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<p>Low-code designer > <a href="interface_settings.html">Set up interfaces</a> > Widget types > CRM widgets / Sales rep and sales manager dashboard widgets</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Sales rep and sales manager dashboard widgets</span></h1>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">The <a href="360012584940.html" class="topiclink">CRM</a> workspace includes pre-configured pages with the <a href="sales-manager-dashboard.html" class="topiclink">Sales rep dashboard</a> and <a href="sales-executive-dashboard.html" class="topiclink">Sales manager dashboard</a>. They consist of multiple widgets with different reports, and it is possible to change their settings.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">This allows you to customize pages to meet the needs of your company. For example, you can use the same widgets several times to display different data, exclude unnecessary items from the statistics, or add other available widgets to the dashboards.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Moreover, you can <a href="use-dashboards-widgets.html" class="topiclink">add dashboard widgets to custom pages</a> if you want statistics of the </span><span style="font-family: Inter; font-weight: bold;">CRM</span><span style="font-family: Inter;"> workspace to be shown there.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Dashboard widgets include:</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;"><a href="crm-dashboards-widgets.html#assigned-items" class="topiclink">Allocation of Leads/Deals by Employee</a>.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;"><a href="crm-dashboards-widgets.html#pipelines" class="topiclink">Sales Pipeline: Leads/Deals</a>.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;"><a href="crm-dashboards-widgets.html#top-deals" class="topiclink">Top Deals</a>.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;"><a href="crm-dashboards-widgets.html#activities" class="topiclink">CRM activities for deals/leads</a>.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;"><a href="crm-dashboards-widgets.html#today-tasks" class="topiclink">CRM tasks for today</a>.</span></li></ul>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p style="line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-family: Inter;">Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can customize report pages and configure widgets on them.</span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Customize dashboards</span></h2>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">To change the current settings of a dashboard, do the following:</span></p>
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<ol style="list-style-type:upper-roman">
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<li value="1" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;">Go to the </span><span style="font-family: Inter; font-weight: bold;">CRM</span><span style="font-family: Inter;"> workspace. In the left-hand menu, select </span><span style="font-family: Inter; font-weight: bold;">Sales rep dashboard</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">Sales manager dashboard</span><span style="font-family: Inter;">.</span></li><li value="2" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;">Click the gear icon next to the name of the dashboard you want to customize. Select </span><span style="font-family: Inter; font-weight: bold;">Widget Builder</span><span style="font-family: Inter;">.</span></li></ol>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The page will open in the interface designer. The modeling canvas will include all the widgets it contains.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="crm-dashboards-widgets-1" width="1390" height="798" style="margin:0;width:1390px;height:798px;border:none" src="crm-dashboards-widgets-1.png"/></p>
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<ol style="list-style-type:upper-roman" start="3">
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<li value="3" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">Select a widget and click the gear icon next to its name.</span></li><li value="4" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">In the window that opens, change the widget’s settings.</span></li></ol>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">A widget’s settings include:</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">Fields filled out by default that enable the report to be generated correctly. We don’t recommend that you change their values.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">Options that determine what the generated reports and lists will look like. They can be edited.</span></li></ul>
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<ol style="list-style-type:upper-roman" start="5">
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<li value="5" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">When you finish configuring a widget, click </span><span style="font-family: Inter; font-weight: bold;">Save</span><span style="font-family: Inter;">.</span></li><li value="6" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">To make the new configuration of the page available to users, click </span><span style="font-family: Inter; font-weight: bold;">Save</span><span style="font-family: Inter;"> and </span><span style="font-family: Inter; font-weight: bold;">Publish</span><span style="font-family: Inter;"> on the interface designer toolbar.</span></li></ol>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">You can also add widgets used in the dashboards to other pages.</span></p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">Note that if changes were made to the dashboard pages’ settings, individual reports used in them may be displayed as one widget. In this case, manually add each widget to the dashboards to customize them.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Read more about setting up reports in <a href="use-dashboards-widgets.html" class="topiclink">Use dashboard widgets on custom pages</a>. </span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Let’s take a look at different widgets used in the dashboards.</span></p>
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<h2 class="p_Heading2"><a id="assigned-items" class="hmanchor"></a><span class="f_Heading2">Allocation of Leads/Deals by Employee widget</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The widget is added twice both to the <a href="sales-manager-dashboard.html#pipelines" class="topiclink">sales rep dashboard</a> and the <a href="sales-executive-dashboard.html#pipelines" class="topiclink">sales manager dashboard</a>. It displays the number of leads or deals in each status of a pipeline. A sales rep can only see items assigned to them, while a sales manager can view statistics regarding all users involved in the sales process.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="crm-dashboards-widgets-2" width="855" height="874" style="margin:0;width:855px;height:874px;border:none" src="crm-dashboards-widgets-2.png"/></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Build chart</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">. The option is linked with the </span><span style="font-family: Inter; font-weight: bold;">Show</span><span style="font-family: Inter;"> variable added to the widget’s context by default. When a user clicks </span><span style="font-family: Inter; font-weight: bold;">Show</span><span style="font-family: Inter;"> on a report’s page, the value of the variable changes, and the widget automatically shows statistics based on the conditions in the filter. You shouldn’t change the value in this field.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Display number of rows</span><span style="font-family: Inter;">. Determine the number of rows in the chart. For the sales manager dashboard, this will be the number of users whose data will be displayed in the report. For the sales rep dashboard, it will be the number of statuses from a lead or deal pipeline displayed in the chart.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Show total amount</span><span style="font-family: Inter;">. This option is enabled for the sales manager dashboard. Enable it if you want to see the total number of leads or deals that a user is working with next to their name in the chart.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Personal chart</span><span style="font-family: Inter;">. This option is enabled for the sales rep dashboard. If the box is checked, the chart will only include statistics of the user viewing the page.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Users</span><span style="font-family: Inter;">. This option is linked with the </span><span style="font-family: Inter; font-weight: bold;">User list</span><span style="font-family: Inter;"> variable added to the widget’s context by default. When the sales manager fills out the </span><span style="font-family: Inter; font-weight: bold;">Assigned to</span><span style="font-family: Inter;"> field on the dashboard’s page and clicks </span><span style="font-family: Inter; font-weight: bold;">Show</span><span style="font-family: Inter;">, the value of this variable changes. The widget will automatically show statistics regarding the selected users. You shouldn’t change the value of this option. If you’re configuring the sales rep dashboard, you can leave this field empty.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Start of the period / End of the period</span><span style="font-family: Inter;">. These options are linked with the </span><span style="font-family: Inter; font-weight: bold;">Start of the period </span><span style="font-family: Inter;">and </span><span style="font-family: Inter; font-weight: bold;">End of the period</span><span style="font-family: Inter;"> variables added to the widget’s context by default. They are assigned values specified in the filter conditions on the dashboard’s page. You shouldn’t change the value of this field.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">App</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">. This field shows the app whose items will be shown in the report: </span><span style="font-family: Inter; font-weight: bold;">Leads</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">Deals</span><span style="font-family: Inter;">. </span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Pipelines</span><span style="font-family: Inter;">. Open the drop-down list by clicking the arrow icon in the right part of the field and check the necessary pipelines. Items from these pipelines will be included in the report.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Hide statuses: Now / Won / Lost</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">Check these options if you want leads or deals in the initial status or final statuses to be excluded from the report.</span></li></ul>
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<h2 class="p_Heading2"><a id="pipelines" class="hmanchor"></a><span class="f_Heading2">Sales Pipeline: Leads/Deals widget</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">This widget is used twice in the <a href="sales-executive-dashboard.html#conversion" class="topiclink">sales manager dashboard</a>. It shows the conversion of leads and deals within each pipeline. If a sales team is selected as a filtering option, the number of items assigned to employees of this team are added up.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="crm-dashboards-widgets-3" width="698" height="526" style="margin:0;width:698px;height:526px;border:none" src="crm-dashboards-widgets-3.png"/></p>
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<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Build chart</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Users</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Start of the period</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">End of the period</span><span style="font-family: Inter;">. These options are linked with the widget’s context variables. They allow you to generate the report based on the conditions in the filter. You shouldn’t change these settings.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Data display</span><span style="font-family: Inter;">. Select the way that statistics of lead or deal conversion will be shown for each status: </span><span style="font-family: Inter; font-weight: bold;">as percentage</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">as units</span><span style="font-family: Inter;">.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">App</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">. This field shows the app whose items will be shown in the report: </span><span style="font-family: Inter; font-weight: bold;">Leads</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">Deals</span><span style="font-family: Inter;">.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Pipelines</span><span style="font-family: Inter;">. Open the drop-down list by clicking the arrow icon in the right part of the field and check the necessary pipelines. Items from these pipelines will be included in the report.</span></li></ul>
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<h2 class="p_Heading2"><a id="top-deals" class="hmanchor"></a><span class="f_Heading2">Top Deals widget</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The widget is used in the <a href="sales-manager-dashboard.html#top-deals" class="topiclink">sales rep dashboard</a> and <a href="sales-executive-dashboard.html#top-deals" class="topiclink">sales manager dashboard</a>. It shows the most profitable deals. The report is generated based on the budgets specified on the deals’ pages.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="crm-dashboards-widgets-4" width="801" height="555" style="margin:0;width:801px;height:555px;border:none" src="crm-dashboards-widgets-4.png"/></p>
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<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Build chart</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Users</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Start of the period</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">End of the period</span><span style="font-family: Inter;">. These options are linked with the widget’s context variables. They allow you to generate the report based on the conditions in the filter. You shouldn’t change these settings.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Display number of deals</span><span style="font-family: Inter;">. Specify the number of items that will be shown in the report.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Show names of employees</span><span style="font-family: Inter;">. Enable this option if you want responsible employees to be shown next to deals assigned to them in the list.</span></li></ul>
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<h2 class="p_Heading2"><a id="activities" class="hmanchor"></a><span class="f_Heading2">CRM tasks for deals/leads widget</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">This widget is used in the <a href="sales-manager-dashboard.html#crm-activities" class="topiclink">sales rep dashboard</a> widget. It shows data on the user’s CRM tasks associated with leads or deals.</span></p>
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<p style="text-indent: -24px; line-height: 1.20; margin: 0 0 11px 24px;"><img alt="crm-dashboards-widgets-5" width="755" height="556" style="margin:0;width:755px;height:556px;border:none" src="crm-dashboards-widgets-5.png"/></p>
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<ul style="list-style-type:disc">
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||
<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Build chart</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Users</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Start of the period</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">End of the period</span><span style="font-family: Inter;">. These options are linked with the widget’s context variables. They allow you to generate the report based on the conditions in the filter. You shouldn’t change these settings.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">App</span><span style="font-family: Inter;">. This field shows the app whose items will be shown in the report: </span><span style="font-family: Inter; font-weight: bold;">Leads</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">Deals</span><span style="font-family: Inter;">.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Personal chart</span><span style="font-family: Inter;">. If the box is checked, the chart will only include statistics of the user viewing the page.</span></li></ul>
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||
<h2 class="p_Heading2"><a id="today-tasks" class="hmanchor"></a><span class="f_Heading2">CRM tasks for today widget</span></h2>
|
||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">This widget is used in the <a href="sales-manager-dashboard.html#today-tasks" class="topiclink">sales rep dashboard</a>. It shows calls, emails, meetings, and webinars scheduled for the current date that are assigned to the current user.</span></p>
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||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="crm-dashboards-widgets-6" width="799" height="428" style="margin:0;width:799px;height:428px;border:none" src="crm-dashboards-widgets-6.png"/></p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">In the </span><span style="font-family: Inter; font-weight: bold;">Number of tasks shown</span><span style="font-family: Inter;"> field, specify how many CRM tasks the employee will see in the report.</span></p>
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||
<h2 class="p_Heading2"><span class="f_Heading2">Settings on the Events and System tabs</span></h2>
|
||
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">In the same way as for other widgets, you can configure system settings on the </span><span style="font-family: Inter; font-weight: bold;">Events</span><span style="font-family: Inter;"> and </span><span style="font-family: Inter; font-weight: bold;">System</span><span style="font-family: Inter;"> tabs. They allow you to determine the widget’s visibility, access to it, its behavior when the user hovers over it, etc. Read more in <a href="common_widget_settings.html" class="topiclink">System widget settings</a>.</span></p>
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