Creating a CAP Widget

The CAP Widget shows you an overview of the total deals or dollar amount that have contributed toward the total CAP, based on a specific financial element.  

Getting Started

1. Under the Reporting module, navigate to the Dashboard you want to customize.

2. Click Edit Dashboard. Then the +Icon under Add Widget. 

3. Select the Widget Type. In this article, we will go over creating the CAP - Commission Structure Widget. 

• Title: The title you want to name your widget for your Insights board
• Select profile. 
• Select the financial element.

This Widget shows the contribution toward CAP (either the amount of deals or the dollar amount).