{"id":4346,"date":"2013-07-26T09:02:18","date_gmt":"2013-07-26T09:02:18","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4346"},"modified":"2013-07-26T09:02:18","modified_gmt":"2013-07-26T09:02:18","slug":"market-trend-right-on-your-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/market-trend-right-on-your-dashboard\/","title":{"rendered":"Market Trend Right On Your Dashboard"},"content":{"rendered":"<p>Being a business closely dependent on market up\u2019s down\u2019s, it becomes necessary to track the market activities regularly. What you do in this case, is open up the various market activity websites and try to see a trend. What if you can have the live Market trend chart right on your Interactive dashboard? Yes, it is possible. Here is how.<br \/>\n\u00a0Interactive Dashboard gadgets are capable of feeding information from multiple data sources, internal and external to CRM, into your Workspace.<br \/>\nAs the first step, we need to create a block which should be made available on the dashboard; this can be done as follows:<br \/>\n1.Login to <b>CRM<\/b><br \/>\n2.Go to<b> Administration<\/b> | <b>Customization<\/b><br \/>\n3.Select <b>System<\/b> from the Secondary Entities drop down list.<br \/>\n4.Select the <b>Blocks<\/b> Tab and click on <b>New.<\/b><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/12.jpg\" target=\"_blank\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-4347\" alt=\"1\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/12.jpg\" width=\"1236\" height=\"220\" \/><\/a><\/p>\n<p>5.Enter the Block Name and select Block Type as <b>\u2018Content Block\u2019<\/b><br \/>\n6.Click on <b>Save<\/b>.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/22.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-4348\" alt=\"2\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/22.jpg\" width=\"1204\" height=\"266\" \/><\/a><\/p>\n<p>7.Click on the <b>Customize<\/b> icon for the newly created block.<br \/>\n8.Enter all the details for the fields on the screen<br \/>\n9.In the content block you can set the <b>iframe tag <\/b>of the market feed as follows.<br \/>\n\u00a0&lt;iframe src=&#8221;<a href=\"http:\/\/www.beatthenifty.com\/widget\/widgetOne\" target=\"_blank\" rel=\"noopener\">http:\/\/www.beatthenifty.com\/widget\/widgetOne<\/a>&#8221; height=&#8221;400&#8243; width=&#8221;250&#8243; frameborder=&#8221;0&#8243; target=&#8221;_blank&#8221;&gt;&lt;\/iframe&gt;<br \/>\n&lt;iframe src=&#8221;<a href=\"http:\/\/www.beatthenifty.com\/widget\/widgetTwo\" target=\"_blank\" rel=\"noopener\">http:\/\/www.beatthenifty.com\/widget\/widgetTwo<\/a>&#8221; width=&#8221;100%&#8221; height=&#8221;40&#8243; frameborder=&#8221;0&#8243; target=&#8221;_blank&#8221;&gt;&lt;\/iframe&gt;<br \/>\n\u00a010.Click on Save<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/32.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-4349\" alt=\"3\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/32.jpg\" width=\"1204\" height=\"454\" \/><\/a><\/p>\n<p>11.Click on <b>Main Menu<\/b> and select <b>Dashboard<\/b> tab<br \/>\n12<b>.New Gadget<\/b> | <b>Create Gadget<\/b> | <b>Web Site Gadget<\/b><br \/>\n13.Fill in the gadget details and in the Content block select the new block created<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/42.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4350\" alt=\"4\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/42.jpg\" width=\"829\" height=\"571\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/5.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4351\" alt=\"5\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/5.jpg\" width=\"827\" height=\"571\" \/><\/a><\/p>\n<p>As you click on Finish, the new gadget will get displayed on the dashboard<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/6.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4352\" alt=\"6\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/6.jpg\" width=\"706\" height=\"652\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Being a business closely dependent on market up\u2019s down\u2019s, it becomes necessary to track the market activities regularly. What you do in this case, is open up the various market activity websites and try to see a trend. What if you can have the live Market trend chart right on your Interactive dashboard? Yes, it\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/market-trend-right-on-your-dashboard\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,99,167,193,236,332,1,414],"tags":[],"class_list":["post-4346","post","type-post","status-publish","format-standard","hentry","category-configuration","category-dashboard-sage-crm","category-gadgets","category-interactive-dashboard-sage-crm","category-market-trend","category-sage-crm","category-uncategorized","category-url-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Market Trend Right On Your Dashboard - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/market-trend-right-on-your-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Market Trend Right On Your Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Being a business closely dependent on market up\u2019s down\u2019s, it becomes necessary to track the market activities regularly. 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