1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. Create a Chart from the Default Saved Search

Create a Chart from the Default Saved Search

You can save time when you select Default as your saved search in the Create Configuration page. That's because selecting the default saved search as your source, makes it possible for you to change the filters directly in the Visualization Configuration tool. Entering filters directly, eliminates the need for you to create and manage a specific saved search for each visualization.

The visualization you create is based on the default saved search for the object that's shared with the sales organization as a whole.

  1. Navigate to Configuration > Application Composer.
  2. Click Visualization Configuration in the right-hand pane.

  3. In the Visualization Configurations page, click Add.

  4. From the Create Configuration page, Source Type field, select the Adaptive Search.

  5. Select the object.

  6. Leave the Saved Search field set to Default. This selection specifies to use the default saved search for the object.

  7. In the Visualization Type field, choose the visualization type, such as a bar chart, pie chart, donut chart, combo chart and so on.

  8. In the Details section, enter the dimensions and other preferences for the visualization. Which attributes are available depends on the type of visualization you're creating. The values you can enter in the attributes depend on your Adaptive Search setup.

    Important: Only attributes that have been enabled for Group By in Adaptive Search are available for selection as your chart axes. For example, if you're creating a chart of opportunities by team member, then you must enable the Group By option for both Team Members and Team Member attributes in Adaptive Search setup. For details, see the topic How do I enable the filtering of visualizations by team members?
    .

  9. The Filter bar initially displays the filters in the default saved search. You can update or delete these filters and your own filters.

    Screenshot of Filters bar with sample filters.

  10. Enable salespeople to drill down to the list page by turning on Drill Down.

    When salespeople click one of the sections of the chart, the application displays a drill down page with a list of the records in that section. The columns are provided by the default saved search.

  11. Set the Status field to Active.
  12. Click Create to save the configuration.
  13. Note the number of the visualization configuration on the list page. You'll use the number to include the visualization in the Sales Dashboard.