Personalizing default sales dashboards

1 Tarefa

10 min

Pega Sales Automation '25

Pega Sales Automation '24.2 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

Visível para: All users Applies to: Pega Sales Automation '25

Beginner

Inglês

Scenario

The sales representatives prefer to view the Open pipeline and Activities by sales representatives rather than the Win/Loss analysis and Open leads by creation date on their dashboard. As part of the sales operations team, you've been tasked with updating the default dashboard for the sales representatives to reflect these preferences.

In region B, replace the Win/Loss analysis widget with the Open pipeline by sales rep widget and in region C, replace the Open leads by create date widget with the Activities by sales rep widget.

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

Role	User name	Password
System Operator	SFASampleSalesOps	rules
Sales Representative	Tmason	rules

Your assignment consists of the following tasks:

Task 1: Update default sales representative dashboard.

Task 2: Confirm your work.

 

Você deve iniciar sua própria instância da Pega para concluir este Challenge.

A inicialização pode leva até cinco minutos, portanto tenha paciência.

• Login

Challenge Walkthrough

Detailed Tasks

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 SFASampleSalesOps.
   2. In the Password field, enter rules.
2. On the left, from the Navigation panel, click Dashboards.
3. Click Sales rep dashboard.
4. In the upper-right corner, click the Edit to edit the dashboard.
5. In Region B, click the Remove icon next to Win/loss analysis to delete the widget from the dashboard.
6. In Region B, click Add and then from Base Opportunity, select the Open pipeline by sales rep widget to the slot.
7. In Region C, click the Remove icon next to Open leads by create date to delete the widget from the dashboard.
8. In Region C, click Add and then from Customer Activity, select the Activities by sales rep widget to the slot.
   
9. Click Save Dashboard to complete the configuration.
10. In the upper-right corner, click Account > Log off.

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Disponível na seguinte missão:

• Sales Automation Low-Code Developer v9