1. Home Dashboard widgets

In Home Dashboard the user can add a widget from the relevant action on the menu which appears when clicking on the photo on the top right corner.

Relation Types

Virtual Lounge

Type	Name	Description	Component	Resource Key	Business Case
Admin	Workflow List	View, edit and configure Workflows, using the Workflow Designer	Tile Link Widget
Admin	Workflow Session List	View and configure Sessions related to Workflows	Tile Link Widget
Whole Sales	Whole Sales User Opportunities	The number of Whole Sales Opportunities assigned to you at the moment	Count Link Widget
Whole Sales	Whole Sales User Leads	The number of Whole Sales Leads assigned to you at the moment	Count Link Widget
Whole Sales	Whole Sales Active User Opportunities	View all Active Whole Sales Opportunities created by or assigned to you, and quick-edit their current Workflow or other details	Count Link Widget
Whole Sales	Whole Sales Active User Leads	View all Active Whole Sales Leads created by or assigned to you, and quick-edit their current Workflow or other details	Count Link Widget
Whole Sales	Whole Sale Opportunities		Grid List
Whole Sales	Whole Sale Leads		Grid List
	Weather	Current weather conditions, at a glance	Weather	OD0003313
	Vehicles Inventory	View all Vehicles and filter results by Status, Make, Model, Registration Date, Mileage, Price and other criteria	Tile Link Widget
Admin	Users Logins List	View, edit, create and remove User Logins, including the Domains and Locations where Users are allowed to log in	Tile Link Widget
Admin	Users List	View, edit, create and remove Users	Tile Link Widget
Unassigned	Unassigned Purchase Leads	View & select purchase leads that are not yet assigned to a Sales Advisor	Tile Link Widget
Unassigned	Unassigned Opportunities	View & select opportunities that are not yet assigned to a Sales Advisor	Tile Link Widget
Unassigned	Unassigned Leads	View & select leads that are not yet assigned to a Sales Advisor	Tile Link Widget
Unassigned	Unassigned Complaints	View & select complaints that are not yet assigned to a Sales Advisor	Tile Link Widget
Admin	UI Activity Group	View, edit and configure the user interface and interactions within Workflows, based on Groups.	Tile Link Widget		12036
	Sales Person Performants	Your top-three performing Sales Persons by revenue generated (Opportunities Won)	Custom Razor View	OD0001904
After sales	Today's Delivered Job Cards	Job Cards assigned to the user that were delivered today	Count Link Widget	OD0011095	12280
	Today's Appointments	Appointments assigned to the user that have today's date as Appointment Date	Count Link Widget	OD0011093	12280
	Test Drive Calendar		Tile Link Widget	OD0004045	12080
Admin	Tenants List	View, edit and configure Tenants	Tile Link Widget		12036
Admin	Teams List	View, edit and configure Teams for reporting purposes	Tile Link Widget
Admin	State Attribute	View and edit the States within Workflows, such as Initial Visit, Phone and Email Follow-up etc	Tile Link Widget		12036
	Team Overdue Activities		Grid List	OD0006265
Admin	Stage Group	Manager View	Grid List	OD0006265
	Sales Persons		Tile Link Widget
	Sales Areas List	View all Sales Persons managed by you. Access their Calendar, KPIs, Leads, Opportunities, Absence Requests and other data, including collaboration tools	Tile Link Widget	OD0001890	1630
Admin	Roles List	View, edit and configure Roles	Tile Link Widget		12036
	Relation Types	Relations list	Grid List	OD0010059
After Sales	Ready For Delivery	Job Cards assigned to the user filtered by their Stage	Count Link Widget	OD0011331	12280
	Overdue Activities		Grid List	OD0006264
	Opportunities	The number of Opportunities assigned to you at the moment	Count Link Widget	OD0000638	1550
	Opportunities	Opportunity reassignment	Tile Link Widget	OD0000638	1530
	Open Team Tasks	Shows the number of open tasks assigned to a team of the current user	Count Link Widget	OD0011358	12311
Omni - Channel	Omni-channel - My Account	The My Account administrator panel, where you can manage your Organizations my Account	Omni Channel Tile Link User Token Widget
Omni - Channel	Omni-channel - Campaigns	Link to the Campaigns Management app, where you can plan and execute effective omni-channel campaigns	Omni Channel Tile Link User Token Widget	OD0001894
Omni - Channel	Omni-channel - Call Center - Agent		Omni Channel Tile Link User Token Widget
Omni - Channel	Omni-channel - Call Center - Manager		Omni Channel Tile Link User Token Widget
	Top Open Deals	Your Open Opportunities, by descending amount (bigger Opportunities first)		OD0001895
	Top Hot Deals	Your Open Opportunities, by descending temperature (Deal Thermometer). Opportunities closer to Won are the Hottest
	Notifications	Your most recent Notifications	Grid List	OD0000043
	New WhatsApp Messages	Unread WhatsApp messages from business partners	Grid List	OD0013046
	My Tasks	View and quick-edit all Tasks created by or assigned to you	MyTasks	OD0000406	1610
	My Tasks	The number of open Tasks you have at the moment	Count Link Widget	OD0000406	1610
	My Opportunities	View all Opportunities created by or assigned to you, and quick-edit their current Workflow	Grid List	OD0004398	12097
	Leads	View all Active Leads created by or assigned to you, and quick-edit their current Workflow or other details	Grid List	OD0004397	12097
	My Bookmarks	Create, organize and view Bookmarks to your favorite web locations	My Bookmarks
	My Agenda	View your agenda, updated with all personal or sales-related activities created by or assigned to you and keep track of upcoming tasks	Agenda	OD0001908
Admin	Locations List	View, edit and configure or remove all Companies and Branches Locations	Tile Link Widget		12036
	List of Open Team Tasks	Shows list of open tasks assigned to a team of the current user	Full Grid List	OD0011359	12311
	Leads	Current Sales Person Leads	Grid List	OD0000fa-IR5	1551
	Leads	View all Active Leads created by or assigned to you, and quick-edit their current Workflow or other details	Grid List	OD0000fa-IR5	1551
After Sales	Job Cards In Progress (all)	Job Cards filtered by their Stage	Count Link Widget	OD0011090	12281
After Sales	Job Cards Checked In (all)
After Sales	Job Cards (all)	Job Cards filtered by their Stage	Count Link Widget	OD0011086	12281
After Sales	Job Cards	Shows the open job cards	Full Grid List	OD0000319	12161
After Sales	Job Cards	Job Cards assigned to the user filtered by their Stage	Count Link Widget	OD0000319	12280
Admin	Inquiry Workflow Selection	View and configure all Inquiry Workflows	Tile Link Widget		12036
After Sales	In Progress	Job Cards assigned to the user filtered by their Stage	Count Link Widget	OD0007618	12280
Admin	Groups List	View, edit and configure Groups within each Domain	Tile Link Widget		12036
Admin	Entity Dimensions List	View, edit, create, configure or remove Entity Dimensions in your Organization, for filtering purposes	Tile Link Widget		12036
	Contact Persons	View, edit and configure all Contact Persons created by or assigned to you	Tile Link Widget	OD0000fa-IR3
Admin	Companies List	View, edit and configure all Companies	Tile Link Widget		12036
After Sales	Checked In	Job Cards assigned to the user filtered by their Stage	Count Link Widget	OD0011332	12280
	Calendar	View the company calendar, updated with all personal or sales-related activities created by or assigned to you and keep track of upcoming tasks	Tile Link Widget	OD0000686
	Business Partners	View, edit and configure Business Partners such as Leads and Customers	Tile Link Widget	OD0000569
Admin	Business Cases List	View, edit and configure Business Cases	Tile Link Widget		12036
	Branches List	View, edit and configure this Company's Branches, including initial set-up, team creation, passwords set-up and more	Tile Link Widget		12036
	Birthday List	Current Sales Person Contact Persons Birthday List	Birthdays	OD0010916
	Autohaus Reisacher GmbH	Your Facebook page and latest posts, at a glance	Facebook Page Box
	Appointments	Pending appointments	Grid List	OD0009601	12161
	Announcements Link	View a list of company-wide Announcements	Announcement Tile Link Widget
	Announcements	View a list of company-wide Announcements	Grid List	OD0001586
Admin	Activity Type	View and configure Activities within Workflows	Tile Link Widget		12036
	Activities	Reassign Activities between Sales Persons	Tile Link Widget	COMM00022
	Active Campaigns		Grid List	OD0012888
Admin	Action Container Grid List	View and quick-edit all Sales Cases created by or assigned to you, updating their Workflows with Activities	Grid List	OD0003441
	Virtual Lounge	Show list of Business Partners in Virtual Lounge	Grid List
	E-mail Channel Performance	Displays the campaign performance by e-mail statistics	Custom Razor View
Admin	Domains List	View, edit and configure all Domains	Tile Link Widget		12036
	Opportunities	Opportunity reassignment	Tile Link Widget	OD0000638	1530
	Workshop Dispotool Utilization		CustomRazorView	OD0012946	12177
	Today's Delivered Job Cards (all)	Job Cards that were delivered Today	CountLinkWidget	OD0011102	12281
	Today's Appointments (all)	Appointments that have today's date as Appointment Date	CountLinkWidget	OD0011100	12281
	The most recent Publications		Linq Grid List	OD0006597
	Job Cards Ready For Delivery (all)	Job Cards filtered by their Stage	CountLinkWidget	OD0011092	12281

VSS 4.0_DSW

1. Home Dashboard widgets

Analytics

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