Plan Availability | All plan types |
Permissions | General Access: View and interact with progress metrics based on permissions. |
Related Reading |
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The Progress Widget is super simple—yet incredibly powerful. You can sum any numeric or currency field in a table, set a goal, and visually track progress as you work.
Uses
Any numeric or currency-based metric can be tracked in the Progress widget. If it's a measurable SMART goal and you have a field in your solution to capture the value, the Progress widget can sum it.
Examples include:
Progress towards a Sales Goal.
Number of Leads towards a Marketing Goal.
Cumulative Volunteer Hours towards a nonprofit contribution.
Settings
Configuring the Progress widget is easy:
Select the Field to Sum: Choose a numeric or currency field from your table.
Set a Color for the Bar: Customize the progress bar’s color for easy identification.
Define a Numeric or Currency-Based Goal: Enter the target value you want to track.
Adjust the Widget Size: Resize it to fit your dashboard layout.
Widget Drill In
To view the records contributing to the progress value, simply click on the widget. A window displaying the associated records will open, providing detailed insights.
Practical Use Cases and Scenarios
1. Sales Team Dashboard
Scenario: A sales team needs to track monthly revenue goals.
Solution: Use the Progress Widget to sum the "Revenue" field from sales records and set a monthly goal. The widget visually indicates the progress towards achieving the goal.
Outcome: Improved visibility of team performance and motivation to reach targets.
2. Marketing Campaign Dashboard
Scenario: A marketing team tracks leads generated during a specific campaign.
Solution: Embed a Progress Widget in the campaign dashboard to sum the "Leads Generated" field and set a target for the campaign.
Outcome: Clear tracking of campaign effectiveness and actionable insights to optimize strategies.
3. Nonprofit Contribution Dashboard
Scenario: A nonprofit organization tracks volunteer hours contributed towards a community project.
Solution: Add a Progress Widget to the dashboard to sum volunteer hours and set a goal for the project.
Outcome: Transparent progress tracking, boosting volunteer engagement and accountability.