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Created page with "= Overview = Project: PowerBar. An interface bar which allows a status bar to be drawn on the the main menu Numerous users of bxp have requested that a status bar showin..."
= Overview =
Project: PowerBar. An interface bar which allows a status bar to be drawn on the the main menu
Numerous users of bxp have requested that a status bar showing various totals, be available to be displayed on the Main Menu. This status bar is now available and can be created using a new subsection of the Control Bar module.
Released: 2012-08-27
= Appearance =
[[file:menu_bar_007.png|800px]]
= Setting up a PowerBar =
PowerBars are constructed using the PowerBar functional group in the Control Bar module.
''Main Menu > Control Bar > PowerBar''
[[file:powerbar_002.png]]
== PowerBar options ==
[[file:powerbar_003.png]]
'''Title''': the name to appear on the PowerBar on the Main Menu
'''Target Count''': The target count to be reached
'''Show Footer''': The informational footer bar
'''Footer''': A custom footer message. If left blank a system generated footer will be placed below the PowerBar
'''Bar Colour Type''': There are currently two colour bar types, from Red to Green (warning to safe) and from Blue to Red (cold to hot)
'''Width Percentage''': Choosing 50 will allow two bars to fit side by side. 100 will generate a single bar the width of the page.
== PowerBar Count Details ==
'''Audience''': The option current is only for My, but will include, My Team, My Department and All
'''Campaign / Database''': The database / campaign in which the numbers can be calculated or generated.
'''Sum / Count''': Type of maths to be done.
* Sum Field: If summing a field, this is the field to be summated. This will usually be a sale value field or other numeric field.
* Outcome: If counting is done on an outcome, please selected the outcome to count by.
'''Period''': The window on which the data will be generated.
'''Custom Rules''': Allows for explicit customisation of the rules in each PowerBar
'''Group by Fields''': Where a group by statement is required. i.e. if an agent marks two outcomes of sold to one customer in the chosen period, that should count as 1 sale, not two. Group by would display this as 1 sale.
Fields marked with an * only appear on the edit screen once a campaign has been selected and saved for the PowerBar.
= Security =
For a PowerBar to appear each user must be given permission to access the specific item. This is done by using the “Security – Add Users to PowerBar” menu option.
A PowerBar can be removed from a user by using the “Security – Remove Users from a PowerBar” menu option.
= Next Development Steps =
Bar / Colour Type
* CES bar
* Customer Satisfaction bar
Additions to Audience
* My Team
* My Department
* All
Sum / Count additions
* Average
* Last
Period
* Quarters – Last, this, next
[[Category:Module Specific:Control Bar]]
[[Category:Topic:Interface]]
Project: PowerBar. An interface bar which allows a status bar to be drawn on the the main menu
Numerous users of bxp have requested that a status bar showing various totals, be available to be displayed on the Main Menu. This status bar is now available and can be created using a new subsection of the Control Bar module.
Released: 2012-08-27
= Appearance =
[[file:menu_bar_007.png|800px]]
= Setting up a PowerBar =
PowerBars are constructed using the PowerBar functional group in the Control Bar module.
''Main Menu > Control Bar > PowerBar''
[[file:powerbar_002.png]]
== PowerBar options ==
[[file:powerbar_003.png]]
'''Title''': the name to appear on the PowerBar on the Main Menu
'''Target Count''': The target count to be reached
'''Show Footer''': The informational footer bar
'''Footer''': A custom footer message. If left blank a system generated footer will be placed below the PowerBar
'''Bar Colour Type''': There are currently two colour bar types, from Red to Green (warning to safe) and from Blue to Red (cold to hot)
'''Width Percentage''': Choosing 50 will allow two bars to fit side by side. 100 will generate a single bar the width of the page.
== PowerBar Count Details ==
'''Audience''': The option current is only for My, but will include, My Team, My Department and All
'''Campaign / Database''': The database / campaign in which the numbers can be calculated or generated.
'''Sum / Count''': Type of maths to be done.
* Sum Field: If summing a field, this is the field to be summated. This will usually be a sale value field or other numeric field.
* Outcome: If counting is done on an outcome, please selected the outcome to count by.
'''Period''': The window on which the data will be generated.
'''Custom Rules''': Allows for explicit customisation of the rules in each PowerBar
'''Group by Fields''': Where a group by statement is required. i.e. if an agent marks two outcomes of sold to one customer in the chosen period, that should count as 1 sale, not two. Group by would display this as 1 sale.
Fields marked with an * only appear on the edit screen once a campaign has been selected and saved for the PowerBar.
= Security =
For a PowerBar to appear each user must be given permission to access the specific item. This is done by using the “Security – Add Users to PowerBar” menu option.
A PowerBar can be removed from a user by using the “Security – Remove Users from a PowerBar” menu option.
= Next Development Steps =
Bar / Colour Type
* CES bar
* Customer Satisfaction bar
Additions to Audience
* My Team
* My Department
* All
Sum / Count additions
* Average
* Last
Period
* Quarters – Last, this, next
[[Category:Module Specific:Control Bar]]
[[Category:Topic:Interface]]
