Table of Contents

Pega Sales Automation dashboard widgets

Pega Sales Automation™ applications provide a set of standard dashboard widgets that capture your sales data to give you a real-time view of the state of your business. You can customize dashboards to display the widgets that you need. When customizing dashboards, the widgets window shows a list of widgets with descriptions.

For information about application-specific widgets, see the following article:

Pega Sales Automation for Financial Services uses the same set of widgets that are described in this article.

To personalize dashboards by adding widgets, complete the following steps:

  1. Log in to Pega Sales Automation as a Sales Rep, Sales Ops, or Sales Manager operator.
  2. On the dashboard, in the top-right corner of the screen, click the Personalize the dashboard icon.
  3. In the Edit dashboard pane, in the Widgets section, in any slot, click Add widget(s).
  4. Select a widget and click Add selected to confirm.
  5. Click Publish.
How to view and add widgets

Have a question? Get answers now.

Visit the Pega Support Community to ask questions, engage in discussions, and help others.