Design the Momentum dashboard for your team

The Momentum dashboard belongs to the whole workspace. A workspace admin decides what it looks like; everyone else sees the same pages and cannot change them. Until an admin changes anything, everyone sees the standard dashboard described in See your daily goal, streak and rank.

Change a page

1. 1Open Momentum. The tabs above the tiles are the pages.
2. 2Select Redigera. The first time, this saves the standard dashboard as the workspace's first page so you can change it.
3. 3Drag a tile by its top edge to move it, and drag its corner to resize it.
4. 4Lägg till widget lists every tile you can add. The cross on a tile removes it; the sliders open Widgetinställningar.
5. 5Mobil shows how the page stacks on a phone, where you can change the order.
6. 6Select Spara layout. Everyone sees the change straight away. Ångra throws the changes away.

Tiles

• Siffra: any statistic Momentum measures (sales, sales value, calls, calls answered, talk time, average call length, meetings, emails, completed tasks), for today, this week or this month, for the whole team or for the person looking. It can show the viewer's own figure underneath and progress towards the target set in Choose what Momentum tracks and set your targets.
• Topplista: the top of the team on any of those statistics, with a podium if you like. Only the top five are ever shown; someone further down sees privately how far the board is.
• Din placering: where the viewer stands on a board.
• Dag för dag: a statistic day by day through the week or the month.
• Dagsmål, Mina mål, Närmast att stängas, Senaste från golvet, Utmaningar and Dueller: the same cards as the standard dashboard.
• Text: a heading or a short note for the team.

Every number reads the same figures as the leaderboard and the targets, in calendar periods: today, the week Monday to Sunday, and the calendar month. Selecting a sales figure lists the sales behind it.

A statistic that needs a connected phone system or mailbox says so on the tile until one is connected. A tile for a part of Momentum switched off in Choose what counts as a sale disappears and comes back when it is switched on.

Pages

• The plus beside the tabs is Lägg till sida. Start from Säljgolvet, Samtal, Chefsöversikt, the standard dashboard, or an empty page.
• The menu beside the tabs renames the open page, moves it left or right, or deletes it (Ta bort sida). Deleting a page removes its tiles for everyone; the figures themselves are never touched.
• Öppna den tidigare instrumentpanelen in the same menu opens the dashboard Momentum had before pages, while the new one proves itself.