Add an Indicator to a Dashboard

Updated 1 year ago by Celina Kwan

You can add indicators while creating dashboards, or you can add them to existing dashboards.

  1. Select a dashboard > Dashboard Wizard icon > Create a New Indicator > Next.

If you are adding the indicator while creating a new dashboard, you should already be at the Indicator Properties screen.
  1. Enter the Indicator Properties and click Next.
  • In the Indicator name field, specify a name for the indicator.
  • In the Full Access and Read Access fields, specify the Maximizer user or group with access to the indicator.
  1. Select a control for the indicator, and click Next.
For more information on controls, see Indicator Controls.

The What to Report screen opens.

  1. Select the catalog search to associate with the indicator and click Next.
  • To associate the indicator with a catalog search: In the Records to search drop-down list, select the type of entry associated with the search. In the Saved search to use drop-down list, select the search from the search catalog.

For more information on associating indicators with saved searches, see Searches for Indicators.
  • To associate the indicator with information from Activities (Appointments and Hotlist tasks) or Quotas: In the Records to search drop-down list, select Activities or Quotas and Sales.
  1. If you are associating the indicator with Activities or Quotas, specify how to filter the information, and click Next.
If the indicator is associated with activities, you can filter the activities by type (Appointment or Hotlist task), user, date, and other fields specified in the activity.
If the indicator is associated with Quotas, you can filter the Quotas by team, territory, or leader and by date range.
  1. Specify how to report the data, and click Next.

  • In the Primary field field, select the numeric field that you want to manipulate.
  • In the Function field, select the function to use on the field.

If you select Record count, you don’t need to specify a primary field.

For more information on these options, see Reporting on Data for Indicators.

If you are creating a list control that returns information directly from entries, this screen does not appear.
  1. If you are creating a group indicator or a list control with summary information, in the Group by field, select the field by which you want to organize the data. Click Next.

For example, to display data for each Maximizer user, you can select a field that displays a user name.

If the field you select is a multi-value field, options appear to allow you to Group by unique values or to Group by combined values.

  1. If you are creating a group indicator or a list control, specify the fields to display in the list (list control only) and specify how you want to sort the indicator. Click Next.
  • In the Sort By field, select the field by which you want to sort the values. You can sort entries by the values of the primary field or by the field that is splitting up the data.
  • In the Sort order field, select Ascending or Descending to determine in which order the values are sorted.
  1. Specify the Click Through for the indicator, and click Next.

For more information on Click Throughs, see Click Throughs for Indicators.

If the Click Through launches another dashboard, select the dashboard and click Next.

  1. Click Finish to finish adding the indicator to the dashboard.

– or –

To add more indicators, select Work with a different indicator and click Next.


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