How do I configure a Summary table in Intelligence Dashboard for the Opportunities app?

Updated on February 5, 2021 06:26AM by Admin

Steps to Create a Summary Table

  • Login and access the Opportunities app from the universal menu.
  • Click on the More(...) icon and select the Settings.

  • In the Settings page, click on the Intelligence → Charts → App.

  • From the Charts page, click on the Create and select the Summary Table.

  • You will be redirected to the Create summary table page.
  • Here, enter the name of the Summary Table.

Note: Based on the Selected Privileges of the opportunities the employee will have access to the summary Table.

Summary Table
  • By using the Inspector tab on the Right side, you can customize the summary table as per your business need.
  • You can change the Table Title and the Default Rows of the summary Table.
Inspector tab

  • Then, click on the Context tab to change the Coulum name and the values of the summary table.
  • Here, the Summary table is for Opportunities so Opportunities Name Attribute is selected and the Titled the column as Opportunities Name.
Context tab

  • For the Value column, change the column name as Opportunities values.
  • You can set the Aggregation value as Sum or Count and select the Opportunities Amount in the Attribute section.
  • You can add the filter for the Table by enabling the Filter option.
Value Column

  • You can add another column by using the “+” icon.
Add icon

  • Then in the Formatting table, you can customize the format of the table.
  • You can set the Sorting function as Ascending or Descending order for the Columns.
  • You can also add the Highlighting by using the Add option in Highlighting.
Formatting tab

  • Then, Click on the Filter Tab, Enable the Filter Toggle.
  • Add the Filter attributes. Here, Sales Stage, Leads source, Close Date, and the Type is added as the Filter Attributes.
  • Then, click on the Create option.

  • You can view the Created summary table on the list.
Chart Created

Steps to Add Summary Table in Dashboard

  • In the Settings page, click on the Intelligence → Dashboard → App.
  • Click on the Create button.

  • You will be redirected to the Create Dashboard page, add the name, description of the dashboard.

  • Using the drag, and drop a section from the palette tab and select the created summary table under the Charts Section.

  • Change the Section name in the Inspector Tab.
  • Then, click on the create. 
Section name

  • The new dashboard will be created and you can view the Created Dashboard in the List.
Dashboard created

  • Now, go to the dashboards section in Opportunities App. 
  • You can see the created dashboard - Opportunities Summary Dashboard.
Opportunities Dashboard

  • To filter out the records, you can click on the filter icon and determine the status based on which the record is to be filtered. 
Filter Records