An Interactive Dashboard allows a user to simplify their daily tasks and activity management by providing them with an intuitive workspace that contains their key information. Information from Sage CRM, Sage ERP and external systems like social media feeds are presented together in one place. A user gains a real-time view of customer information and business activity without having to switch between screens.
The Interactive Dashboard allows a user to
- Monitor opportunities and pipelines
- Manage calendars and appointments
- Engage with key social media channels
- Manage key accounts from one place
Getting started
- Info Managers and System Administrators can share Gadgets with colleagues
- Viewing My Leads on the Interactive Dashboard
- Linking Gadgets on the Interactive Dashboard
- Creating Shortcuts from Your Interactive Dashboard Gadgets
- Using A Company Interactive Dashboard to Create a Person Summary Screen
- How to create a new view, then build a report using that view which is then in turn used as the basis of a List Gadget in an interactive Dashboard
- How to filter an Interactive Dashboard List Gadget by non-text field e.g. Security Territory
Types of Gadgets
- Getting to grips with gadgets - List Gadget
- Add a Calendar Gadget to an Interactive Dashboard
- Using a Website gadget to include a custom script page in an Interactive Dashboard
- Creating Interactive Dashboard List Gadgets for Custom Entities
- Sage CRM 2021 R2: New Quote Dashboard Template
SData Gadgets
- Making an External Table Available as an SData Gadget in the Interactive Dashboard
- Building an SData Gadget to view current users
- SData gadgets on the Interactive Dashboard
- Examples of Sage 50cloud Interactive Dashboards you can build in Sage CRM (using SData List and SData Record Summary Gadgets)
Custom Gadgets
- Creating a Simple Custom Gadget
- An Example Custom Gadget for the Interactive Dashboard
- What Traditional Context Information is Passed to a Custom Gadget by the Interactive Dashboard?
- Controlling the Data Passed to Custom Gadgets in the Interactive Dashboard
Troubleshooting Dashboards
- Interactive Dashboards only work internally, not externally
- If the Interactive Dashboard refuses to work, this could be a port conflict.
- Interactive Dashboard URL Blacklist
- Interactive Dashboard performance can be affected by careless IIS configuration - sanity check every time
- If the Interactive Dashboard refuses to work, this could an error in the JDBC configuration