Dashboards are customizable views of your system's data that you can configure to show you an overview of the information that's most valuable to you. Upon logging in, you arrive at Mission Control, a dashboard for the entire CRM.
Additional Dashboards can be customized for specific topics & Neon modules.
Each dashboard comes with a set of default widgets that display some common or popular sets of information relative to the module you're in.
However, all widgets are available on all dashboards, so you can customize your dashboards as you see fit.
The widgets available to you in your Dashboards fall into the following categories:
- Lists (totals and links)
- Analytics (KPIs, comparison and calculated stat lists, etc.)
- Alerts/To-Dos/Reminders (e.g. activities, incomplete transactions, materials to send)
To add a widget, click the Actions button at the top right corner of the Dashboard page and select Add New Widget.
A window will pop up with a full menu of all available widgets.
If you know the name of the type of widget you'd like to add, you can type it into the Search field at the top of the window. The search will look for a match in both the name and the description of the widget.
You can also search for widgets from the left menu by category.
After you add a Widget, you can further configure it by clicking on the gear icon in its top right corner, and then selecting Configure.
Your Configure options will vary depending on the type of widget. For example, when you configure the Membership Stats widget, you can customize the following:
- Membership Levels you'd like to be displayed
- Year view (specific year to view and Calendar vs Fiscal Year)
- The widget's title (this displays in the top bar)
- The widget's size (in columns), the number of rows to display per page and the data columns you'd like to see
- Display order (descending or ascending).
Other widget types may have a more limited selection of the options shown above, or a completely different set of options like the ones for the Fundraising KPIs widget:
Dashboards in NeonCRM are divided into three columns. "Widget Size" allows you to specify whether you want that widget to take up one, two, or three columns' worth of space in its row. For widgets with more text content or that contain more or longer column headers, this is the setting that will make the contents of your widget more readable.
The size you select for your widget will also affect the number of columns you can select to display on widgets where the Select Columns option is available.
For example, there is a limit of four output columns in the one-column Saved Reports widget.
Change the size to Two-column, and the allowed output column limit is increased.
One of the available categories of widget is Charts.
Many charts offer a selection of metrics that you can choose to be measured by that chart.
The list of available metrics is set and cannot be edited, but the chart list offers a wide variety of options. We recommend exploring all of the types of charts available to you.
To remove a widget from a particular dashboard, click the gear icon in the top right corner and select Remove Widget.
This is the first page a System User sees upon logging in to your system.
The main differences between Mission Control and the other dashboards are the following:
- This dashboard automatically includes a Welcome Widget at the top:
Click Learn How Now to view a short tutorial on how to use dashboards. Click Remove this Widget to hide the Welcome Widget from your dashboard.
- If you move to another page, you can come back to it by clicking our logo in the at the top of any NeonCRM page.
- Mission Control has a section at the top of the page for Staff Messages. This section is described below.
This message displays at the top of the Admin Dashboard page. It is visible to any System User who logs in to NeonCRM, and is the same for all System Users.
This feature is composed of two sections:
- Admin Message
The Admin Message is only editable by users with System Administrator permissions. To manage this message, click the gear icon in the top right corner:
The Configure option allows you to specify if you want the message space to occupy a whole row of your dashboard (the Three-Column option) or just two-thirds of it (the Two-Column option).
Enabling "Auto-Hide Large Content" will set a maximum height of 500 pixels to the admin message; any content beyond that height will be hidden behind a scrollbar.
Clicking Edit Message from the configuration menu will allow you to manage the message content through a content editor. You can insert formatted text, images, embedded videos, or nearly any other web content.
Once you are finished editing the message, click Save Content.
The Posts section is a simple message board that allows any System User to place messages in a public, easily visible area.
Each message consists of a title, content, a posting time stamp, the poster's user name, and the controls to edit and delete a message. The contents of a message are built using NeonCRM's content editor, and can contain formatted text, images, and other rich web media.
Clicking Enable Posting from the configuration menu allows system users to add separate posts below the admin message.
To create a new post, click the New Post button.
Enter a Title for the post and add your desired content. When you are ready to post the message, click Save Post.
Clicking on the title of a message displays its contents. To edit or delete a saved post, click the appropriate button on the post.
System Users can only edit and delete their own posts. Users with System Administrator permissions can edit and delete posts made by any user.
Administrators can also disable the Staff Messages system by clicking Disable Posting. This will hide the entire Posts section from all users. To re-enable this section, click "Enable Posting". Disabling and Enabling the Posts section will not delete any existing messages.