All Categories Getting Started Report Dashboards and Widgets

Report Dashboards and Widgets

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

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_nYNi99qKs4qrUbYVRkTGoN_doc.png

2. Click on "+" sign and select option to add widget

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_tBSSWRKEwQLGTNSGb2PxHt_doc.png

3. Select the "Widget Category"

Widgets are categorized by type. Example: Widget related to "lead" module.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_7iBN5RvuBaQ15pFUenKvfR_doc.png

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.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_5hf5mtGrBiL5MYDhHnsu5L_doc.png

5. Click on "Add"

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_fnpCfiQgGYTJs39T5aTSFQ_doc.png

Remove a Widget

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_kxetaGzGo8VPDzi7APs26B_doc.png

Add Widgets from Member Profile

1. Click your profile image

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_cUdHQ6kHkkzNHWmDKpjsYE_doc.png

2. Click on "Appearance"

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_5VmbCtdfp8C1WaztejGpfx_doc.png

3. Click on "Add Widget" for either the dashboard or other modules by scrolling down

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_qeY8LMYojvbmHydntek6RD_doc.png

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_27nc15wsgdYzHQDq5Ec7zX_doc.png

4. Select the "Widget Category"

Widgets are categorized by type. Example: Widget related to "lead" module.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_7iBN5RvuBaQ15pFUenKvfR_doc.png

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.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_5hf5mtGrBiL5MYDhHnsu5L_doc.png

6. Click on "Add"

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_fnpCfiQgGYTJs39T5aTSFQ_doc.png

7. Reorder widgets by drag-and-drop

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_jp32ePGGkL8cvcfidgDyoh_tKJoadbTwmijSXKpe3rrik_doc.png