How do I create an Intelligence Dashboard in Customers App?

Updated on May 25, 2020 07:22AM by Admin

Steps to Create Charts

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

  • In the Settings page, click on the Intelligence → Charts → App.
  • Click on the Create button and select the Column Chart.

  • You will be redirected to the Create Column chart.
  • Enter the Name for the Chart and set the Privileges.

Note: Based on the Selected Privileges of the Cases the employee will have access to the Charts.

Column Chart


  • Enable the Toggle to display the chart in the Dashboard.
  • Then, you can customize the Chart.
    • Change the Title and the Sub Title of the Chart in the Title and Short Description section.
    • Background color: You can customize the background color for the chart.
    • Height: Height section enables you to alter the height of the chart.
    • Legend: Disabling it removes the legend from the chart.
Inspector Tab

  • Then, Enable the Value Restriction to set criteria for the values which are to be included in the chart. 
  • Click on the Condition.

  • Here, set the Criteria on Value Restriction: Condition to include the records only if the Phone Is Not Empty.
  • Once the criteria are set, click on the Create button.
Value Restriction

  • In the X-Axis, you can set the Data type as Monthly, Weekly, Discrete Values, and Numeric Ranges. You can also add a label for it from the label section. 
  • You can also set the X Data Attribute value. Here, the attribute is chosen as the Data Type is Numeric Ranges and the Attribute is Annual Revenue.
  • You can set the Label Ranges for the X-Axis by clicking on the “+" icon and add the Range value.

  • Once the attribute is set for X-Axis, you can set the attribute for Y-Axis.
  • You can set the Aggregation Type of Y-axis to be either Sum or Count. Here, it is set as a Count. 
  • In the attribute chosen as Customer #.

  • Then, click on the Filter Tab, enable the Filter.
  • Here, the Customer Category, Customer Type, Created On, Last Contacted attribute is selected for the Filter option.
  • Then, Click on the Create button.
Filter Tab

  • You can view the Created chart on the List.
Chart List

Step 2: Create a Dashboard

Once the Column chart is created, it is mandatory to create a dashboard for the chart to reflect in the Cases App.

  • In the Settings page, click on the Intelligence → Dashboards → App.
  • Click on the create button to create a new dashboard.

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

  • Using the drag, and drop a section from the palette tab followed by the desired chart.

  • Click on the Section Name, you will be navigated to the Inspector tab on the Right side.
  • Edit the name of the section in the 
  • Then, click on the create. 
Section Name

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

  • Now, go to the dashboards section in the Customers App. 
  • You can see the created dashboard - Annual Revenue Dashboard.
Revenue 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 Options