How to configure the Intelligence dashboard in the Leads app?

Updated on August 3, 2022 10:14PM by Admin

Leads App manages all your business and sales leads. Businesses gain access to sales leads through advertising, direct mailings, and other marketing sources. The Apptivo Intelligence Dashboards for Leads app allows you to create custom dashboards to visualize and analyze your data.

To add the Intelligence Dashboard please follow these steps.

  • Create a Chart
  • Create a New Dashboard

Steps to Create Chart:

  • Login and access the Leads App from the universal menu.
  • Click on the More(...) icon and select Settings.
Leads - Settings
  • On the settings page, click on the Intelligence → Charts → App.
  • Click on the Create button and select the Column Chart.
Leads - Create CC
  • You will be redirected to the Create Column chart, enter the Name for the Chart, and set the Privilege.
Leads - Name of CC

Note: Based on the Selected Privileges of the Leads app, the employee will have access to the Charts.

  • 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: The height section enables you to alter the height of the chart.
    • Legend: Disabling, removes the legend from the chart.
  • Then, Enable the Value Restriction to set criteria for the values which are to be included in the chart.
  • Click on the Condition.
Leads - CC Con
  • Here, set the Criteria on Value Restriction: Condition to include the records only if the Lead first name is not empty.
  • Once the criteria are set, click on the Create button.
Leads - CC Con Create
  • 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 Time(Monthly) and the Attribute is Estimated Closed Date.
Leads - X- axis
  • Once the attribute is set for X-Axis, you can set the attribute for Y-Axis.
  • You can set the Aggregation Type of the Y-axis to be either Sum or Count. Here, it is set as a Count.
  • In the attribute chosen as the Lead Status.
Leads - Y-axis
  • Then, click on the Filter Tab, and enable the Filter.
  • Here, the Assigned To attribute is selected for the Filter option.
  • Then, click on the Create button.
Leads - CC Created
  • You can view the Created chart on the List.
Leads - CC Lists

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 Leads App.
  • On the Settings page, click on the Intelligence → Dashboards → App.
  • Click on the Create button to create a new dashboard.
Leads - DB Create
  • You will be redirected to the Create App Dashboard page, and add the Name, and Description of the dashboard.
  • Using the drag and drop a section from the Palette tab followed by the desired chart.
Leads - DB Palette
  • 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 Inspector Tab.
  • Then, click on the Create button.
Leads - DB Created
  • The new dashboard will be created and you can view the Created Dashboard in the list.
  • Now, go to the Dashboard section in the Leads App.
  • You can see the created dashboard - Column Chart for Lead Status.
Leads - Final DB
  • 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.
  • Click on the View Chart button as shown below.
Leads - Filter Icon
  • You can also download the chart in CSV format by clicking on the hamburger icon.
Leads - Download CSV
  • Now the downloaded data will be shown as below.
Leads - DB Final SS