Personalizing default sales dashboards

1 Tarea

10 minutos

Pega Sales Automation '24.2

Pega Sales Automation '25 Pega Sales Automation '24.1 Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.5 Pega Sales Automation 8.4

Visible para: All users Applies to: Pega Sales Automation '24.2

Principiante

Inglés

Escenario

The sales representatives want to see the Leads by source widget instead of the Customer sentiment analysis on the dashboard. As a member of the sales operations team, you have been asked to update the default dashboard for the sales representatives.

Replace the Customer sentiment analysis by sales representative widget with the Leads by source widget in the default sales representative coaching dashboard.

Use the following credentials to log in to the exercise system:

Role	User name	Password
System operations	salessampleops	rules
Sales manager Benjamin Miller	bmiller	rules

Your assignment consists of the following tasks:

Task 1: Update default sales representative dashboard.

Task 2: Confirm your work.

 

Debe iniciar su propia instancia de Pega para completar este Reto.

La inicialización puede demorar hasta 5 minutos. Le pedimos que tenga paciencia.

• Iniciar sesión

Recorrido del Reto

Tareas detalladas

1 Update the sales representative coaching dashboard

1. Log in to your exercise system as sales operations user.
   1. In the User name field, enter salessampleops.
   2. In the Password field, enter rules.
2. On the left, from the Navigation panel, click Dashboards.
3. Click Sales rep coaching dashboard.
4. In the upper-right corner, click the Edit to edit the dashboard.
5. In Region A, perform the following steps:
   1. click the Remove icon next to Sentiment analysis by sales representative to delete the widget from the dashboard.
   2. Click Add to add a widget to the slot.
   3. Select Leads by source, then click Add to add the Leads by source widget to the slot.
   4. Click and drag the Leads by source widget that you just added to the first position.
6. Click Save Dashboard to complete the configuration.
7. In the upper-right corner, click Account > Log off.

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Disponible en la siguiente misión:

• Sales Automation Low-Code Developer v8