1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. Table and Chart Visualizations at Runtime

Table and Chart Visualizations at Runtime

Here's how tables and charts created as visualizations display to users.

Table Visualizations

A table visualization displays records sorted by how often they've been accessed. The most frequently accessed appear first. You can enable drill-downs to individual records and you can add the Actions list. With the smart actions, salespeople can create tasks, schedule appointments, send emails, and make calls directly from the table, for example.

table visualization

Tables include a View All link (callout 2 in the screenshot) that opens a list page showing all records matching the visualization selection criteria.

Drill-down page

Chart Visualizations

Salespeople can click a section of a chart to view the underlying records.

Chart visualization

Drill-downs in visualizations from OTBI analyses open on a page showing both the visualization and the list. Drill-down from Adaptive Search visualizations open up a list page for that object.

Drill-down page from the visualization

Adaptive Search saved search visualizations open a list page.

Bar chart visualization drill-down page

Metric Cards

You can also use the Visualization Configuration tool to speed up the creation of the sales information that appears at the top of each tab in the sales dashboard. Metric Card visualizations provide a UI where you can specify all of the information you can display, including the title, KPI, and badges.

Metric Card visualization

Because Metric Cards are used for configuring the sales dashboard tabs, their creation is covered in the Configure the Redwood Sales Dashboard chapter topic Create the Metric Card for the Top of the Tab.