Tweet
Hi,
I have a few questions about the dashlets:
1. Would it be possible to remove/modify some of the default dashlets in a way that they wouldn't be overridden by a future system update?
2. Where could I find the content/options (json) files for dashlets such as Sales by Month or Sales Pipeline? I want to make some custom default dashlets that would present the same information from a different entity since the sales process is longer and we are using more entities, and the actual sales are in represented in different entity. So using the already existing dashlets as a template for new ones would be a big help.
3. The Opportunities by stage dashlet does not show any data, even though there are opportunities in the system https://gyazo.com/3faf4c5b70867562f62b9bada00a5fb9 (you can see that another dashlet shows that I have 1 opportunity). Could it be because of the stages? Because we are using custom stages. If yes what would be the best fix in this situation?
I have a few questions about the dashlets:
1. Would it be possible to remove/modify some of the default dashlets in a way that they wouldn't be overridden by a future system update?
2. Where could I find the content/options (json) files for dashlets such as Sales by Month or Sales Pipeline? I want to make some custom default dashlets that would present the same information from a different entity since the sales process is longer and we are using more entities, and the actual sales are in represented in different entity. So using the already existing dashlets as a template for new ones would be a big help.
3. The Opportunities by stage dashlet does not show any data, even though there are opportunities in the system https://gyazo.com/3faf4c5b70867562f62b9bada00a5fb9 (you can see that another dashlet shows that I have 1 opportunity). Could it be because of the stages? Because we are using custom stages. If yes what would be the best fix in this situation?
Comment