How do I select widgets to include in my dashboard?

How do I select widgets to include in my dashboard?

Selecting the right widgets is an important part of the setup process. This article will breakdown best use case widgets available between the available personas. Your consultant will also recommend widgets during the launch process based on your business use case to help guide you.

You can learn more about the widgets available for v4 here: Dashboard Widget Descriptions v4

Channel Manager persona

Below are the widgets we recommend every channel manager add to their dashboard by business use case:
These are the most popular channel enablement use cases. You may find you have your own unique business use case, so don't forget to review the entire list of widgets to select what would work best! 

Partner recruitment

  1. Web leads
  2. Channel manager stats
  3. Activity and company lists

Partner engagement & vibrancy

  1. Channel manager stats
  2. Organization leaderboard
  3. Partner activity and organization stats
  4. Organization group report

Opportunity tracking

  1. Opportunity revenue target widget
  2. Opportunity summary
  3. Shared leads report

Deal registration

  1. Any deal to opportunity widget
  2. Opportunity summary
  3. Opportunity revenue target widget

Certification and onboarding

  1. Channel manager stats
  2. Organization leaderboard
  3. Linear Playbook Summary widget

Asset Management

  1. Organization leaderboard
  2. Asset utilization
  3. Popular assets used
  4. View Assets

Channel Partner persona

Widgets within the channel partner dashboard are configured by super administrators.
Select the widgets that would work best for your business use case. Remember the goal is to get your partners the information they need to work as efficiently as possible! The recommended widgets in this section are geared towards generating user activity within the platform.

Opportunity or deal registration

  1. Quick links
  2. Opportunity summary
  3. Activity and company lists

Sales or marketing challenges

  1. View Assets
  2. Web leads
  3. Activity and company lists
  4. User leaderboard
  5. Promotions

Onboarding and Training

  1. Playbooks - Large thumbnail
  2. Playbook To-Dos
  3. Linear Playbook widget
  4. View Assets

Corporate marketing persona

Widgets within the corporate marketing persona are configured by super administrators.
Select the best widgets to help you track contact activity and funnel growth/development.

Contact and lead activity

  1. Prospect conversions
  2. Web leads
  3. Activity and company lists

Sales persona

Widgets within the sales persona are configured by super administrators.
Select the widgets that would work best for your business use case. Remember the goal is to provide Sales users the tools they need to work as efficiently as possible! The recommended widgets in this section are geared towards lead activity and sales follow up.

Contact and lead activity

  1. Activity Feed
  2. Activity and company lists

Sales Challenges

  1. Playbook To-Dos
  2. Playbooks - Large thumbnail
  3. View Assets

Opportunity or deal registration

  1. Opportunity summary

Sales Manager persona

Widgets within the sales manager persona are configured by super administrators.

Select the widgets that would work best for your business use case. Remember the goal is to provide Sales Managers the tools they need to work as efficiently as possible! The recommended widgets in this section are geared towards lead activity across your organization and sales team reporting. 

Sales Rep Engagement and Vibrancy

  1. Sales User Leaderboard

Contact and lead activity

  1. Activity Feed
  2. Activity and company lists
  3. Prospect Conversions
  4. Shared Leads Report

Sales Challenges

  1. Sales Manager Stats
  2. View Assets

Opportunity or deal registration

  1. Opportunity summary

Marketing Manager persona

Widgets within the marketing manager persona are configured by super administrators.
Select the best widgets to help you track content engagement and funnel growth/development.

Contact and Lead Activity

  1. Activity Feed
  2. Activity and company lists
  3. Web Leads

Marketing Challenges

  1. Last 5 Drip campaigns
  2. Last 5 email campaigns

Asset Utilization and Reporting

  1. Popular Assets Used
  2. Asset Utilization

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