Overview



Five standard dashboard widgets are available for use out-of-the-box:

  1. Dashboard Account Status Widget
  2. Dashboard Articles Widget
  3. Dashboard Back Orders Widget
  4. Dashboard Product Favourites Widget
  5. Dashboard Recent Invoices Widget





Simply place them on your Dashboard page template and customise the options to suit your customers' needs. 

  • Control the visibility for each widget to create different dashboards for different types of users by utilising our 'Layers' technology.
  • Use the Page Preview feature to see what the new dashboard will look like before you send it Live!


  1. In the CMS, navigate to Content → Pages & Templates. 

  2. Search for the Dashboard Page template, or select the Accounts tab and find it there. 



  3. Edit the template to see the widgets currently in use. 

  4. Find the zone you wish to add the new widget to and click Add Widget. 

  5. Search for and select the dashboard widget you're after, and add it to the template. 

  6. Configure the options as required. The article links above will take you to the documentation for each individual widget. 

  7. Save your changes.


More options are available for configuration by Commerce Vision. Contact us if you'd like to know more.



New standard Dashboard widgets



Minimum Version Requirements


04.10.00


Prerequisites


**


Self Configurable


Yes


Business Function


Self Serve


BPD Only?


Yes


B2B/B2C/Both


B2B


Ballpark Hours From CV (if opting for CV to complete self config component)


Contact Commerce Vision


Ballpark Hours From CV (in addition to any self config required)


Contact Commerce Vision


Third Party Costs


n/a


CMS Category


 CMS Category



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