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Visualizing Your Data

Visualizing Your Data

FAQ - Visualizing Your Data

Overview
The Account Manager Contact Card is a new widget type that lets you display Account Manager information on a dashboard.  Once the widget is defined, we will dynamically pull in the Account Manager’s info for each client, as long as the client has an account manager assigned in the Client record page


 

How do I add an Account Manager Contact Card widget to my dashboard?

Go to the dashboard and section you would like to add the widget to.  Click on Add widget and choose “Add Administrative Widget”.

 

 

You will then be able to edit the Account Manager widget and select the fields you’d like to display in this widget.

 

 

Once the widget is added to the dashboard, it can be resized and moved around, just like other widgets.



 

What’s the value of the Account Manager Widget?

It’s dynamic!  As long as you assign an Account Manager to the Client record for each client, we will dynamically pull in the data for each Client’s dashboard.

 

Example:

Here we are viewing the dashboard as Client = “TapClicks’

 



 

The platform knows to display Taylor Swift’s information because Taylor Swift has been assigned as the Account Manager in TapClicks’ client record.

 

Taylor Swift’s contact info from the user record is then pulled into the Account Manager widget.

 

Here we are viewing the dashboard as Client = “Acme Company”

 

Notice that the Account Manager contact info has changed to Tiffany, who has been assigned as the Account Manager in Acme Company’s client record.