Creating and Modifying Dashboards

Dashboards in Mythradon are displayed on the Home Page tab available on the main menu. This is the default page that is loaded when a user logs into Mythradon.

The Dashboards are used to display a series of different dashlets across multiple pages.

All internal users can manage their own dashboards: add or remove dashlets and tabs, edit dashlet options.

System Administrators can edit the dashboards of other users. On the User detail view, click Preferences from the dropdown at the top-right corner. There, you can find Dashboard Layout.

Users can reset their dashboard layout to the default. On Preferences edit view, click Reset Dashboard to Default from the dropdown next to the Edit button. Admin can reset dashboards of other users.

• Select the Home page/tab from the Main Menu
• Add the required Pages and Dashlets by clicking the Edit Dashboard or Add Dashlet icons in the top right corner of the Home Page.
• For Dashlets - Drag and Drop to the required position and size
• When modifying the Dashboard directly on the Home Page the changes are automatically saved

There are two buttons on the dashboard 'Home Page'.

• - Edit Dashboard (Add and remove pages from the Dashboard)
• - Add Dashlets to the current Dashboard page

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Dashboard Pages

Managing Pages

Click the Edit Dashboard icon to managing the pages on your dashboard.

From this list you can:

• Add and remove pages
• Change labels on page tabs
• Set the page tab order

Click the Save button to store your changes. These will be reflected on the dashboard immediately.

Dashboard Page Tabs are displayed at the top of the dashboard.

Note

If you only have a single page in your dashboard the page tab label is not displayed. The page tab labels will only be displayed if there is more than one page in the dashboard.

Managing Dashlets

• Select the Page Tab that you wish to add dashlets to
• Click the Add Dashlet button
• Select the required dashlet type from the list of Dashlet Types
• Set any required Dashlet Properties
• Size the Dashlet on the page as required

No need to click any Save button as your dashlet changes are saved automatically once set.

Dashlet Properties

The properties for each Dashlet Type will vary. Refer below for information on the available properties on each Dashlet Type.

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Dashlets

Dashlet Types

Dashlet Type	Description
Calendar	Used to display a Calendar Dashlet. Supports various modes: Day, Week, Month etc.
HTML	Used to display HTML in a Dashlet. Supports HTML, CSS and JavaScript.
IFrame	Renders as a HTML iFrame and allows you to display external web pages within a Mythradon Dashboard.
Invoice	Lists issued invoices by due date descending.
My Activities	Used to display a list of Activities that are visible to the current User.
My Calls	Used to display a list of Calls that are visible to the current User.
My Cases	Used to display a list of Cases that are visible to the current User.
My Inbox	Used to display the Email Inbox of the current User.
My Leads	Used to display a list of Leads that are visible to the current User.
My Meetings	Used to display a list of Meetings that are visible to the current User.
My Opportunities	Used to display a list of Opportunities that are visible to the current User.
My Tasks	Used to display a list of Tasks that are visible to the current User.
Opportunities by Lead Source	Used to display a pie chart of forecasted Opportunity revenue grouped in slices by lead source.
Opportunities by Stage	Used to display a horizontal bar chart of forecasted Opportunity revenue grouped by sales stage.
Record List	Used to display a list of records from an entity of your choice. Allows you to apply any filters defined for the entity selected.
Rich Text	Used to display any form of Rich Text. This is an easy to use alternative to the HTML dashlet.
Sales by Month	Used to display a bar chart for each month showing the amount of revenue from Closed Opportunities.
Sales Pipeline	Used to display a funnel type chart showing the amount of forecasted revenue from sales Opportunities grouped by the Opportunity Sales Stage.
Stream	Used to display a list of Stream records that are relevant to the current User.

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Calendar Dashlet

The Calendar Dashlet displays a customisable calendar or timeline on your home page dashboard. You can configure it to show different types of events in a variety of formats, with optional auto-refreshing.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Mode	Select the calendar view format. Options include: Week Week (Agenda) Timeline Month Day Day (Agenda)
What to display	Choose the types of items to appear in the calendar. Options include: Meetings Calls Tasks
Teams	Specify which team's calendar data should be shown.

The following is an example of a Calendar Dashlet displayed in various modes.

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HTML Dashlet

The HTML Dashlet lets you embed custom HTML and CSS to create visually rich or purpose-specific dashlets on your dashboard.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
HTML	The custom HTML to be rendered. You may also include inline CSS and JavaScript as needed.

The following image ia an example of a HTML Dashlet.

Click here for details on how to create this HTML Dashlet

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IFrame Dashlet

The IFrame Dashlet allows you to embed content from an external web page directly into your dashboard using an iframe.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
URL	The web address of the page you want to display within the iframe.
Auto-refresh interval	Controls the time interval for automatically refreshing the record list. Available options: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes

The following is an example of an IFrame Dashlet.

Note

The external web page must allow itself to be displayed in an iframe. If it has restrictions (e.g., X-Frame-Options or Content-Security-Policy headers), the dashlet may not render the content.

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Invoice Dashlet

The Invoice Dashlet displays a list of invoices with the status Issued, allowing users to monitor outstanding or recently issued invoices directly from the dashboard.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Display Records	Specifies the number of invoice records to display in the list.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Layout	Defines which fields are shown in the list and in what order.

The following is an example of the Invoice Dashlet.

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My Activities Dashlet

The My Activities Dashlet displays a list of upcoming or scheduled activities—such as meetings, calls, and tasks—that are assigned to the current user.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Display Records	Sets the maximum number of activity records to show in the list.
What to display	Filters the types of activities to include. Options: Meetings Calls Tasks
Next X Days	Defines the time window (from today) to include upcoming activities.

The following is an example of the My Activities Dashlet.

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My Calls Dashlet

The My Calls Dashlet displays a list of upcoming call activities assigned to the current user. Only calls with a start date later than the current system date are shown.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Display Records	Sets the number of upcoming call records to display.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Layout	Defines which fields are shown in the list and their order.

The following is an example of the My Calls Dashlet.

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My Cases Dashlet

The My Cases Dashlet displays a list of open cases currently assigned to the logged-in user.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Display Records	Specifies how many case records to display.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Layout	Defines which fields appear in the list and their display order.

The following is an example of the My Cases Dashlet.

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My Inbox Dashlet

The My Inbox Dashlet displays a list of emails from the logged-in user's inbox, providing quick access to recent messages directly from the dashboard.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Display Records	Defines how many email messages to display in the list.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes

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My Leads Dashlet

The My Leads Dashlet displays a list of Leads assigned to the current user, making it easy to manage and follow up directly from the dashboard.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Display Records	Specifies how many lead records are shown in the list.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Layout	Determines which fields are displayed and their order in the list.

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My Meetings Dashlet

The My Meetings Dashlet displays a list of upcoming Meetings where the current user is a participant, helping users stay on top of their scheduled events.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Display Records	Specifies how many meeting records are shown in the list.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Layout	Determines which fields are displayed and their order in the list.

The following is an example of the My Meetings Dashlet.

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My Opportunities Dashlet

The My Opportunities Dashlet displays a list of open Opportunities assigned to the current user. Opportunities marked as Closed Won or Closed Lost are excluded from the list.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Display Records	Specifies how many opportunity records are shown in the list.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Layout	Defines which fields are displayed and their order in the list.

The following is an example of the My Opportunities Dashlet.

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My Tasks Dashlet

The My Tasks Dashlet displays a list of Tasks assigned to the current user. Only tasks that are not marked as Completed or Cancelled are shown.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Display Records	Specifies how many task records are shown in the list.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Layout	Defines which fields appear in the list and in what order.

The following is an example of the My Tasks Dashlet.

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Opportunities by Lead Source Dashlet

The Opportunities by Lead Source Dashlet presents a pie chart showing the total expected revenue from sales opportunities, grouped by their lead source.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Date Filter	Date range filter. Available options are: Current Year Current Quarter Current Month Current Fiscal Year Current Fiscal Quarter Ever Between (Specific start and end dates)

The following is an example of the Opportunities by Lead Source Dashlet.

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Opportunities by Stage Dashlet

The Opportunities by Stage Dashlet displays a horizontal bar chart summarizing the total expected revenue from sales opportunities, grouped by their sales stage.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Date Filter	Date range filter. Available options are: Current Year Current Quarter Current Month Current Fiscal Year Current Fiscal Quarter Ever Between (Specific start and end dates)

The following is an example of the Opportunities by Stage Dashlet.

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Record List Dashlet

The Record List Dashlet presents a configurable list of records from a selected entity. You can define filters, sort order, layout, and set an auto-refresh interval to keep the list updated.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Entity Type	The entity from which records will be sourced.
Primary Filter	The core filter applied to determine which records are displayed in the dashlet. It must be one of the predefined Primary Filters available in the entity's list view configuration. These filters typically represent saved views or commonly used criteria.
Order (Field)	The field used to sort the records.
Additional Filters	Optional secondary filters that further refine the results returned by the Primary Filter. Common options include: Only My – shows only records assigned to the current user Followed – shows only records the user is following If the entity includes Boolean fields, these may also appear as additional filter options.
Order (Direction)	Specifies the sort direction: Ascending Descending
Display Records	Defines how many records to show in the list.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Layout	Determines which fields are displayed and in what order.

The following is an example of a Record List Dashlet using the Account entity.

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Rich Text Dashlet

The Rich Text Dashlet lets you display custom HTML content using a user-friendly rich text editor. Unlike the HTML Dashlet, this option doesn't require HTML knowledge, making it ideal for users who prefer a visual editing experience.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Rich Text	The formatted content displayed in the dashlet, created using the rich text editor.

Note

When configuring this dashlet as an admin for other users, avoid uploading images directly via the editor. Instead, use an HTML <img> tag with a publicly accessible URL, as uploaded images may not be visible to other users.

The following is an example of a Rich Text Dashlet.

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Sales by Month Dashlet

The Sales by Month Dashlet visualizes the monthly revenue generated from Closed Opportunities in a bar chart format.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Date Filter	Date range filter. Available options are: Current Year Current Quarter Current Month Current Fiscal Year Current Fiscal Quarter Ever Between (Specific start and end dates)

The following is an example of a Sales by Month Dashlet.

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Sales Pipeline Dashlet

The Sales Pipeline Dashlet presents a funnel-style chart that displays the forecasted revenue from sales Opportunities, categorised by their respective Opportunity Sales Stages.

This chart is also helpful for identifying areas within the sales process that may need attention or improvement.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Date Filter	Date range filter. Available options are: Current Year Current Quarter Current Month Current Fiscal Year Current Fiscal Quarter Ever Between (Specific start and end dates)
Group by last reached stage	Option to group sales opportunity revenue by the last sales stage reached.
Team	Defines which team's Opportunities to include in the Sales Pipeline.

The following is an example of a Sales Pipeline Dashlet.

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Stream Dashlet

The Stream Dashlet shows a list of Stream records that are visible to the current user. You can customise whether to include Stream records created by actions linked to the current user.

Properties

Property	Description
Title	The name displayed at the top of the dashlet.
Display Records	Controls the number of Stream records to display in the list.
Auto-refresh interval	Sets how often the dashlet automatically refreshes. Options include: None 30 Seconds 1 Minute 2 Minutes 5 Minutes 10 Minutes
Don't show own records	Determines whether Stream records created by the current user are displayed in the list.

The following is an example of a Steam Dashlet.

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System Default Dashboard

The System Default Dashboard is will be applied to all new Users. To create of change the System Default Dashboard:

• Select Administration → User Interface from the Menu Button
• Edit the Dashboard Layout as necessary
• Click the Save button

Note

Portal Users will not use this Dashboard as their default

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Dashboard Templates

Administrators can create Dashboard Templates to deploy a specific dashboard layout to multiple users. It allows the ability of all users in a team to have one similar dashboard.

Refer to Dashboard Templates for further details.

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Portal Dashboard

Portal Users can be assigned to specific Dashboards from the Dashboard Templates. Refer to Dashboard for Layout for Portal Users for further details

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See also

• Mythradon Bookshelf Home

• Mythradon Basics

• Mythradon Marketing
• Mythradon Sales
• Mythradon Service
• Mythradon System Administration
• Mythradon Tools

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