Business Development Dashboard

Modified on: Tue, 25 Nov, 2025 at 2:08 PM

Creating the Dashboard

Create the Dashboard (see this article for more detailed information - Creating a Dashboard)

In CRM, click on your name in top righthand corner
Select User Settings
Select Dashboard
From here, click Add New to create a new dashboard or select an existing Dashboard to edit it's name, type, or to add new Dashlets
- Dashboard name: Business Development
- Type: Stacked

Dashlet Setup

Without Dashlets, your Dashboard will be empty. The Settings listed below are typical for this Dashlet. You will want to consult with your Sales/Marketing team to verify that you are using the same settings that they are.

Creating new Dashlets

In CRM, click on your name in top righthand corner
Select User Settings
Select Dashboard
Add Dashlet name, type, and which row/column you want the Dashlet to display in (adjusting these will rearrange their order)
Note: The Period and Custom Settings (see below) must be added directly from the Dashboard itself under the Dashboard module on the left-hand navigation menu in CRM

Recommended Dashlet Name	Dashlet Type	Period (must be added from Dashlet directly)	Custom Settings (must be added from Dashlet directly)
Company Wide	Classification	Quarter	Classifications: Select A and B. Include $ Amount: Select this option. It will show bar graphs representing invoiced dollars. Referral Sources Excluded From $ Amount: Your Sales Administrator should tell you what is excluded here.
A's by Employee	A's By salesperson	Quarter	The count of A's does not update live but instead captures the count of A's for a date each morning for the Month view, and once a Month for the Year view. Employees: Select (check) each employee who spends time selling/marketing.
Activity by Employee (6 months)	Activities by salespeople	Last 6 Months (Displays monthly summaries)	Employees: Select (check) each employee who owns a relationship (contact) within Luxor.
Activity by Employee (7 days)	Activities by salespeople	Last 7 Days (Snapshot of what has been logged in last 7 days including today)	Employees: Select (check) each employee who spends time selling/marketing.
Referrals by Employee	Referrals by salespeople	Last 6 Months (Displays monthly summaries)	Employees: Select (check) each employee who spends time selling/marketing. Excluded Field Office: Use this to determine which offices to include in the Dashlet (if you have multiple offices.) Whatever is selected is excluded from the Dashlet.
$ by Employee	Amount by salespeople	Year (Monthly summary going back 12 months)	Column Type: Set it to Normal. This represents a summation of the invoices, by contact month over month. Employees: Select (check) each employee who spends time selling/marketing. Excluded Field Office: Use this to determine which offices to include in the Dashlet (if you have multiple offices.) Whatever is selected is excluded from 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.