A Must Have Tool for Creating Dashboards in Sugar 7

by Amanda Anderson on October 8, 2015

UpCurve Cloud recently upgraded its internal Sugar system to Sugar 7. We’ve been busy upgrading our customers over the last several months, so it was a major accomplishment to get our own system up to par and to take advantage of all the new features. In Sugar 7 users can setup dashboards on their homepage and also on the list view and record view within each module.

 

The dashboards are valuable to have, but I was exhausted after setting up all of them on the homepage and Leads, Contacts, Opportunities, and Accounts modules. It took quite a bit of time and I knew there had to be a better way. It’s a major burden on the end user to set up each dashboard and to know exactly what they may need. It hinders user adoption to not have the dashboards, but causes a lot of friction and pushback to ask a large sales team or department to create these dashboards themselves.

A few years ago, UpCurve Cloud did a customization project for a customer to build a dashboard manager for Sugar 6. The idea was that Admins could build the ideal dashboard for a sales rep and push that dashboard template out to all users within the sales team.

It was a pretty cool customization, however, it wasn’t compatible with Sugar 7 and would take several hours of development for us to reproduce for another customer. Since Sugar 7 has 20 times more areas to set up dashboards than Sugar 6, I knew this was going to be a commonly requested feature. Our team did some searching to find if there was a plugin to push dashboards to users at a cost that more customers would be willing to pay.

In that search we found Dashboard Template Deployer for Sugar 7, which is a plugin built by UpCurve Cloud counterpart in Europe, Synolia.  Here is a breakdown of how the plugin works:

Step 1: After installing the plugin, setup the ideal dashboards and dashlets on any user’s account. This can be a regular or Admin user. Because you will only need to do this once, you could also create a new user for this, and then switch that user to inactive later.

Step 2: Create a template for the dashboards using the new Dashboard Manager (located in the Admin section). You can then load all dashboards from a specific user’s account into the template. All dashboards from the home page, list views, and record views will be saved in the template.  

 

Step 3: Once the template is loaded with the saved dashboards, you can either deactivate the template user or modify the existing users dashboard without modifying the template. The next step is to deploy the template to your users. This will override their existing dashboards and will replace them with the template setup. However, the users can modify their own dashboards after the update.

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For a one-time fee of $949, companies can utilize this plugin for all current and future users of Sugar. We strongly recommend this plugin because of the undeniable benefit to user adoption and time saved. Definitely worth the money! If you have any questions feel free to message us here, or comment below if you have feedback on the plugin.

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PRODUCT: SugarCRM

AUDIENCES: Administrators End Users