You can fully configure the layout of the Account Dashboard - including the Menu, Header, Toolbar, Recent Activities, Upper/Lower Dashboard.
You can remove some of the components completely by deleting them from the layout. For example, you can delete the "Recent Activities" bar across the top of the Account Dashboard if you want to use that area for the benefit of the graphs or Activity Lists you can display in the other areas.
You can also delete the Lower Dashboard area if you want to add Activity Lists to be displayed in the Upper Dashboard Area and allow full screen scrolling through the list (see examples below).
The Header tab allows you to select up to four fields to be shown in the Account Dashboard Header. Learn more...
You can limit the types of Activities that are available in the Recent Activities scroll bar. You may want to show only the important ones for reference, so the bar doesn't get filled up with less relevant historical data.
You may limit this by creating a dedicated Activity List filtered by type and status.
In the Recent Activities layout select the dedicated Activity List you created for this purpose that contains the types and statuses of Activities for display across the bar. To learn more about how to create Activity Lists: Sales Activity Lists
You may remove this scroll bar completely by clicking delete on this configuration option (see screenshot above).
Activities Toolbar and Menu
Select the options you wish to appear in the Toolbar VS. those that will appear in the Menu. The Toolbar is limited to seven items, while the Menu has no limit.
Add our out of the box "Sales" or "Top Items" charts or any charts, graphs and tables queried from your database systems (BI) to the Upper and/or Lower Dashboard areas.
Note: To add your own BI charts, you will need to create them as "Widgets" in Pepperi and then position them as tabs on the upper and lower account dashboards. To learn how to upload data for widgets: Account Dashboard Customization using your own data
You can also add Activity Lists to this area, and use the Account Dashboard real estate to show users Activity Lists across multiple tabs, in addition to or instead of the Sales graph and Top Items info.
Edit the Dashboard Area you wish to configure and add the components, including Activity Lists, to the layout. Each component will be displayed in an additional tab across the Upper/Lower dashboard area.
The Available Fields contain:
General Fields - these are the out of the box charts Pepperi provides
- Account Sales
- Account Top Items
Activity Lists - these are any Activity Lists you have created which can also be displayed across multiple tabs.
For example: upload data about Sales by Brand, Commissions, Product Lines, Order Types.
Example of Account Dashboard Layout with the "Recent Activities" bar and the Lower Dashboard area deleted, and a Photo Activity List displayed on the "Upper Dashboard" area (instead of the Sales graphs) along with other Activity Lists across the multiple tabs.