Setting up the Business Snapshot Widget

Admin: Web Office Admin
Page: Web Office Configuration > Business Snapshot
URL: [CLIENTID].admin.directscale.com/#/BusinessSnapshot
Permission: Business Snapshot

Home > Business Snapshot is a widget that provides associates with a quick view of their most important statistics. These statistics (referred to here as Metrics) are representations of specific data points in the system.

You can reference information available on the Associate related to their personal information, Rank, volume, Tree, etc. Once configured, each data point statistic displays as a tile in the widget. Before your Associates can use this widget, you must set it up.

Adding Tabs to the Widget

You can organize the Metric tiles under tabs. These tabs can represent anything you want, but you’ll typically want one each for current and previous commission periods.

  1. On the Business Snapshot page, click TABS.

  2. Click + ADD TAB to open the Add Tab pop-up window.

    Add Tab pop-up window
  3. Enter a Name for the tab.

  4. Click SAVE.

  The tab won’t display in the Business Snapshot widget until you add metrics to it.

Adding Metrics to a Tile

  1. Select the METRICS tab. Then, click the + ADD METRIC button to open the Add Data Point pop-up window.

    Add Data Point pop-up window
  2. In the pop-up, click the Data Point dropdown, and select the data point you want to display in the widget.

      If the chosen data point has a period constraint, then the Time Frame fields will reveal.
  3. Optionally, click the Tab dropdown to select the tab the metric will appear in the widget.

      This option will only display if there are multiple tabs available.
  4. If the Time Frame fields are visible, click the EDIT button to select either Months or Weeks in the Time frame in dropdown.

  5. Next, select either Current, Last, or _ months/weeks ago.

  6. Enter the Display Name that will appear under the data in the widget tile.

  7. Enter a description of the metric’s purpose in the Description TinyMCE Text Editor.

Selecting Display Types

  1. Click the Display Type dropdown, and select in what format the data will display.

    Display Type dropdown

    Display Types define how the Metric will appear in the Web Office widget tile.

If you, for example, chose the Commission Active data point (which is either active or inactive), and then selected a Number (0 decimals) display type, then the tile will display either a 1 or 0 (the numerical representation of true/false). Boolean would be a more appropriate choice.

If you select a wrong display type, the tile will simply display the data point’s value. For most data points, this will appear just fine in the tile. If you don’t like how a data point displays, try different display types until one works for you.

Display Types:

  • Boolean - True or false. If the Associate meets the criteria, a checkmark will display in the widget tile. If not, then an X displays.

  • Date - If you select a date data point, this type will display your system's date format.

  • Number (0 decimals) - Displays numerical data with no decimals (0).

  • Number (1 decimal) - Displays numerical data with one decimal point (0.0).

  • Number (2 decimals) - Displays numerical data with two decimal points (0.00).

  • Custom - For more information, see Custom String Format.

  • Value to text…​ - This type allows you to replace what the data point displays by default with your own text value. This works best with Ranks or statuses. For example, with ranks, the system will display a 1, 2, 3, etc. In the Metrics Value field, you can enter the value the system sends. Then, in the Display Values field, you can enter what you want to display in the tile.

    For example, Commission Active displays either 1 or 0 by default. You can change each to Yes or No or any other Display Value that you want.

Saving the Configuration

  1. Click the Published toggle on to publish the metric now after you save the configuration.

    Alternatively, you can publish the metric from the Metrics List by clicking the publish icon Publish icon.

  2. The rest of the settings are Multi-Faceted Configuration (MFC). Enter your specific configurations on who can view the metric.

  3. When finished, click SAVE.

The metric will display as a tile under its tab in the Business Snapshot widget in the Web Office.

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