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.

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.

 

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

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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