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).
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