Dashboard Widgets

Package: BASIC

1. General

Any number of widgets can be added within a dashboard. It is also possible to add the same widget - e.g. List view of a module - multiple times within a dashboard.

The size and position of widgets can be freely configured.

2. Widget Actions

The following actions are available for widgets:

• Add widget
• Edit widget
• Delete widget

2.1. Add widget

To add a widget to a dashboard, the button „Add widget" must be clicked.

If a dashboard does not yet contain any widget, in addition to the button „Add widget" - which is always displayed at the top right of the dashboard - the info „Your dashboard does not yet contain any widgets" including the button „Add widget" is displayed:

Dashboard without widgets

After clicking the button, the popup „Add widgets" opens, in which all available widgets are listed:

Popup Add widget

The following widgets are available for a dashboard:

• List view of a module
• Notepad
• Email account
• Tasks & Appointments
• Tag Cloud
• Localisation
• Sales Funnel
• Widget Group
• Report
• Chart
• Cashflow
• KPI Header Bar

After selecting a widget by clicking, the configuration of the respective widget is displayed in the popup.

For detailed information on the configurations of the respective widgets, see the section Available Widgets.

2.2. Edit widget

Every widget has the actions icon „three dots" in the top right corner:

Action Delete widget

After clicking the icon, a flyout menu opens with the actions:

• Edit widget
• Delete widget

Edit widget

When editing a widget, more or less the same functionalities are available as when creating a widget. See the section Available Widgets for this.

The action Delete widget is described in the section Delete widget.

2.3. Delete widget

Every widget has the actions icon „three dots" in the top right corner:

Action Delete widget

After clicking the icon, a flyout menu opens with the actions:

• Edit widget
• Delete widget

After clicking the action „Delete widget", a popup window is displayed with the question of whether the widget should be irrevocably deleted:

Popup Delete widget

After clicking the button „Confirm", the widget is deleted.

If a widget has been deleted, e.g. by mistake, the widget cannot be restored but must be recreated!

2.4. Size of the widget

The size of a widget can be changed in two ways:

• Edit widget → select the desired size of the widget (small, medium or large) in the area „Select display"
• The widget can be changed in width and height by „dragging". To do this, move the mouse pointer over the bottom right corner of the widget. The mouse pointer changes to a diagonal double arrow. With the mouse button held down, the widget can now be dragged to the desired size.
  During this process, the content of the widget is hidden and the possible sizes are shown by means of a dashed frame.
  After releasing the mouse button, the size is changed accordingly and the widget is permanently saved with the new size.

2.5. Position of the widget

The position of a widget can be changed using Drag & Drop.

To do this, move the mouse pointer over the header of the widget. The mouse pointer changes to the „Move cursor" (“four arrows").

With the mouse button held down, the widget can now be dragged to the desired position.

During this process, the content of the widget is hidden and the possible positions are shown by means of a dashed frame.

After releasing the mouse button, the position is changed accordingly and the widget is permanently saved with the new position.

3. Available widgets

The following widgets are available for a dashboard:

• List view of a module
• Notepad
• Email account
• Tasks & Appointments
• Tag Cloud
• Localisation
• Sales Funnel
• Widget Group
• Report
• Chart
• Cashflow
• KPI Header Bar

3.1. List view of a module

In the widget „List view of a module", records of a module are displayed.

Widget List view of a module

Widgets for list views have a search (can be shown/hidden via the magnifying glass in the widget header), which also works when sorting and paging. The action menu of these widgets additionally contains the action „Show list" (for relation widgets, the record is opened with the appropriate relation; the selection is only temporary).

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget List view of a module

Field	Description
Name*	Name of the widget
Module*	Selection of the module from which records should be displayed.
View*	Selection of the View (List view)
Fields to be displayed*	Selection of the fields to be displayed using the button „Select fields". Selected fields can be arranged in any order after selection using Drag & Drop.
Select display	List view, small List view, medium List view, large

*Mandatory field

3.2. Notepad

In the widget „Notepad", short notes can be saved in order to always have them in view.

Widget Notepad

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Notepad

Field	Description
Name*	Name of the widget
Select display	Notepad, small Notepad, medium Notepad, large

*Mandatory field

3.3. Email account

In the widget „Email account", an email account can be selected in order to get a quick overview of Emails.

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Email account

Field	Description
Name*	Name of the widget
Email account*	Picklist of the email accounts which have already been created in the module Email accounts.
Select display	Email account, small Email account, medium Email account, large

*Mandatory field

Filter

Via the actions icon „Filter" in the header of the widget, the display can be restricted to the following Emails:

• Emails with high priority
• flagged Emails
• unread Emails

If a filter is active, the icon is displayed in the primary colour.

Widget Email account - Filter

3.4. Tasks & Appointments

In the widget „Tasks & Appointments", Tasks and/or Appointments can be displayed in order, for example, to get a quick overview of the current Tasks and Appointments.

Widget Tasks & Appointments

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Tasks & Appointments

Field	Description
Name*	Name of the widget
Default interval*	Today This week This month
Display	Tasks and appointment preview, Tasks small Tasks and appointment preview, Appointments small Tasks and appointment preview, medium Tasks and appointment preview, large

*Mandatory field

In the widget "Tasks & Appointments", only the user's own Tasks are displayed by default. Via a popup, the Tasks of certain groups can be shown.

After clicking the actions icon „Groups" (icon „User group"), a flyout menu opens. In this, the Tasks of all groups to which the user belongs can be selected for display using a toggle.

Widget „Tasks & Appointments" - Selection of groups

The setting for displaying group appointments is only temporarily valid. It applies only as long as no other tab on the home page is accessed or the home page is left completely.

If a task is marked as completed in the Tasks widget - both in the standalone Tasks widget and in the combined view - it is automatically hidden.

3.5. Tag Cloud

The widget „Tag Cloud" can be used to display tags from the system.

Widget Tag Cloud

Regardless of which view (dynamic or static) was chosen for the widget, the following applies: If a tag is clicked, a search is performed for records that are marked with this tag.

The records found are then clearly displayed module by module in a list view.

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Tag Cloud

Field	Description
Name*	Name of the widget
View of the Tag Cloud*	Dynamic view Static view In the dynamic view, the size of the displayed tags is determined by their frequency. In the static view, the size of all tags is the same.
Display tags with the following visibility*	All Public Mine
Display	Tag Cloud, small Tag Cloud, medium Tag Cloud, large

*Mandatory field

3.6. Localisation

The widget „Localisation" displays the distribution of Contacts, Organizations, leads and partners on a map.

Widget Localisation

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Localisation

Field	Description
Name*	Name of the widget
Country code to be used	Billing address Delivery address
Default display*	World Continent Country
Country	Selection of the country used for display. The selection is only available if the value „Country" was chosen in the field „Default display".
Continent	Selection of the continent used for display. The selection is only available if the value „Continent" was chosen in the field „Default display".
Filtering of the display	Organizations Contacts Leads Partner If no module is selected here, all modules are automatically displayed, otherwise only the selected ones.
Pre-filtering Organizations	Selection of a custom list view of the Organizations module, which can be used as a filter. A selection can only be made if the Organizations module was selected in the field „Filtering of the display".
Pre-filtering Contacts	Selection of a custom list view of the Contacts module, which can be used as a filter. A selection can only be made if the Contacts module was selected in the field „Filtering of the display".
Pre-filtering Leads	Selection of a custom list view of the Leads module, which can be used as a filter. A selection can only be made if the Leads module was selected in the field „Filtering of the display".
Pre-filtering Partner	Selection of a custom list view of the Partner module, which can be used as a filter. A selection can only be made if the Partner module was selected in the field „Filtering of the display".
Display	Localisation, small Localisation, medium Localisation, large

*Mandatory field

In the widget Localisation, no locations are displayed in the default display „Continent / World".

The locations are only displayed if a country is selected. To do this, click on the country in the map, or select a country via the list in the wide widget. Zooming into the map is not sufficient.
The widget setting „Country" automatically selects the chosen country. The setting „World" or „Continent" initially shows no locations.

3.7. Sales funnel

The Sales Funnel is a graphical representation of sums from the modules Deals, Sales Orders and Invoices.

Widget Sales Funnel

Which fields serve as the basis for the summation can be configured individually for each module.

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Sales Funnel

Field	Description
Name*	Name of the widget
Deals*	Available for selection here are all currency fields of the module, which serve as the basis for the summation.
Sales Orders*	Available for selection here are all currency fields of the module, which serve as the basis for the summation.
Invoices*	Available for selection here are all currency fields of the module, which serve as the basis for the summation.
Display	Sales Funnel, small Sales Funnel, medium Sales Funnel, large

*Mandatory field

3.8. Widget group

The widget „Widget Group" offers the possibility to display several widgets in one widget.

Widget Widget Group

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Widget Group

Field	Description
Select display	Widget Group, small Widget Group, medium Widget Group, large

Apart from the display setting, no further settings can be made when creating the widget.

Adding widgets to a widget group is done via the group's action menu instead of via a button next to the tabs. The order of the widgets within a widget group can be set by each user themselves; it is saved per user and is retained after reloading.

3.9. Report

The widget „Report" displays the records of any Report from the module of the same name.

A report can be displayed or exported directly using the corresponding action:

Widget Report - Actions

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Report

Field	Description
Name*	Name of the widget
Report*	Picklist of all available reports from the module Reports
Display	Report, small Report, medium Report, large

*Mandatory field

3.10. Chart

The widget „Chart" enables the display of a Chart which was configured in the list view of a module.

Widget Chart - Line chart

Widget Chart - Pie chart

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Chart

Field	Description
Name*	Name of the widget
Chart*	Selection of the chart (see screenshot below)
Display	Chart, small horizontal bar chart Chart, medium horizontal bar chart Chart, large horizontal bar chart

*Mandatory field

Selection of the chart: After clicking the actions icon „List" in the field „Chart", the popup window „Charts" opens, in which a chart can be selected for display in the widget:

Popup Charts

Special action „Maximise widget" for charts: When a widget is edited, for the widget „Chart", in addition to the actions „Edit widget" and „Delete widget", the action „Maximise widget" is also available.

Using the action, a chart can be displayed maximised in a separate popup window:

Widget Chart - Action Maximise

Widget Chart maximised

3.11. Cashflow

Overview

The widget „Cashflow" shows a forecast of future income and expenses over a defined period.

It serves to quickly overview the expected liquidity development of a company.

The display is based on data from several system modules:

• Contracts (recurring revenue)
• Invoices
• planned instalments
• Deals from the sales pipeline
• planned costs from the controlling module Controllix

The widget helps in particular management, sales and controlling to identify and assess future Cashflow developments at an early stage.

Widget Cashflow

How it works

The chart compares income and expenses per period. This results in the expected Cashflow.

Income can come from the following sources:

• Contracts: recurring revenue from active Contracts
• Invoices: already invoiced revenue
• planned instalments: planned partial payments from projects
• Deals: potential revenue from open sales opportunities

Deals are displayed with dashes in the chart, as they are potential and not yet secured revenue.

Expenses come from the module Controllix and can, for example, include:

• personnel costs
• license costs
• marketing costs
• rent
• depreciation
• other operating costs

Cashflow calculation

The Cashflow is automatically calculated per period:

• Cashflow = Income – Expenses

The result is displayed highlighted in the chart:

• Green: positive Cashflow (surplus)
• Red: negative Cashflow (deficit)

This allows critical periods to be quickly identified.

Chart types

The Cashflow widget can be displayed in three different chart types:

• Bar chart → Income and expenses are displayed as bars per period. This display is particularly suitable for the direct comparison of individual periods.
• Area chart → The development of income and expenses is visualised as an area over time. This display is particularly suitable for identifying trends and developments over longer periods.
• Tabular display → Income and expenses are listed at the record level in a table. Each record appears as a single row with the complete date – there is no aggregation by month or quarter. Separate CSV exports are available for income and expenses, which can be opened directly in Excel. This display is particularly suitable when the exact due date of individual items is the focus.

Configuration of the widget

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget Cashflow

Field	Description
Name*	Name of the widget
Interval*	monthly quarterly
Period*	1 year 2 years 3 years
Organization	Controls whether the display is restricted to one Organization. By default, the data of all Organizations is displayed. The selection applies to the chart, the table and the CSV export. The selected Organization is displayed in the subtitle of the widget.
Controllix*	Controls whether planned costs from the module Controllix are taken into account in the chart.
Deals*	Determines whether open Deals from the sales pipeline are included in the Cashflow forecast.
Filter for Deals	Status Pipeline phase Responsible sales Deal type Deal volume Button „Add group" Via the function „Add group“, additional data categories can be included in the chart. Examples of additional groups: Marketing costs IT costs external Services further revenue categories This allows the Cashflow analysis to be displayed in more detail.
Select display	Cashflow, bar chart medium Cashflow, bar chart large Cashflow, area chart medium Cashflow, area chart large Cashflow, table medium Cashflow, table large

*Mandatory field

On mouseover, details about income and expenses for the respective period are displayed in a flyout window.

Widget Cashflow - Details income and expenses

Typical use cases

• Liquidity planning → Management can identify at an early stage in which periods liquidity surpluses or shortfalls could arise.
• Sales management → Sales can see what influence pipeline Deals have on future liquidity.
• Budget planning → Controlling can analyse how planned costs affect the Cashflow and whether adjustments are necessary.

3.12. KPI Header Bar

The widget „KPI Header Bar" shows selected key figures (KPIs) at a glance.

Configuration

The values for the KPIs are stored in the following settings:

• My Preferences - KPI settings (revenue targets of the quarters and leads compliance)
• Global settings - Company information (start of financial year)

Configuration of the widget

After selecting the widget, the settings for the configuration are as follows:

Configuration Widget KPI Header Bar

• Data basis for all groups → Determines which data flows into the calculation of the user-related KPIs. Applies to all groups of this widget.
  • My KPIs → Only own Deals, customers and revenue flow into the calculation.
  • Company-wide → All teams and users - the KPIs show the entire company.
• 1. Group → Group name
• Category → Picklist of the category
  • Funnel & Pipeline KPIs
  • Performance & Velocity KPIs
  • KPIs for SaaS
  • Result KPIs (output)
• Select KPI → Selection of one or more KPIs of the selected category
• Add group → Button to add further groups - and thus further KPIs from another category

Available KPIs

16 KPIs are available, which are divided into four categories:

• Funnel & Pipeline KPIs
  • Pipeline Coverage Ratio → Open pipeline value in relation to the revenue target of the current financial year in percent. Counted are the annual recurring net values of all open Deals with a close date in the financial year; the target is the sum of the quarterly revenue targets of the selected users. A value over 100 percent means that the pipeline mathematically exceeds the target.
  • Win Rate → Share of won Deals of all Deals closed in the current financial year in percent, measured by close date: won divided by won plus lost. Open Deals are not included. The comparison is with the entire previous financial year.
  • Pipeline Value After Stages → Sum of the net values of all open Deals with a close date in the current financial year, recurring and one-off shares combined. Won and lost Deals are not included. The chart shows the distribution across the sales phases. The comparison is with the previous financial year.
  • Annual Contract Value → Average annual contract value of all Contracts active as of today: sum of the annual recurring net values divided by the number of Contracts. Terminated and inactive Contracts are not included. The comparison is with the status twelve months ago.
• Performance & Velocity KPIs
  • Sales Cycle Length → Days from Deal creation to close date - on average across all new customer Deals won in the current financial year. Existing customers do not count. Fewer days than in the previous year is a positive development.
  • Actual vs. Plan → Achieved share of the revenue target since the start of the financial year in percent: net values of all Deals won to date divided by the quarterly revenue targets of the selected users for the course of the financial year so far. The comparison is with the same period of the previous financial year.
• KPIs for SaaS
  • Net Revenue Retention → Development of the monthly recurring revenue of existing customers over the last twelve months, taking into account terminations, contract reductions and extensions. New customers and their revenue are not included. A value over 100 percent means that the existing base grows even without new business.
  • Customer concentration → Share of the five Organizations with the highest invoiced revenue of the total invoiced revenue. All Invoices created in the last twelve months are taken into account with their net total amount, except historicised and uncollectible Invoices. One-off Services such as projects or consulting are included. The higher the value, the stronger the dependence on individual customers.
  • Monthly Recurring Revenue → Sum of all recurring contract values active as of today, converted to one month. Contracts with a start date in the future are not taken into account. Terminated Contracts count until their contract end.
  • Churn Rate → Share of the monthly recurring contract values present at the start of the month that is lost in the current month through terminated Contracts or value reductions. The basis is all Contracts that were active at the start of the month. The comparison is with the previous month.
  • Annual Recurring Revenue → Sum of all recurring contract values active as of today, extrapolated to twelve months. Contracts with a start date in the future are not taken into account. Terminated Contracts count until their contract end.
  • Average Revenue per Account → Average recurring revenue per paying account: sum of the recurring contract values of all Contracts active as of today, divided by the number of accounts to which these Contracts belong. One-off Services such as consulting or projects are not included.
• Result KPIs (output)
  • Win Rate → Share of won Deals of all Deals closed in the current financial year in percent, measured by close date: won divided by won plus lost. Open Deals are not included. The comparison is with the entire previous financial year.
  • Closed Lost Revenue → Sum of the net values of all Deals lost in the current financial year, measured by close date. Recurring and one-off shares count together. A decrease compared to the previous financial year is rated as a positive development.
  • Closed Won Revenue → Sum of the net values of all Deals won in the current financial year, measured by close date. Recurring and one-off shares count together.
  • Net New Customers → Number of customers won in the current financial year minus the customers lost. A customer is considered won if their first active contract was sold in the period, and considered lost if their last contract was ended in the period and no active contract remains. The comparison is with the previous financial year.

Example - KPI Annual Recurring Revenue