Dashboard widgets

Sales Operations team members can configure the default dashboards for sales managers and sales representatives. Regardless of role, any user can personalize their default dashboard.

The layout of a dashboard is defined by a template that divides the workspace into slots. Each slot contains one or more widgets. You can choose one of several templates. Some of the templates are specific to Pega Sales Automation and some are specific to Pega Customer Service™.

Most widgets allow you to toggle between chart view and data view and allow you to drill down into the data from the data view by clicking Insight actions > View data. For example, the Opportunities by Product widget allows you to view opportunities for a product as a chart or data.

You can drill down and view individual opportunities from the data view.

Some widgets are Natural Language Processing (NLP)-based. In the user portal, on the Dashboards landing page, managers can view the Sales coaching dashboard. This dashboard displays the manager's team's data, with the ability to filter by date range and sales representative. Sales representatives can view the Sales rep coaching dashboard, which displays their own data, with the ability to filter by date range.

You can add the insights from the sales rep coaching dashboard to any other dashboard, for example, the Sales manager dashboard, and you can also create new insights based on the data the sales coach feature captures. In addition, you can include widgets for Pega Customer Service and core functionality such as case management, social, and reports. For example, the Reports widget allows the inclusion of any report on the dashboard.