Home
Overview
When you log into Sugar, you will see your Home page. Tabs for other modules display alongside the Home tab. Other users do not have access to your Home page.
The Home page displays a collection of Sugar Dashlets that display information related to your activities such as meetings and calls. It also displays records assigned to you, such as Accounts, Opportunities, and Cases. Sugar Dashlets are user-configurable panels that you can add, remove, and move as needed. For more information, see Managing Sugar Dashlets.
Home page tabs
The Home module displays the following tabs:
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My Calls. Lists phone calls set up by you or includes you, including the subject of the call, the duration, and the start date.
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My Meetings. Lists invitations to meetings set up by you or others including the subject of the call, the duration, and the start date.
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My Leads. Displays a list of leads that you created, including the name, business phone number, and date created.
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My Top Open Opportunities. Lists the top five opportunities sorted by the amount. Opportunities with a status of Closed-Lost or Closed-Won are not included. You can display up to ten opportunities in this Dashlet.
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My Accounts. Displays accounts assigned to you, including the account and phone numbers.
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My Open Cases. Displays a list of customer issues assigned to you for resolution, including the case number, subject, priority, and status.
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My Activity Stream. Notifies you when other users create a new contact, lead, opportunity, or case. You can also view Twitter and FaceBook feeds of your friends in this Dashlet.
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My Emails. Lists your unread emails that were imported into Sugar from external email accounts.
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Viewing and managing predefined charts
A chart is a graphical display of a report You can add charts based on predefined reports on your Home page. When a report is updated, the chart is automatically updated as well.
Sugar provides several charts based on predefined reports. You can use these charts to view sales and opportunities for your organization. Each distinctively colored area on a chart is linked to the data set that it represents. You can click any colored area to drill down to the underlying data.
You can edit predefined charts to suit your requirements, but you cannot delete them. Click the Edit icon to modify a chart. Click theRefresh icon to refresh the view after an update. Click the Refresh icon above the chart to recalculate the data source for a specific chart.
The following predefined charts are displayed on your Home page:
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All Opportunities by Lead Source by Outcome. This is a horizontal stacked bar chart that displays total opportunities for each lead source. Each bar is made up of multi-colored segments that represent the outcome proportions for that lead source.
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All Opportunities by Lead Source. This is a pie chart that groups total sales opportunities by each lead source.
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Campaign ROI. This is a bar chart that displays the return on investment (ROI) for a campaign.
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Pipeline By Sales Stage. This is a horizontal bar chart that displays the total dollar amounts for all your opportunities grouped by sales stage.
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Outcome by Month. This is a vertical stacked bar chart in which each bar displays the total sales pipeline for each month. Each bar is made up of multi-colored segments that represent the outcome proportions for the pipeline in that month.
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Modifying the Home module
You can add Sugar Dashlets to your Home page as described in Managing Sugar Dashlets. You can revert to the default Home page setting at any time. This will delete any new Sugar Dashlets that you added to the Home module.
You can revert to the default Home module setup at any time by clicking Reset Homepage in your User Settings
To revert to default Home page settings
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Click your name located at the top right-hand corner of the page.
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This displays your Edit user page.
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Click Reset Homepage, and OK in your Edit user page.
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