In NetHunt CRM the Dashboard is used to monitor some essential CRM data to provide a quick and easy overview of current business performance using different widgets.
So what are the different widgets that you can have and what can they give you?
There are two types of widgets on NetHunt Dashboard - System Widgets and Custom Widgets (based on Reports)
To access the Dashboard, click on your workspace's name in the left side NetHunt panel (marked with red box on the screenshot below). There you will see 3 System Widgets and 2 blue buttons (marked with arrows) allowing you to add Custom Widgets.
The three System Widgets are Folders widget, Team&Permissions Widget and Subscription widget.
The Folders widget
Shows you all the folders that you have in your workspace (even those hidden from the left navigation panel), gives you full access to folder settings (Gears icon in the top right corner) and allows adding new folders ("Create Folder" button in the bottom).
Team & Permissions widget
Shows the overview of all the users in your workspace, gives you the ability to Invite New Users (button in the bottom) and manage user roles and permissions (gears icon in the top right).
My Agenda widget
This widget will show you all your upcoming tasks, their due time, priority and records associated to. From here you would also be able to create new tasks by clicking on the "+" button in the right upper part of the widget.
Shows the data on your current Subscription Plan, gives you some useful stats and allows to Change Your Subscription Plan or Subscribe if you haven't yet.
You can reorganize the widgets order by hovering over the widget you want to move and clicking and holding the six dots button. This way you'll be able to drag&drop your favorite widgets (once you have more of them) to the top of your Dashboard.
Now, let's take a look at the Custom Widgets.
When you click on the blue "Add Widget" button, you'll be able to choose what Report your new widget will be based on: User Activity, Pipeline or Goals (click on any of them to learn more details on the reports themselves)
Next, you will have to choose an existing report or create a new one to base the widget data upon.
Here is an example of the Pipeline and Goals report widgets:
Please note: If you have a particular custom widget idea in mind, make sure to create a respective report providing underlying data for the widget. Pay special attention to the Data Range in your reports as you can not choose it in the widget creating window.
Haven’t found the answers you’re looking for? Ask our User Community.