Knowledge Base
Complete Guide To Widgets
This article is a directory to the Dashboard Widgets available and their associated article.

Requirements - Please review the individual requirements in each article linked below.


Dashboard Widgets

Managing Your Dashboard
Adding / Organizing Widgets For My Dashboard
Add Widgets and Manage The Dashboard Per Staff Type
Grant Employees Access To Manage Their Dashboard
Difference Between Main Dashboard And Staff Type Dashboard


My Info Widgets

My Timeclock Hours

General Info Widgets

Club Overview
Current Period
Members Buying Services
Recent People

Scorecards / Benchmark Widgets

Corporate Scorecard
POS Sales Leaderboard
Top 6 New Agreement Sales

Take Action Widgets

Agreements No Signature
Daily Tasks
First Draft Past Due
Past Due Status
Past Dues

Members / Prospects Widgets

Add A  Prospect
Add Referrals
Club Check-Ins
Members Overview
Recent System Logins
Unread SMS
Upcoming Birthdays
Agreement Cancellations
Frozen Members
Milestone - Last 7 Days
Unassigned Leads

Sales Results Widgets

Draft Overview
Gross Sales Snapshot
My Commissions On Invoice Sales
New Agreement Invoice vs. Target
Telephone Inquiry
Draft Stats
First Time Bookings
This Week's Revenue

Scheduling WIdgets

Booking Snapshot
My Appointments Today
My Schedule Changes
Quick Schedule View

Sales Process Widgets

My Sales Performance
New Prospects Added
Presentations
My Current Tasks To Work
Sales Process

Communication Widgets

Important Files
Recent Announcements
Recent Discussions
Recent News
Zipwhip

Wellness Widgets

Fitness Tip
















 
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