Activity Dashlets per Opportunity

Hi,

I am trying to build a single view dashboard for live opportunities activities.

My goal is to have each dashlet represent an opportunity and for the data on this opportunity to represent the activity - specifically emails sent, meeting held, tasks completed etc.

Is that possible to build in Sugar, or are these too many modules in one dahslet?

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0 Suman Bandopadhyay over 1 year ago

Hello Ada,

We have a Timeline dashlet for Opportunities that you can use. It displays the current record's related activities and select field updates (e.g., a change to the Assigned To field) in a chronological order. You can get more details at: https://support.sugarcrm.com/Documentation/Sugar_Versions/13.0/Sell/Application_Guide/User_Interface/Dashboards_Dashlets/Sugar_Dashlets/#Timeline_Dashlet

Please have a look and let us know if you have any questions.

Thanks,
Suman
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0 Suman Bandopadhyay over 1 year ago

Hello Ada,

We have a Timeline dashlet for Opportunities that you can use. It displays the current record's related activities and select field updates (e.g., a change to the Assigned To field) in a chronological order. You can get more details at: https://support.sugarcrm.com/Documentation/Sugar_Versions/13.0/Sell/Application_Guide/User_Interface/Dashboards_Dashlets/Sugar_Dashlets/#Timeline_Dashlet

Please have a look and let us know if you have any questions.

Thanks,
Suman
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