How to add Goal related dashlet on Kylas Dashboard?

How to add Goal related dashlet on Kylas Dashboard?

This article covers detailed steps on how to add a Goal related dashlet on Kylas Dashboard. Having a Goal Dashlet on the dashboard makes it easy for you to monitor your team’s performance at a glance and optimize actions based on real-time data.

Prerequisites:

 
  1. Permissions: Any user with read and create permission on Dashboard 
  1. Permissions: Any user with read permission on Goal and related entity  
  1. Product Plans: Elevate + Add on

Step1. Login into Kylas CRM Account >> Navigate to "Create New" button on CRM dashboard. 



Step 2. Click on the "Create New" button then you will be able to see the below page. 




Step 3. You can change the Name of Dashboard if required, click on "Add Dashlet"


Step 4. You can select the “Type of dashlet to be added” and “Related entity” 

As given below image.  


Step 5. On adding required Dashlet & Entity >> Click on Next button CTA >>Choose type of data to display >>Add button CTA. 



Step.6 After adding dashlet you will be able to see one “Save” button CTA on dashboard listing page. When you click on that “Save” button then your dashlet saved successfully on your dashboard and you will receive one toast message “Dashboard Created”. 




Step.7 Once added you can choose from dropdown to view customized Dashboard if you have created. 

There is provision to set custom Dashboard as Primary, steps listed below. 

Choose custom Dashboard >> Click on Gear Icon >> Mark as Primary 

​

    • Related Articles

    • How to create a custom Dashboard in Kylas CRM?

      This article covers the steps to be followed and the pre-requisites for creating custom dashboards in Kylas CRM. Prerequisites Permissions: Any user with create permission on Dashboards Module and read permission on Lead/ Contact/ Deal/COmpany/Call ...

    • How to see Task on your Dashboard

      This article will cover details steps to know how to view Tasks on dashboard What is a task in Kylas CRM? Prerequisites Permissions: Any user with permission to Read a Task Product Plans: Embark/Elevate Activities to be Completed: None Steps Step 1: ...

    • What are different dashlets available in Kylas CRM?

      There are currently 3 types of dashlets supported in custom dashboards feature provided by Kylas CRM. They are: Smartlists - This dashlet lets user choose the frequently accessed smartlists and place the same on the dashboard. Clicking on this widget ...

    • How to see Meeting on your Dashboard

      This article will cover details steps to know how to view Meeting on dashboard Prerequisites Permissions: Any user with permission to Read a Meeting Product Plans: Embark/Elevate Activities to be Completed: None Steps Step 1: Navigate to Meeting on ...

    • How to set up Dashlets (Smart List / Reports)

      There are currently 3 types of Dashlets supported in custom dashboards feature provided by Kylas CRM. They are: Smartlists Grouped Smartlists Reports This article covers the steps to be followed to set up custom Dashlet. Prerequisites Permissions: ...