How to Modify Widget Settings
Widgets display information on the home page to allow users to track company performance on a daily, weekly, or monthly schedule. Most widgets can be modified to display the specific criteria you would like. Below is a list of all modifiable widgets and instructions on how to modify each.
*Go to Setup > Environment > Widget Settings
1. Company Goals: This widget can be modified and set standards for Daily, Weekly, Monthly and Payment Amount. Fill in the appropriate fields (clicking anywhere outside the fields will auto save)
2. External Website Widget: This widget can create a widget connected to a third-party site; we provide 3 available to be modified
3. Remittance & Fulfillment: This widget provides graphical data related to admin, finance and fulfillment status based on date. Default time can be sorted by week to date, last week, month to date, last month
4. Sales Leader Board: This widget can display the sales and can be sorted by default time, there are also checkboxes for Include Cancels Include Checks Pending and Include Pending Sales
5. Sales Leader Board by Manager: This widget can display the sales and can be sorted by default time, there are also checkboxes for Include Cancels Include Checks Pending and Include Pending Sales
6. Saves Leader Board: This widget provides a list of users with saves filtered by decided date range
7. Second User Leader Board:
8. Second User Sales by Manager: This widget provides the number of sales from users associated
9. Social Feed: This widget will display FYI information to any associate. This provides a check box to allow posting by default.
10. Third User Leader Board: This widget will display sales leaders by third user role and can be defined by default time frame and a check box for include cancels or include checks pending.
11. Total Cancels: This widget will display the total cancels and can be defaulted to specific timeframe using the drop-down menu, then click outside the value box to save changes
12. Total Sales: This widget will display the total sales and can be defaulted to specific timeframe using the drop-down menu, then click outside the value box to save changes
13. User Goals: This widget can set user goals for daily, weekly and monthly as well as down payment amount, monthly avg down payment amount and monthly adv Finance Term. There is also a checkbox to include cancels or change user’s default
Widgets display information on the home page to allow users to track company performance on a daily, weekly, or monthly schedule. Most widgets can be modified to display the specific criteria you would like. Below is a list of all modifiable widgets and instructions on how to modify each.
*Go to Setup > Environment > Widget Settings
1. Company Goals: This widget can be modified and set standards for Daily, Weekly, Monthly and Payment Amount. Fill in the appropriate fields (clicking anywhere outside the fields will auto save)
2. External Website Widget: This widget can create a widget connected to a third-party site; we provide 3 available to be modified
3. Remittance & Fulfillment: This widget provides graphical data related to admin, finance and fulfillment status based on date. Default time can be sorted by week to date, last week, month to date, last month
4. Sales Leader Board: This widget can display the sales and can be sorted by default time, there are also checkboxes for Include Cancels Include Checks Pending and Include Pending Sales5. Sales Leader Board by Manager: This widget can display the sales and can be sorted by default time, there are also checkboxes for Include Cancels Include Checks Pending and Include Pending Sales
6. Saves Leader Board: This widget provides a list of users with saves filtered by decided date range
7. Second User Leader Board:
8. Second User Sales by Manager: This widget provides the number of sales from users associated
9. Social Feed: This widget will display FYI information to any associate. This provides a check box to allow posting by default.
10. Third User Leader Board: This widget will display sales leaders by third user role and can be defined by default time frame and a check box for include cancels or include checks pending.
11. Total Cancels: This widget will display the total cancels and can be defaulted to specific timeframe using the drop-down menu, then click outside the value box to save changes
12. Total Sales: This widget will display the total sales and can be defaulted to specific timeframe using the drop-down menu, then click outside the value box to save changes
13. User Goals: This widget can set user goals for daily, weekly and monthly as well as down payment amount, monthly avg down payment amount and monthly adv Finance Term. There is also a checkbox to include cancels or change user’s default
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