Dashlets

Hey Maria,

Welcome to Sugar Club!

It depends on your role, and if you're specifically looking for Case data.

For a general overview, I love the "Open Cases by User" dashlet that is on the Service Console by default. It's a great way to overview cases, who has them, and the status they are in.  

If you're a support agent, I find the Account dashlet in the Case record view particularly invaluable, as well as the Comment Log and Case Timeline.

Additionally, I heavily utilize the "Saved Reports Chart Dashlet". It allows me to create any report with a chart, and view it on my dashboards. This is a great way to personalize the data you want to see, whether it's for an overview or for more granular information. 

You can see an overview of commonly used dashlets here: 

https://support.sugarcrm.com/Documentation/Sugar_Versions/12.0/Serve/Application_Guide/User_Interface/Dashboards_Dashlets/#Commonly_Used_Dashlets

Let me know if you have any other questions. I'm happy to help!

-Raye

I wanted to second the Timeline Dashlet! It was added in 11.1 and has received several different improvements since then. Before 11.1, it was called the Interactions dashlet but when it was renamed, it was significantly reworked to be more useful and easier to work with. I'm not sure which version of Sugar you're on, but it's useful in a variety of use cases and views, especially with some of the enhancements that were added over the last few releases.

-Brenda

Thank you so much Raye!  We are a small company and I am trying to immerse myself in Sugar as much as possible but it is hard to know where to begin.  I appreciate you taking the time to answer. 

Excellent, thank you so much Brenda.  I will for sure look into the Timeline Dashlet!