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:
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:
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.
