Overview
This article covers how to build a Referral Sources Dashboard in CRM (fka Luxor). If you want to learn more about how to build Dashboards, see this article for more information - Creating a Dashboard
Referral Sources Dashboard
- Dashboard name: Production Summary
- Type: Stacked
Names of Dashlets and their typical settings:
- "# & $ Of Referrals By Source (YTD)" (Dashlet Type = Rolled up referral types)
- Period: Set to CurrentYear.
- Excluded Field Offices: Select nothing. Selecting any field office will exclude jobs associated with that field office from the data in the Dashlet.
- "# & $ Of Marketing Referrals By Source (YTD)" (Dashlet Type = Referral Sources for Type)
- Period: Set to CurrentYear.
- Referral Source Type: Set to Marketing Dept. This breaks down the larger data set from the "# & $ Of Referrals By Source (YTD)" Dashlet into a specific data set looking at one piece of the larger pie graph.
- Excluded Field Offices: Select nothing. Selecting any field office will exclude jobs associated with that field office from the data in the Dashlet.
- "# & $ Of Program Referrals By Source (YTD)" (Dashlet Type = Referral Sources for Type)
- Period: Set to CurrentYear.
- Referral Source Type: Set to Programs. This breaks down the larger data set from the "# & $ Of Referrals By Source (YTD)" Dashlet into a specific data set looking at one piece of the larger pie graph.
- Excluded Field Offices: Select nothing. Selecting any field office will exclude jobs associated with that field office from the data in the Dashlet.
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