Osmos report widgets provide various sales and business information that is valuable for business managers, sales managers, sales representatives, and anyone seeking business insights on performance.
These widgets can be added to the main dashboard and modules.
Access to different widgets can be restricted based on member roles and individual members.
All widgets are updated in real-time and can be filtered to view past results.
This guide shows you how to add widgets
Add Widgets from the Dashboard or Module
1. Click on "Dashboard" or open lead module
2. Click on "+" sign and select option to add widget
3. Select the "Widget Category"
Widgets are categorized by type. Example: Widget related to "lead" module.
4. Select the widget or widgets to be added
When adding widgets, you will only see the available widgets. Widgets that have already been added or widgets that are not available to you will not appear here.
You can add multiple widgets at the same time.
The widget description is displayed when hovering over the widget title.
5. Click on "Add"
Remove a Widget
Add Widgets from Member Profile
1. Click your profile image
2. Click on "Appearance"
3. Click on "Add Widget" for either the dashboard or other modules by scrolling down
4. Select the "Widget Category"
Widgets are categorized by type. Example: Widget related to "lead" module.
5. Select the widget or widgets to be added
When adding widgets, you will only see the available widgets. Widgets that have already been added or widgets that are not available to you will not appear here.
You can add multiple widgets at the same time.
The widget description is displayed when hovering over the widget title.