This report will provide a comprehensive overview by monitoring and presenting detailed information from various modules for each user. It provides a holistic view of user-specific data across different sections or functionalities.
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How to Add User Performance Overview Widget to Dashboard
To add the User Performance Overview widget to the Dashboard,
- Navigate to the Dashboard
- Click on the Add Widget option
- Here, search for the User Performance Overview report
- Click on the Add to Dashboard option
- You can,
- Edit the Widget Name on The Dashboard
- Select the Dashboard you wish to Add the Widget for
- Once done, hit the Save button
User Performance Overview Report in detail
- Once the Report is successfully added to the dashboard, you can view the details insights
- Navigate to the Dashboard
- Locate the User Performance Overview widget
Here you can customize the following,
- Period- The report shows the data of the last 30 days, you can select the Date Range and the Frequency for filtering the report
- Users - The report will display the list of all active users in a grid that you can view and the count of the above metrics for each of them, you can select the individual User or the selected Users to filter data
- Deal Pipeline - The report shows the data across all existing pipelines by default, you can select the Pipeline as per your requirement
- Compare With - This report will also show a comparison of the counts with the previous period if you enable the comparison. You can select from the following options
- None - If you select this option, it will show the data for the selected Period
- Previous Period - If you select this option, then it will compare the data of the report with the previous period for the selected Period.
- Previous Year - If you select this option, then it will compare the data of the report with the previous year for the selected Period.
- Show % Value - Enable this option to View the percentage value by which the count has been increased or decreased
- Manage Columns - This option allows you to select or remove the columns that you want to see on the report
- Actions - This option allows you to perform various actions such as,
- Rename - This option allows you to modify the name of the report.
- Clone - This option allows you to Clone the report
- Export Data as CSV - This option allows you to export the Report data as a CSV file
- Remove from Dashboard - This option will allow you to eliminate the report from the dashboard.
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