Gadgets/Pages to Widgets Translation
Gadget Name | Widget Name | Widget Section | Widget Description |
|---|---|---|---|
Activity To-Do List | Activity To-Do List | Contacts | The To-Do list is just a list of upcoming appointments, but there are no actions. For better results use the agenda widget. |
Notifications on the old dashboard | Alerts | Contacts | Shows contacts without activity or important information, commissions, and outstanding approvals. |
Lead Status | Lead Status | Contacts | Can be added multiple times for best use, more date range filters. |
New Accounts Per Rep | New Accounts Per Rep | Contacts | If you are restricting the number of accounts per rep (system configurations), use this widget to keep track of the number of accounts per rep. |
Sales Rep Activity | Sales Rep Activity | Contacts | Displays the number of activities for the reps in a given time period. Can be used to get a quick view or to generate more activity. |
Yearly Publication Trends | Yearly Publication Trends | Sales | Compare last years publication sales to this years. |
Top 10 List | Top 10 List | Sales | Shows a list of the top 10 |
Sales Rep Issue Sales | Sales Rep Issue Sales | Sales | For a specific, this widget displays the issue sales compared to the issue goal for the time period. |
Sales Rep Contract Sales | Sales Rep Contract Sales | Sales | For a specific, this widget displays the contract sales compared to the contract goal for the time period. |
Service Sales by Category | Product Sales by Category | Sales | Summary of all product sales based on a specific time period in a list or chart view. |
Contract Values (last 6 Months) | Past Months Contract Sales | Sales | This will show the contract sales over a time period, and with the widget you have more month options to filter by. |
Last 7 Days Contract Values | Past Days Contract Sales | Sales | This will show the contract sales over a time period, and with the widget you have more day options to filter by. |
Orders Waiting For Approval | Orders Waiting For Approval | Sales | Shows orders waiting one of the approvals, be sure to filter to find the orders you would like to see. |
New vs Existing Customer Sales | New vs Existing Customer Sales | Sales | Based on your site configurations, this widget compares new sales to old in a time period. |
Monthly Per Issue Stats | Monthly Per Issue Stats | Sales | This will show a list of monthly issue contract and payment stats. |
Total Sales for Next 3 Months | Future Sales | Sales | This widget displays future sales based on the delivery date (reporting date, or service billing date) of the product. You can add more than three months and you can hover over the bar graph to see the see the amount. |
Current Issue’s Contract Sales | Current Issue’s Contract Sales | Sales | This widget will show the current issues’s total ad contract goal, shows the date range, the current sales, and the amount remaining to reach the goal. |
Current Issue Sales | Current Issue Sales | Sales | Shows the issue sales and the goals for that issue. You can set the date range to anything here to get a clear picture. |
Contract Sales | Contract Sales | Sales | Shows the total value of contracts and the goal. This is simply the total amount of the contract, not broken into publications or issues. |
Contest Leaderboard | Contest Leaderboard | Sales | You can show a contest leaderboard to get those competitive juices flowing. Note: leaderboard will update every 15 minutes. |
Billable Utilization | Billable Utilization | Projects | Shows the utilization based on the assigned tasks, the hours worked, and hours allotted for a given time period. |
Available Ad Spaces & Positions | Available Ad Spaces & Positions | Production | Filter by publication, issue, and type. If you are looking at just ad sizes, make sure that you are using page layouts in MagBuilder and not free form pagination for best results. |
A/R Aging | A/R Aging | Finance | Allows for multiple date periods, or due date range, and the selection of a specific rep. |
Page Name | Widget Name | Widget Section | Widget Description |
|---|---|---|---|
Home > My Agenda | Agenda | Contacts | List view of appointments and to-dos, more filters. If a user reports to you, you can add their agenda. |
Contacts > Contact Approval | Approval Queue | Contacts | You can approve new contacts, contact and company ownership requests with this widget. Make sure to setup your site to require approvals, and you have permission to approve. |
Home > My Calendar | Calendar | Contacts | A calendar view of the activities. Call, email, mark as complete, and schedule another all from the dashboard. Navigate to the company or contact page. You can also add more filters and see the calendar of those that report to you. |
Production > Digital Ad Calendar | Digital Calendar | Production | Shows all your digital items based on the start date and end date. You can add multiple filters to see different products. Make sure all of your digital items have a start and end date if they are not showing here. |