by enable.services

The Report Series Dashlet add-on allows a TOTAL value to be brought into a Dashlet for quick visibility of activity over your targets.

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Quickly view TOTAL values on your SugarCRM data dashlets. When viewing open case reports on your dashboard, view your totals as well as your other data.

Service features:

  • View the total value of a report from your dashboard.
  • Display colour-changing numbers that respond to targets.

Usage

Choose a report, and create the target you would like to compare to. Select the intervals to refresh your results.

RS Interval Fig 1.png
Set your target value and the dimensional size you would like to view the total number on your dashboard.

RS Target and summary fig 2.png
The target parameter you set will trigger the colour of the total when shown on your dashlet. The numbers will show green if above the target you set, and red if below. The summary size in this demonstration is 400%.

RS fig 3.png


Reports falling below your target will turn black.

RS fig 6 black.png


Adjust and view your report beside other reports on your dashboard.


RS fig5 dash.png

Who are we?

  • At enable.services, we've helped over 100 business achieve their goals and grow sales.
  • We pride ourselves in high-quality customer service and human-driven values.
  • Our team has created add-ons and integrations for SugarCRM, explore our CRM packages here.

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* Free 30 day trial