Fortix PlatformFortix Freedom Business Systems Sales OpportunitiesOpportunities By Source Per Owner Chart in Dashboard

Opportunities By Source Per Owner Chart in Dashboard

In Fortix the dashboard provides at-a-glance views of different areas in Fortix relevant to a particular objective or business process for the user.

The "dashboard" is usually displayed on the home page which is linked to a database that allows the components to be constantly updated. The Opportunities By Source Per Owner Chart in Dashboard displays a chart showing the source of the opportunity in relation to the users that those opportunities have been assign to.

To set-up the different components to display on the Dashboard or rearrange the order they appear, click the Dashboard Setup.

The address bar link is /?dashboard_setup

The two columns represent the components on your dashboard. You can move them around freely by dragging and dropping them with your left mouse button. The Name inside of the coloured rectangle represents the name of the component. You can freely switch the order of the components in each column and also switch their position by dragging them to another column. To remove a component from your dashboard, click on the "X" next to the name of the component and then click "Save"  

Profile Fortix - Google Chrome

Search for "Opportunities By Source Per Owner Chart " and Click the slide button to show "ON" for a new component to be available in the dashboard. Click DONE and SAVE to make the changes effective in the Dashboard.

The new component Opportunities By Source Per Owner Chart have been added. Click SAVE.

Fortix Base - Google Chrome

The new component Opportunities By Source Per Owner Chart have been added to the Dashboard.

Click the down arrow in the Month field to choose to display the chart for a different month.

Click the More Menu to edit the Chart parameters.

Fortix Base - Google Chrome

Select Setup.

The EDIT COMPONENT form opens on the Component Manager page.

Click the down arrow in the Date Period field to change the chart time frame report.

Click the Customer Sources field to select which sources to display in the chart..

To remove a user from the chart, click the x in the corner.

Fortix Base - Google Chrome

To add a user to the chart display, select Favorites or All to display the users that has been setup in those displays.

Fortix Base - Google Chrome

Click on the User to add and click CLOSE.

The Dashboard show the updated settings.


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