Add a widget to your dashboard

Widgets help you track metrics, rewards, or scores directly from your sales incentive dashboard. ​Follow these steps to add and manage a widget.

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Step 1: Navigate to the Dashboard

• Go to Dashboards in the main menu.
• Click Add a Widget.

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Step 2: Set Up Your Report

• Name Your Report – Enter a clear, descriptive name.
• Select the Type of Report – Choose from the following options:

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  2.1 Plan vs Plan

• Purpose: Track performance (metrics, rewards, or scores) across multiple plans.
• How to Set Up:
  • Select the type of input to compare – Metric, Score, or Point.
  • For each, choose the specific metric, score, or point from the dropdown.
  • Select the date range using the Calendar.
  • Select the plans from the dropdown menu.
  • Click Save.
  
• Editing/Deleting:
  • Can be edited using the three-dot menu.
  • Can be deleted from the dashboard.

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2.2 Plan Payout Trend

• Purpose: Track performance of a metric, reward, or score over time.
• How to Set Up:
  • Select the date range using the Calendar.
  • Select up to three plans from the dropdown menu.
  • Click Save.
  
• Editing/Deleting:
  • Can be edited using the three-dot menu.
  • Can be deleted from the dashboard.
  

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2.3 Performance Report

• Purpose: Track a plan’s performance report across plans.
• How to Set Up:
  • Select the plan from the dropdown menu.
  • Choose the positioning.
  • To add more performance reports, click Add New and repeat the process.
  • Click Save.
  
• Editing/Deleting:
  • Can be expanded for advanced functionality using the three-dot menu.
  • Cannot be deleted from the dashboard.
  

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2.4 Comparison

• Purpose: Compare two or more plans based on common metrics.
• How to Set Up:
  • Group 1:
    • Select the date range using the Calendar.
    • Select up to 10 plans from the dropdown menu.
  • Group 2:
    • Repeat the above steps for the second group.
  • Add the metrics you want to compare (up to 5 metrics).
    • Make sure both groups share the same metrics.
  • Click Save.
• Editing/Deleting:
  • Can be edited using the three-dot menu.
  • Can be deleted from the dashboard.
• You can choose to make the widget visible to Managers or Users.