Dashboard Widgets

Package: BASIC

1. General

Any number of widgets can be added within a dashboard. It is also possible to create the same widget - e.g. the list view of a module - several times within a dashboard.

The size and the position of widgets are freely configurable.

2. Widget Actions

The following actions are available for widgets:

• Add widget
• Edit widget
• Delete widget

2.1. Add widget

To add a widget to a dashboard, the button „Add widget" must be clicked.

If a dashboard does not yet contain any widgets, in addition to the button „Add widget" - which is always displayed at the top right of the dashboard - the message „Your dashboard does not yet contain any widgets" including the button „Add widget" is displayed:

Dashboard without widgets

After clicking the button, the popup „Add widgets" opens, in which all available widgets are listed:

Add widget popup

The following widgets are available for a dashboard:

• List view of a module
• Notepad
• Email account
• Tasks & Appointments
• Tag Cloud
• Localisation
• Sales funnel
• Widget group
• Report
• Chart
• Cashflow

After selecting a widget by clicking it, the configuration of the respective widget is displayed in the popup.

For detailed information on the configurations of the respective widgets, see the section Available widgets.

2.2. Edit widget

Every widget has the „three dots" actions icon in the top right corner:

Delete widget action

After clicking the icon, a flyout menu opens with the actions:

• Edit widget
• Delete widget

Edit widget

When editing a widget, more or less the same functionalities are available as when creating a widget. See the section Available widgets for this.

The delete widget action is described in the section Delete widget.

2.3. Delete widget

Every widget has the „three dots" actions icon in the top right corner:

Delete widget action

After clicking the icon, a flyout menu opens with the actions:

• Edit widget
• Delete widget

After clicking the action „Delete widget", a popup window appears asking whether the widget should be permanently deleted:

Delete widget popup

After clicking the button „Confirm", the widget is deleted.

If a widget has been deleted, e.g. by mistake, the widget cannot be restored but must be created anew!

2.4. Size of the widget

The size of a widget can be changed in two ways:

• Edit widget → in the „Choose display" area, select the desired size of the widget (small, medium or large)
• The widget can be changed in width and height by „dragging". To do this, move the mouse pointer over the bottom right corner of the widget. The mouse pointer changes to a diagonal double arrow. With the mouse button held down, the widget can now be dragged to the desired size.
  During this process, the content of the widget is hidden and the possible sizes are shown using a dashed frame.
  After releasing the mouse button, the size is changed accordingly and the widget is permanently saved with the new size.

2.5. Position of the widget

The position of a widget can be changed using drag & drop.

To do this, move the mouse pointer over the header of the widget. The mouse pointer changes to the „move cursor" ("four arrows").

With the mouse button held down, the widget can now be dragged to the desired position.

During this process, the content of the widget is hidden and the possible positions are shown using a dashed frame.

After releasing the mouse button, the position is changed accordingly and the widget is permanently saved with the new position.

3. Available widgets

The following widgets are available for a dashboard:

• List view of a module
• Notepad
• Email account
• Tasks & Appointments
• Tag Cloud
• Localisation
• Sales funnel
• Widget group
• Report
• Chart
• Cashflow

3.1. List view of a module

In the widget „List view of a module", records of a module are displayed.

List view of a module widget

Widgets for list views and links have a search (can be shown/hidden via the magnifying glass in the widget header) that also applies when sorting and paging. The action menu of these widgets additionally contains the action „Show list" (for link widgets the record is opened with the matching link; the selection is only temporary).

After selecting the widget, the configuration settings are as follows:

List view of a module widget configuration

Field	Description
Name*	Name of the widget
Module*	Selection of the module whose records are to be displayed.
View*	Selection of the view (list view)
Fields to display*	Selection of the fields to be displayed using the „Select fields" button. Selected fields can be arranged as desired after selection using drag & drop.
Choose display	List view, small List view, medium List view, large

*Mandatory field

3.2. Notepad

In the widget „Notepad", short notes can be saved to always keep them in view.

Notepad widget

After selecting the widget, the configuration settings are as follows:

Notepad widget configuration

Field	Description
Name*	Name of the widget
Choose display	Notepad, small Notepad, medium Notepad, large

*Mandatory field

3.3. Email account

In the widget „Email account", an email account can be selected to get a quick overview of emails.

After selecting the widget, the configuration settings are as follows:

Email account widget configuration

Field	Description
Name*	Name of the widget
Email account*	Picklist of the email accounts that have already been created in the Email accounts module.
Choose display	Email account, small Email account, medium Email account, large

*Mandatory field

3.4. Tasks & Appointments

In the widget „Tasks & Appointments", Tasks and/or Appointments can be displayed to get, for example, a quick overview of the current Tasks and Appointments.

Tasks & Appointments widget

After selecting the widget, the configuration settings are as follows:

Tasks & Appointments widget configuration

Field	Description
Name*	Name of the widget
Default interval*	Today This week This month
Display	Tasks and appointment preview, Tasks small Tasks and appointment preview, Appointments small Tasks and appointment preview, medium Tasks and appointment preview, large

*Mandatory field

In the widget "Tasks & Appointments", only your own Tasks are displayed by default. The Tasks of specific groups can be shown via a popup.

After clicking the „Groups" actions icon (icon „user group"), a flyout menu opens. In this menu, the Tasks of all groups the user belongs to can be selected for display using a switch.

„Tasks & Appointments" widget - group selection

The setting for displaying group appointments is only temporarily valid. It applies only as long as no other tab is opened on the home page or the home page is not left completely.

If a Task is marked as done in the Tasks widget - both in the standalone Tasks widget and in the combined view - it is automatically hidden.

3.5. Tag Cloud

The widget „Tag Cloud" can be used to display tags from the system.

Tag Cloud widget

Regardless of which view (dynamic or static) was chosen for the widget: when a tag is clicked, a search is performed for records that are marked with this tag.

The records found are then clearly displayed by module in a list view.

After selecting the widget, the configuration settings are as follows:

Tag Cloud widget configuration

Field	Description
Name*	Name of the widget
Tag Cloud view*	Dynamic view Static view In the dynamic view, the size of the displayed tags is determined by their frequency. In the static view, the size of all tags is the same.
Display tags with the following visibility*	All Public Mine
Display	Tag Cloud, small Tag Cloud, medium Tag Cloud, large

*Mandatory field

3.6. Localisation

The widget „Localisation" displays the distribution of Contacts, Organizations, leads and Partners on a map.

Localisation widget

After selecting the widget, the configuration settings are as follows:

Localisation widget configuration

Field	Description
Name*	Name of the widget
Country code to be used	Billing address Delivery address
Default display*	World Continent Country
Country	Selection of the country used for the display. The selection is only available if the value „Country" was chosen in the „Default display" field.
Continent	Selection of the continent used for the display. The selection is only available if the value „Continent" was chosen in the „Default display" field.
Filtering of the display	Organizations Contacts Leads Partner If no module is selected here, all modules are automatically displayed, otherwise only the selected ones.
Pre-filter Organizations	Selection of a user-defined list view of the Organizations module, which can be used as a filter. A selection can only be made if the Organizations module was selected in the „Filtering of the display" field.
Pre-filter Contacts	Selection of a user-defined list view of the Contacts module, which can be used as a filter. A selection can only be made if the Contacts module was selected in the „Filtering of the display" field.
Pre-filter Leads	Selection of a user-defined list view of the Leads module, which can be used as a filter. A selection can only be made if the Leads module was selected in the „Filtering of the display" field.
Pre-filter Partner	Selection of a user-defined list view of the Partner module, which can be used as a filter. A selection can only be made if the Partner module was selected in the „Filtering of the display" field.
Display	Localisation, small Localisation, medium Localisation, large

*Mandatory field

In the Localisation widget, no locations are displayed in the default display „Continent / World".

Locations are only displayed when a country is selected. To do this, click on the country on the map, or select a country via the list in the wide widget. Zooming into the map is not sufficient.
The widget setting „Country" automatically selects the chosen country. The setting „World" or „Continent" initially does not display any locations.

3.7. Sales funnel

The sales funnel is a graphical representation of sums from the modules Deals, Sales Orders and Invoices.

Sales funnel widget

Which fields serve as the basis for the summation can be configured individually for each module.

After selecting the widget, the configuration settings are as follows:

Sales funnel widget configuration

Field	Description
Name*	Name of the widget
Deals*	Available for selection here are all currency fields of the module, which serve as the basis for the sum calculation.
Sales Orders*	Available for selection here are all currency fields of the module, which serve as the basis for the sum calculation.
Invoices*	Available for selection here are all currency fields of the module, which serve as the basis for the sum calculation.
Display	Sales funnel, small Sales funnel, medium Sales funnel, large

*Mandatory field

3.8. Widget group

The widget „Widget group" offers the possibility of displaying several widgets within a single widget.

Widget group widget

After selecting the widget, the configuration settings are as follows:

Widget group widget configuration

Field	Description
Choose display	Widget group, small Widget group, medium Widget group, large

Apart from setting the display, no further settings can be made when creating the widget.

Adding widgets to a widget group is done via the group's action menu rather than via a button next to the tabs. The order of the widgets within a widget group can be defined by each user themselves; it is saved per user and is retained after reloading.

3.9. Report

The widget „Report" displays the records of any Report from the module of the same name.

A report can be directly displayed or exported using the corresponding action:

Report widget - actions

After selecting the widget, the configuration settings are as follows:

Report widget configuration

Field	Description
Name*	Name of the widget
Report*	Picklist of all available reports from the Reports module
Display	Report, small Report, medium Report, large

*Mandatory field

3.10. Chart

The widget „Chart" enables the display of a chart that was configured in the list view of a module.

Chart widget - line chart

Chart widget - pie chart

After selecting the widget, the configuration settings are as follows:

Chart widget configuration

Field	Description
Name*	Name of the widget
Chart*	Selection of the chart (see screenshot below)
Display	Chart, small horizontal bar chart Chart, medium horizontal bar chart Chart, large horizontal bar chart

*Mandatory field

Selection of the chart: After clicking the „List" actions icon in the „Chart" field, the popup window „Charts" opens, in which a chart can be selected for display in the widget:

Charts popup

Special action „Maximise widget" for charts: When a widget is edited, the action „Maximise widget" is available for the „Chart" widget in addition to the actions „Edit widget" and „Delete widget".

Using this action, a chart can be displayed maximised in a separate popup window:

Chart widget - maximise action

Chart widget maximised

3.11. Cashflow

Overview

The widget „Cashflow" shows a forecast of future income and expenses over a defined period.

It serves to quickly overview the expected liquidity development of a company.

The display is based on data from several system modules:

• Contracts (recurring revenue)
• Invoices
• planned instalments
• Deals from the sales pipeline
• planned costs from the controlling module Controllix

The widget helps management, sales and controlling in particular to identify and evaluate future cashflow developments at an early stage.

Cashflow widget

How it works

The chart contrasts income and expenses per period. This results in the expected cashflow.

Income can come from the following sources:

• Contracts: recurring revenue from active Contracts
• Invoices: already invoiced revenue
• planned instalments: planned partial payments from projects
• Deals: potential revenue from open sales opportunities

Deals are displayed dashed in the chart, as this is potential and not yet secured revenue.

Expenses come from the Controllix module and can, for example, include:

• personnel costs
• license costs
• marketing costs
• rent
• depreciation
• other operating costs

Cashflow calculation

The cashflow is automatically calculated per period:

• Cashflow = income – expenses

The result is displayed highlighted in the chart:

• Green: positive cashflow (surplus)
• Red: negative cashflow (deficit)

This allows critical periods to be identified quickly.

Chart types

The Cashflow widget can be displayed in three different chart types:

• Bar chart → Income and expenses are displayed as bars per period. This display is particularly suitable for the direct comparison of individual periods.
• Area chart → The development of income and expenses is visualised as an area over time. This display is particularly suitable for identifying trends and developments over longer periods.
• Tabular display → Income and expenses are listed at record level in a table. Each record appears as a single row with the full date – there is no aggregation by month or quarter. Separate CSV exports are available for income and expenses, which can be opened directly in Excel. This display is particularly suitable when the exact due date of individual items is the focus.

Configuration of the widget

After selecting the widget, the configuration settings are as follows:

Cashflow widget configuration

Field	Description
Name*	Name of the widget
Interval*	monthly quarterly
Period*	1 year 2 years 3 years
Controllix*	Controls whether planned costs from the Controllix module are taken into account in the chart.
Deals*	Determines whether open Deals from the sales pipeline are included in the cashflow forecast.
Filter for Deals	Status Pipeline phase Responsible sales Deal type Deal volume Button „Add group" Using the „Add group“ function, additional data categories can be included in the chart. Examples of additional groups: marketing costs IT costs external services further revenue categories This allows the cashflow analysis to be displayed in more detail.
Choose display	Cashflow, bar chart medium Cashflow, bar chart large Cashflow, area chart medium Cashflow, area chart large Cashflow, table medium Cashflow, table large

*Mandatory field

On mouseover, details about income and expenses for the respective period are displayed in a flyout window.

Cashflow widget - income and expense details

Typical use cases

• Liquidity planning → Management can identify at an early stage in which periods liquidity surpluses or shortages could arise.
• Sales control → Sales can see the impact of pipeline Deals on future liquidity.
• Budget planning → Controlling can analyse how planned costs affect the cashflow and whether adjustments are necessary.