Dashboards, Widgets, and Mission Control

Contents

Introduction
Widgets
Adding Widgets
Configuring Widgets
Charts
Mission Control
Staff Messages
Related Guides and Videos

Introduction

Dashboards are customizable views of your system's data that you can configure to show you an overview of the information that's most valuable to you.

Dashboards are currently available in the following areas:

  • Reports module
  • Fundraising module
  • Login home (aka the Admin Dashboard or "Mission Control")

Each dashboard comes with a set of default widgets that display some common or popular sets of information, such as Incomplete (i.e. pending or declined) Transactions, Materials to Send, Activities Lists/Calendars, and so forth.

However, you can customize your dashboard views with any of a broad variety of widgets to display the information that interests you most, in the area where you most need to see it.

Note: Each System User is able to configure their own personal dashboard in each of the locations listed above. Changes made by one System User will not apply to other System Users' dashboards.

Widgets

The widgets available to you in your Dashboards fall into the following categories:

  • Lists (totals and links)
  • Analytics (KPIs, comparison and calculated stat lists, etc.)
  • Charts
  • Alerts/To-Dos/Reminders (e.g. activities, incomplete transactions, materials to send)

To add a widget, click the gear icon at the top right corner of the Dashboard page and select Add New Widget.

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A window will pop up with a full menu of all available widgets.

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If you know the name of the type of widget you'd like to add, you can type it into the Search field at the top of the window. The search will look for a match in both the name and the description of the widget.

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You can also search for widgets from the left menu by module...

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...or by category:

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Configuring Widgets

After you add a Widget, you can further configure it by clicking on the gear icon in its top right corner, and then selecting Configure.

For example, when you configure the Membership Stats widget, you can customize the Membership Levels you'd like to be displayed; whether or not you would like to view information by Calendar Year or Fiscal Year; the widget's title, size, number of rows and columns; and whether you would like the results to be displayed in descending or ascending order.

Tip: Dashboards in NeonCRM are divided into three columns. The "Widget Size" setting allows you to specify whether you want that widget to take up one, two, or three columns' worth of space in its row. For widgets with more text content or that contain more or longer column headers, this is the setting that will make the contents of your widget more readable.

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To remove a widget, click the gear icon in the top right corner and select Remove Widget.

Removing a widget will only hide it; you can always re-add any widget later if you change your mind.

Charts

One of the available categories of widget is Charts.

zd_dash_charts.jpg

Many charts offer a selection of metrics that you can choose to be measured by that chart.

The list of available metrics is set and cannot be edited, but the chart list offers a wide variety of options. We recommend exploring all of the types of charts available to you.

Mission Control

Also known as the Admin Dashboard, this is the first page a System User sees upon logging in to your system.

The main differences between Mission Control and the other dashboards are the following:

  • This dashboard automatically includes a Welcome Widget at the top:

    zd_dash_welcome_widget.jpg

    Click Learn How Now to view a short tutorial on how to use dashboards. Click Remove this Widget to hide the Welcome Widget from your dashboard.
  • If you move to another page, you can come back to it by clicking Mission Control in the left navigation menu, or your organization icon at the top of any NeonCRM page.

    zd_nav_back_to_mc.jpg

  • Mission Control has a section at the top of the page for Staff Messages. This section is described below.

Staff Messages

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This message displays at the top of the Admin Dashboard page. You can also access it by going to Accounts tab > Staff Messages. It is visible to any System User who logs in to NeonCRM, and is the same for all System Users.

This feature is composed of two sections:

  1. Admin Message
  2. Posts

The Admin Message is only editable by users with System Administrator permissions. To manage this message, click the gear icon in the top right corner:

zd_admin_message_menu.jpg

The Configure option allows you to specify if you want the message space to occupy a whole row of your dashboard (the Three-Column option) or just two-thirds of it (the Two-Column option).

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Enabling "Auto-Hide Large Content" will set a maximum height of 500 pixels to the admin message; any content beyond that height will be hidden behind a scrollbar.

Clicking Edit Message from the configuration menu will allow you to manage the message content through a WYSIWYG HTML content editor. You can insert formatted text, images, embedded videos, or nearly any other web content.

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Once you are finished editing the message, click Save Content.

Clicking Enable Posting from the configuration menu allows system users to add separate posts below the admin message.

Posts

The Posts section is a simple message board that allows any System User to place messages in a public, easily visible area.

Each message consists of a title, content, a posting time stamp, the poster's user name, and the controls to edit and delete a message. The contents of a message are built using NeonCRM's content editor, and can contain formatted text, images, and other rich web media.

To create a new post, click the New Post button.

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Enter a Title for the post and add your desired content. When you are ready to post the message, click Save Post.

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Clicking on the title of a message displays its contents. To edit or delete a saved post, click the appropriate button on the post.

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System Users can only edit and delete their own posts. Users with System Administrator permissions can edit and delete posts made by any user.

Administrators can also disable the Staff Messages system by clicking Disable Posting. This will hide the entire Posts section from all users. To re-enable this section, click "Enable Posting". Disabling and Enabling the Posts section will not delete any existing messages.

Related Guides and Videos

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