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Now that you have at least one saved company or contact search, go to your dashboard and add a company or contact widget.

The widget will appear blank until you configure the widget and select a saved search; then the widget will return with the search results. While configuring your gadget, you can also name the widget and determine what columns you want to display.

Each widget will include actions you can perform on the company or contact.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Contract Sales. 

Once you have added the widget, you can name it, add it to your dock, and change the date range by clicking on the gear icon in the upper right corner. You can either use the current month, or you can customize the results by choosing your own date range based on the month and year. Once you are done editing, click save.

The data for this widget is pulled from the Daily Order Sales report, which you can navigate to by clicking on the ‘view details’ icon in the upper right corner of the widget.

Access to this widget is determined by your permissions.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Current Issue’s Contract Sales.

By clicking on the gear icon in the upper right corner, you can name your widget and choose whether or not to include orders that are at 95% and 100% in the results. You can also change the date range by choosing either ‘Use Current Month’ or by creating a custom date range. From the edit pop-up, you can also add this widget to your dock for easy access. Once you are done editing, click Save.

Access to this widget is determined by your permissions.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Forecast.

By clicking on the gear icon in the upper right corner of the widget, you can name it and filter results by a user, depending on your permissions. You can also change the date range by choosing ‘Use Current Month’ or you can create a custom date range. From the Edit pop-up, you are also able to add this widget to your dock for easy access. Click save once you are done editing.

There are two different views for the widget, depending on how large you make it in your dashboard.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Future Sales.

By clicking on the gear icon in the upper right corner of the widget, you can edit the widget name and filter the results by the number of upcoming months. Depending on your permissions, you will either see your future sales or be able to filter by user. You are also able to add this widget to your dock for easy access. Click Save once you are done editing.

To begin, go to your Dashboard. The dashboard is your home page when you log in, or you can click on the Ad Orbit icon in the upper left corner of your page to navigate there.

If your System Configuration 'Enable User Widget Permissions' is turned on, you will need the User Permission 'Impression Inventory' in order to access the widget.

To add the widget, your dashboard needs to be in edit mode. Click on Edit Dashboard.

Click on Add Widget

In the popup, click on Sales

Then click on Impression Inventory

The widget will not display any information until you configure it, by clicking on the gear icon in the upper right corner.

In the edit popup, you can name your widget, and add it to the dock for easy access.

There are three required filters for the widget. The first is the date range.

The next required field is the Publication.

And finally, the last required field is Product.

The Position/Channel field is optional, but can help narrow down your results if your impression product has multiple channels.

The Report Display lets you choose how your results are shown. These are the same options as the Impression Inventory Report.

The table format is just what it sounds like, a table showing your impression inventory data. Each column header can be clicked on to sort the results by that column, and any oversold items will be highlighted in red.

The pivot format is a visual representation of the same information contained in the table view.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Monthly Per Issue Stats.

By clicking on the gear icon in the upper right corner of the widget, you can name it and filter results by contract or payments and publication. You can also change the date range by choosing ‘Use Current Month’ or you can select a different month and year. From the edit pop-up, you can also add this widget to your dock and choose whether or not to use the display chart. In the display chart view, you can hover over a bar to see the exact value. Click Save once you are done editing.

If you have the widget type set to ‘Contracts’, the data is pulled from the Consolidated Ad Sales Report. If the type is set to ‘Payments’, the data is pulled from the Recorded Payments page. You can navigate to both of these by clicking on the ‘View Details’ icon in the upper right corner of the widget.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Orders Waiting for Approval.

By clicking on the gear icon in the upper right corner of the widget, you can choose to name the widget or add it to your dock. You can also filter the results that display by Type, Publisher, and User. The users that you see are determined by your permissions. The type filter allows you to choose which stage of the approval process you would like to see including Publisher, Client, Finance, Sales Approver, and Awaiting Amendment. Once you are done editing, click Save.

There are two different views for the widget depending on how large you make it in your dashboard.

The data for this widget is pulled from the Sales > Approve Orders page, which you can navigate to by clicking on the ‘View Details’ icon in the upper right corner of the widget.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Past Months Contract Sales.

By clicking on the gear icon in the upper right corner of the widget, you can name the widget, and choose how many previous months you wish to display. You are also able to add this widget to your dock for easy access. Once you are done editing, click save.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Sales Rep Contract Sales.

By clicking on the gear icon in the upper right corner of the widget, you can edit the widget name and filter by date range and user. The users you have access to depend on your permissions. You are also able to add this widget to your dock for easy access. Once you are done editing, click Save.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Top 10 List.

By clicking on the gear icon in the upper right corner of the widget, you can edit the widget name, add it to your dock, and choose whether or not to use the display chart view. You can also change what displays in the widget by filtering by Time Period, Type, Publication, and either Total Contract Value or Sales/Billing Dates. Click Save once you are done editing.

When the type filter is set to ‘Client’, the widget will link to the Annual Client Spend Report, which you can easily navigate to by clicking on the ‘View Details’ icon in the upper right corner.

To begin, go to your Dashboard. The dashboard is your home page when you log in, or you can click on the Ad Orbit icon in the upper left corner of your page to navigate there.

If your System Configuration 'Enable User Widget Permissions' is turned on, you will need the User Permission 'Targeted Display Inventory' in order to access the widget.

To add the widget, your dashboard needs to be in edit mode. Click on Edit Dashboard.

Click on Add Widget

In the popup, click on Sales

Then click on Targeted Display Inventory

The widget will not display any information until you configure it, by clicking on the gear icon in the upper right corner.

In the edit popup, you can name your widget, and add it to the dock for easy access.

There are three required filters for the widget. The first is the date range.

The next required field is the Publication.

And finally, the last required field is Product.

The Position/Channel field is optional, but can help narrow down your results if your targeted display product has multiple channels.

The Report Display lets you choose how your results are shown. These are the same options as the Targeted Display Inventory Report.

The table format is just what it sounds like, a table showing your targeted display inventory data. Each column header can be clicked on to sort the results by that column, and any oversold items will be highlighted in red.

The pivot format is a visual representation of the same information contained in the table view.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Yearly Publication Trends.

By clicking on the gear icon in the upper right corner of the widget, you can edit the widget name, filter by contract or payments, and publication. You are also able to add this widget to your dock for easy access. Click save once you are done editing.

While in edit mode, you can choose to not display last year’s information or this year’s information in the chart by double clicking on ‘Last Year’ or ‘This Year’.

When you have the widget set to contracts, the data is pulled from the Publication YOY Comparison report, which you can navigate to, by clicking on the ‘view details’ icon in the upper right corner of the widget.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Contest Leaderboard.

No information will display on the widget until you configure it, by clicking on the gear icon in the upper right corner. You will need to select the sales contest that you want to display. You can also name the widget, and add it to your dock for easy access. Once you are done editing, click save.

The widget will display the name of the contest participant, their total points, their normal points value, and their bonus points value. By clicking on any of the table headers, you can sort the table results.

By clicking on the total points value, a pop-up will display which will show all of the activities the participant performed to earn their points.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Current Issue Sales.

By clicking on the gear icon in the upper right corner of the widget, you can name the widget and add it to your dock for easy access. You can also change how the data in the widget is displayed by choosing between a gauge, table by user, or table by publication. It also has many filters that make it easy to customize. When you are done editing, click Save.

You can choose from various time periods, including the current month or a custom date range.

There are conditional filters including media format, publisher, brand, and publication. Depending on what you choose for one of the filters, you will see different results populate the other filters. For example, if you select ‘digital’ for the media format filter, you will not be able to select a print publication. You will either be limited to a single publisher or be able to choose from any, depending on your system configurations.

You can also filter by order approval, for example, including sales that are 90% or higher likelihood. These percentages are dependent on your system configurations.

When the gauge display type is selected, the widget will show the chosen date range, the goal, the current sales, and the remaining sales in order to reach the goal. The gauge will display the percent of the goal that has been achieved.

If you choose either the table by user or the table by publication display type, then the widget will display the chosen date range, the current sales, the goal, and the percent of the goal that has been achieved. It will either break the results down by sales rep or by publication. You can further sort your results by clicking on any of the table headers.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Sales Rep Issue Sales.

By clicking on the gear icon in the upper right corner of the widget, you can name the widget, and add it to your dock for easy access. You can also change how the data in the widget is displayed, by choosing between a gauge, or table by publication. It also has many filters which make it easily customizable. When you are done editing, click save.

You can choose from various time periods, including the current month or a custom date range.

There are conditional filters, including media format, publisher, brand, and publication. Depending on what you choose for one of the filters, you will see different results populate the other filters. For example, if you select ‘digital’ for the media format filter, you will not be able to select a print publication. You will either be limited to a single publisher, or be able to choose from any, depending on your system configurations.

The default probability of orders to include in the widget results are 100% confirmed orders, but you can choose from other probabilities, such as 90% or higher. These percentages are dependent on your system configurations.

You must also choose a user. Depending on your permissions, you will either only be able to see data for your sales, or you will be able to select from all users.

When the gauge display type is selected, the widget will show the chosen date range and user, the goal, the current sales, and the remaining sales in order to reach the goal. The gauge will display the percent of the goal that has been achieved.

If you choose the table by publication display type, the widget will display the chosen user and date range. The table will show the results by publication, month, year, the current sales, the goal, and the percent of the goal that has been achieved. You can further sort your results by clicking on any of the table headers.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Past Days Contract Sales.

By clicking on the gear icon in the upper right corner of the widget, you can name the widget, and choose how many previous days you wish to display, ranging from one to fourteen. You are also able to add this widget to your dock for easy access. Once you are done editing, click save.

The data for this widget is pulled from the Daily Order Sales report, which you can navigate to by clicking on the ‘view details’ icon in the upper right corner of the widget. The report will automatically fill in the start and end date, based on your widget configurations

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select New vs. Existing Customer Sales.

By clicking on the gear icon in the upper right corner of the widget, you can name the widget, and choose from various time periods. You can also choose from order count and order value. Order count shows the number of orders in the selected period of time, while the order value shows the total monetary amount of the orders within that period of time. You are also able to add this widget to your dock for easy access. Once you are done editing, click save.

A company is considered New based on your system’s New Account Range configuration. To have a sale for a new company display in the widget, there must be an approved order within the selected time period. If a company moves from New to Existing, you will see that reflected in the widget.

The % New column will change based on whether you selected Order Count or Order Value. The Order Count percentage does not take into account how much money each of the orders was for, it simply reflects the number of orders.

To add the widget to your dashboard, make sure you are in edit mode. Click Add Widget in the upper right corner. You will get a window that shows widget types. View the Sales type and select Product Sales by Category.

By clicking on the gear icon in the upper right corner of the widget, you can edit the widget name, add it to your dock, and choose whether or not to use the display chart view. You can also change what displays in the widget, filtering by time period, type of product, and either Total Contract Value or Sales/Billing Dates.

For the Type field, you have the choice of impressions, product category, services, and slots. The results for each type that display in the widget are dependent on your system configurations. Click save once you are done editing.