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.

Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.