Use the Intelligence Panel to Contextualize Your Dashboards

Create a contextualized Dashboard in the Intelligence Panel for each record type in your CRM. For example, don’t limit custom Dashlets to just your home page Dashboard, but also to Leads, Opportunities, Cases, and custom modules you might have

. Intelligence Panel  screenshot

5. Create a User-Friendly Dashboard

There is no point in accumulating pie charts, diagrams and others widgets that will complicate the navigation and distract users. Keep it simple: your Dashboard needs to be as clean and clear as possible. We advise you to use three Dashlets per row for an efficient dashboard, but more importantly, make sure the numbers of rows and columns best fits the data you are trying to display.

6. Using Dashboard Template Deployer Module

Synolia developed an add-on that enables the creation and deployment of dashboard templates (Home Page & Intelligence Panel) in just a few seconds. On-boarding new users or push out changes for existing users has never been easier!

Sales template screenshot

You can copy templates from an existing user and can push a template to one or multiple users. For the deployment, you can use the Role feature to a group of users previously defined.

7. Be Creative

Even if Sugar comes with several relevant Dashlets out-of-the-box, remember that Sugar allows you to design new Dashlets from scratch: weather forecast based on business indicators, sales map, charts based on external information (e.g. coming from your ERP or other data source). Don’t forget to be creative.

Your dashboards are quickly deployed thanks to these seven tips and Synolia's Dashboard Template Deployer. You might then ask, “what now?” Well, keep in mind that a dashboard is not static; while users may come up with new ideas to deal with data, you might need to allow resources and time to update and develop your dashboards according to their new needs. To learn more about Synolia’s Dashboard deployer, reach out to W-Systems here.

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