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The intelligence panel that was introduced in Sugar 7 not only displays dashlets alongside list views, but it has given us more ways to customize Sugar to provide the most relevant information to users.
Then intelligence panel gives users a quick snapshot of all the records in a module by displaying an assortment of dashlets including:
When a user adds a filter, the data changes accordingly. In the image below, I filtered the leads list view to only show leads assigned to me--so the dashlets on the side reflect only leads assigned to be broken down into a lead source, rather than all lead records in the system.
WIth no filters, the dynamic dashlet currently displays a chart of all the data.
After adding the filter "Texas", the dynamic dashlet includes only Texas records in the chart.
This functionality doesn’t come out-of-the-box with Sugar and is a customization we created to increase the power of intelligence panel dashlets. For more information on this customization or other dashlet projects, contact us here.