What We’ll Cover
Business Snapshot is a widget that provides associates with a quick view of their most important statistics. These statistics, referred to as Metrics, are representations of certain data points in the system.
You can reference information available on the associate pertaining to their personal information, rank, volume, tree, etc. Once configured, each data point statistic displays as a tile in the Home > Business Snapshot widget in the Web Office.
Watch the video:
In Web Office Admin, navigate to: Web Office Configuration > Business Snapshot.
Adding Metrics to a Tile
Step-by-step guide: How to Add a Metric to the Web Office Business Snapshot Widget
Display Types define how the Metric will appear in the Web Office widget tile.
Boolean - True or false. If the associate meets the criteria, then a check mark will display in the widget tile. If not, then an X displays.
Date - If a date data point was selected, then using this type will display the date format setup in your system.
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 and 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.
Adding Tabs to the Widget
You can organize the Metric tiles under tabs. These tabs can represent anything you want; but, typically, you’ll want one each for current and previous commission periods.
Step-by-step guide: How to Add a Tab to the Web Office Business Snapshot Widget
- Filtering Options in Web Office Admin
- TinyMCE Text Editor (Learn more)
- Multi-Faceted Configuration (MFC) in Web Office Admin
- Custom String Format
- Managing Translations in Web Office Admin
- How to Add a Metric to the Web Office Business Snapshot Widget
- How to Add a Tab to the Web Office Business Snapshot Widget