Adaptive Widgets

Setting up an Adaptive Widget is easy.

  1. Go to the Edit Team page by clicking the Manage Teams link on the InsideSales tab, and then clicking Edit next to the team you'd like to add the widget to.
  2. Notice the Target KPI on the page. This should be the KPI you want this team to focus on. If you wish, you can take this opportunity to change the Target KPI. Your Adaptive Widgets will present statistics that are related to the KPI selected here.
  3. Next, edit or add a widget on the Standings Bar by clicking the wrench icon above a widget space:
    This will bring up the Edit Widget window. Use the Type dropdown and select Adaptive. Then click Ok.
  4. Click Save.

That's it! The widget you selected will now automatically and intelligently display a secondary statistic relevant to achieving the Target KPI.

If you want to, you can repeat this process to set up more than one Adaptive Widget on the same Standings Bar. Creating multiple Adaptive Widgest will provide additional stats relevant to the Target KPI, and will not repeat the same information multiple times.

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