How do I configure Intelligence Dashboards in Contacts App?

Updated on April 16, 2021 08:13AM by Admin

Apptivo Intelligence Dashboards for Contacts app gives you the ability to visualize and analyze your data using custom dashboards. You can create and customize dashboards to get a simpler overview of the real-time information about your current business process in the form of charts and tables.

To add the Intelligence Dashboard please follow these steps.

  • Create a Chart
  • Create a New Dashboard

Steps to Create Charts

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

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

  • 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 Contacts, the employee will have access to the Charts.

Name

 

  • 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 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.
Condition

  • Here, set the Criteria on Value Restriction: Condition to include the records only if the contacts are created by the selected person.
  • Once the criteria are set, click on the Create button.
Criteria

  • 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 Created On.
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 First Name.
Y Axis

  • Then, click on the Filter Tab, enable the Filter.
  • Here, the Contact Type and Follow up Date attribute are selected for the Filter option.
  • Then, Click on the Create button.
Filter attributes

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

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 Contacts App.

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

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

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

  • 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.
Drag and Drop

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

  • Now, go to the dashboards section in the Contacts App.
  • You can see the created dashboard - Analysis Dashboard 2020.
Home Page

  • 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.

Filtered Values