Dynamic Dashlets for List View in SugarCRM

by Katie Liesmann on December 3, 2015

The intelligence panel that was introduced in Sugar 7 not only displays dashlets alongside list views, but it has given us more ways to customize Sugar to provide the most relevant information to users.

Accounts tab in SugarCRM

Then intelligence panel gives users a quick snapshot of all the records in a module by displaying an assortment of dashlets including:

  • A forecast by quarter pipeline chart in the Opportunity list view
  • A list of leads broken down by the assigned rep in the Leads module list view
  • A chart displaying the top 10 Sales Opportunities

For one customer, we customized these dashlets so they would change in real-time according to the information being displayed in the list view.

When a user adds a filter, the data changes accordingly. In the image below, I filtered the leads list view to only show leads assigned to me--so the dashlets on the side reflect only leads assigned to be broken down into a lead source, rather than all lead records in the system.

 SugarCRM dashlet

WIth no filters, the dynamic dashlet currently displays a chart of all the data.

SugarCRM dynamic dashlet

After adding the filter "Texas", the dynamic dashlet includes only Texas records in the chart.

This functionality doesn’t come out-of-the-box with Sugar and is a customization we created to increase the power of intelligence panel dashlets. For more information on this customization or other dashlet projects, contact us here.

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PRODUCT: SugarCRM

AUDIENCES: Administrators End Users

Katie Liesmann
Marketing Manager at UpCurve Cloud
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