Module - Dashboards - Revision history

Philip Lacey: /* Archetypes */

2018-04-04T12:25:11Z

‎Archetypes

Philip Lacey: /* Set up */

2017-01-25T00:49:53Z

‎Set up

Philip Lacey: /* Archetypes */

2017-01-24T16:55:13Z

‎Archetypes

Philip Lacey at 16:51, 24 January 2017

2017-01-24T16:51:49Z

Philip Lacey at 16:34, 24 January 2017

2017-01-24T16:34:28Z

Philip Lacey: Created page with "= Overview = The Dashboards module allows for prebuilt, predesigned panes of information to be collated into a single operational dashboard. A user can have access to mult..."

2017-01-24T16:34:01Z

Created page with "= Overview = The Dashboards module allows for prebuilt, predesigned panes of information to be collated into a single operational dashboard. A user can have access to mult..."

New page

= Overview =

The Dashboards module allows for prebuilt, predesigned panes of information to be collated into a single operational dashboard.

A user can have access to multiple dashboards.

= Configuration =

Dashboards are predominantly based on forms. Existing forms can have dashboards applied.

A user starts by going into the Dashboards module and creating a Dashboard Configuration. This is key configuration information which will help bxp know where to retrieve the information. Each configuration is explained separately. You choose from Archetypes. Each archetype has different options. You can have more than one Archetype aimed at the same form.

With the Dashboard Configuration done, a user selects the Panes they want in their Dashboard. Choosing the Panes leads to a Dashboard.

With the Panes selected the dashboard can then be the first page you see when you log in. Alternately numerous dashboards can be created and accessed from anywhere in the system.

= Archetypes =

The following archetypes are developed in bxp

{!
! Archetype
! Focus
! Description
|-
| General || Non module related ||
|-
| Pipeline || Form Management || Sales pipeline and sales campaign management
|-
| FieldSales || Form Management || For field sales based sales programs
|-
| CRM || Form Management || For Account Management and client development
|-
| Membership || Form Management || For membership management solutions
|-
| SupportDesk || Form Management || For help and support desk solutions
|-
| Outbound || Form Management || For outbound campaign management
|-
| Project || Form Management || For project management focused solutions
|-
| Quality || Form Management || For quality assurance and quality control focused solutions
|-
| CTI || Form Management || For systems integration solutions and management
|-
| Survey || Form Management || For marketing survey, Net Promoter Score and Customer Effectiveness Based score management solutions
|-
| Marketing || Form Management || For marketing management solutions
|-
| Security || System Access Management || For security and system security focused solutions
|-
|}

@@ Line 57: / Line 57: @@
 |-
 | Marketing ||  Form Management || For marketing management solutions || [[Dashboards - Marketing]]
 |-
 | Security || System Access Management || For security and system security focused solutions || [[Dashboards - Security]]

@@ Line 18: / Line 18: @@
-With the Configuration done, a user selects the Panes they want in their Layout.
+With the Configuration done, a user refines the Panes they want in their Layout.
 With the Layout sorted the dashboard can then be the first page you see when you log in.  Alternately numerous dashboards can be created and accessed from anywhere in the system.
 = Archetypes =

@@ Line 2: / Line 2: @@
-The Dashboards module allows for prebuilt, predesigned panes of information to be collated into a single operational dashboard.
+The Dashboards module [[File:049.png]] allows for prebuilt, predesigned panes of information to be collated into a single operational dashboard.
@@ Line 9: / Line 9: @@
-= Configuration =
+= Set up =
-Dashboards are predominantly based on forms.  Existing forms can have dashboards applied.
+A user starts by going into the Dashboards module and creating a Configuration.
-A user starts by going into the Dashboards module and creating a Dashboard Configuration.  This is key configuration information which will help bxp know where to retrieve the information.  Each configuration is explained separately.  You choose from Archetypes.  Each archetype has different options.  You can have more than one Archetype aimed at the same form.
+This is key configuration information which will help bxp know where to retrieve the information.  Each configuration is explained separately.  You choose from Archetypes.  Each archetype has different options.  You can have more than one Archetype aimed at the same form.  You can read more about these below.
-With the Dashboard Configuration done, a user selects the Panes they want in their Dashboard.  Choosing the Panes leads to a Dashboard.
+With the Configuration done, a user selects the Panes they want in their Layout.
-With the Panes selected the dashboard can then be the first page you see when you log in.  Alternately numerous dashboards can be created and accessed from anywhere in the system.
+With the Layout sorted the dashboard can then be the first page you see when you log in.  Alternately numerous dashboards can be created and accessed from anywhere in the system.
@@ Line 62: / Line 62: @@
 |-
 |}

@@ Line 34: / Line 34: @@
 ! Focus
 ! Description
 |-
-| General || Non module related ||
+| General || Non module related || For useful tools and widgets for your dashboard || [[Dashboards - General]]
 |-
-| Pipeline  ||  Form Management || Sales pipeline and sales campaign management
+| Pipeline  ||  Form Management || Sales pipeline and sales campaign management || [[Dashboards - Pipeline]]
 |-
-| FieldSales  ||  Form Management || For field sales based sales programs
+| FieldSales  ||  Form Management || For field sales based sales programs || [[Dashboards - FieldSales]]
 |-
-| CRM  ||  Form Management || For Account Management and client development
+| CRM  ||  Form Management || For Account Management and client development || [[Dashboards - CRM]]
 |-
-| Membership  ||  Form Management || For membership management solutions
+| Membership  ||  Form Management || For membership management solutions || [[Dashboards - Membership]]
 |-
-| SupportDesk ||  Form Management || For help and support desk solutions
+| SupportDesk ||  Form Management || For help and support desk solutions || [[Dashboards - SupportDesk]]
 |-
-| Outbound  ||  Form Management || For outbound campaign management
+| Outbound  ||  Form Management || For outbound campaign management || [[Dashboards - Outbound]]
 |-
-| Project  ||  Form Management || For project management focused solutions
+| Project  ||  Form Management || For project management focused solutions || [[Dashboards - Project]]
 |-
-| Quality  ||  Form Management || For quality assurance and quality control focused solutions
+| Quality  ||  Form Management || For quality assurance and quality control focused solutions || [[Dashboards - Quality]]
 |-
-| CTI  ||  Form Management || For systems integration solutions and management
+| CTI  ||  Form Management || For systems integration solutions and management || [[Dashboards - CTI]]
 |-
-| Survey  ||  Form Management || For marketing survey, Net Promoter Score and Customer Effectiveness Based score management solutions
+| Survey  ||  Form Management || For marketing survey, Net Promoter Score and Customer Effectiveness Based score management solutions || [[Dashboards - Survey]]
 |-
-| Marketing ||  Form Management || For marketing management solutions
+| Marketing ||  Form Management || For marketing management solutions || [[Dashboards - Marketing]]
 |-
-| Security || System Access Management || For security and system security focused solutions
+| Security || System Access Management || For security and system security focused solutions || [[Dashboards - Security]]
 |-
 |}
 = Panes =

@@ Line 30: / Line 30: @@
 The following archetypes are developed in bxp
-{!
+{| class="wikitable"
 ! Archetype
 ! Focus