Dashboard

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Version: 11.1
• 2 minutes to read
 • 2 minutes to read

From the dashboard screen, you can view dashboards created in SuperOffice CRM.

Mobile CRM: dashboard with multiple tiles -app-screen

Note

Dashboards are read-only in Mobile CRM. To create, update, or delete a dashboard, use SuperOffice CRM on desktop. There is no action bar in the dashboard screen.

Tabs

Tab Description
Search Search field and history list.
Favorites Dashboards marked as a favorite (yellow star).
Pinned Dashboards pinned for you.

View dashboards

  1. Go to the dashboard screen.
  2. Search for a dashboard by name, or select one from the history list, favorites, or pinned dashboards.
  3. Scroll through the tiles to view the content.

Drill down

You can drill down from dashboard tiles to explore the data behind a chart, number, or list—just like in the web client.

View data

  1. Tap a tile to explore the data:

    • Chart: Tap once to select a segment, then tap again to open the details. These tiles visualize data.
    • Big number: Tap the number to view related records. These tiles show aggregate metrics or KPIs.
    • List: Tap a list item to open it. These tiles represent defined selections.

Supported entities

You can drill down into the following entities:

  • Appointment
  • Company
  • Contact
  • Document
  • Project
  • Request
  • Sale

Not supported in Mobile CRM:

  • Product
  • Quote lines
  • Mailings
  • Form submissions
  • Chat conversations

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