Customer/Vendor Dashboards

Copy Another User’s Dashboard to Replace Your Dashboard

In order to use another user’s Dashboard as your own Dashboard, use the option Copy Another User’s Dashboard to Replace Your Dashboard. In the Select Employee field, choose the Employee that you would like to make a copy of their Dashboard as your own. Once the Employee has been selected and the Save button has been clicked, you cannot undo the override and will need to reconfigure your Dashboard to revert it back to its original state. There is no permission needed in your User Role in order to copy another Employee’s Customer/Vendor Dashboard as your own.

Copy Your Dashboard to Other Users

To override other user’s Customer/Vendor Dashboard in order to replicate your own, use the Copy Your Dashboard to Other Users option. Your User Role will need to include the permission for “Customer/Vendor Dashboard – Copy to other users” in order for this option to appear in the Copy Dashboard window. Using this option gives you the choice of copying your Dashboard to an individual Employee, Employees who share a Job Title, a Team, or a Department. Once a Job Title, Team, or Department is selected, the individual Employees who are included in that group will be listed individually. Click the Save button to complete the copying of your own dashboard to the individuals selected.

The A/R Summary widget on a Customer’s Dashboard is an easy way to gain insight into an overview of their financials. Clicking on any of the summary fields will pre-filter the A/R Transaction page for the selected Customer.

The following information will be included within the A/R Summary widget:

• The Invoiced box will include a total dollar amount of Invoices, Sales Receipts, and Journal Entries debiting Accounts Receivables related to the Customer for the selected date range.
• The Paid box will include a total dollar amount of Payments and Sales Receipts related to the Customer for the selected date range.
• The Credited box will include a total amount of Credit Memos and Journal Entries crediting Accounts Receivables that are related to the Customer for the selected date range.

To learn more about Accounts Receivables and Collections within Striven, review our Accounts Receivable Setup Guide or our Collections Guide.

The A/P Summary widget on a Vendor’s Dashboard is an easy way to get an insight into an overview of their financials. Clicking into any of the summary options will pre-filter the A/P Transactions page for the selected Vendor.

The following information will be included within the A/P Summary widget:

• The Billed box will include a total dollar amount of Bills and Journal Entries crediting Accounts Payable related to the Vendor for the selected date range.
• The Paid box will include a total dollar amount of Credit Card Charges: Bill Payments and Checks: Bill Payments related to the Vendor for the selected date range.
• The Credited box will include a total dollar amount of Bill Credits and Journal Entries debiting Accounts Payable related to the Vendor for the selected date range.

To learn more about Accounts Payable and Purchasing in Striven, please review our Accounts Payable Guide or our Purchase Orders Guide.

The purpose of the Profit & Loss widget is to give a quick view on the Customer’s Dashboard that summarizes the revenues, costs, and expenses your business has incurred related to that particular Customer during a specified period of time . This widget can be sorted by a variety of different time periods and can even be filtered by GL Accounts to narrow down the results to show the health of a particular department within your company. This GL Account filter option is found on the Profit & Loss widget settings and will display the available account options in a tree structure. Available accounts will be nested under COGS, Expense, Income, Other Expense, and Other Income type accounts as these are the account types that are part of the Profit & Loss calculation. When accounts are selected as filters for the widget, only those account postings will be included in the P&L calculation and displayed in the widget. Otherwise, all accounts will be included. You will also have the ability to select a percentage of the total amount for the selected account. The Profit & Loss widget settings also include the options to Exclude Gross Profit Bar and Exclude Net Income Bar from the widget graph.

• Note: You can view the Profit & Loss Report in Striven at any time by clicking on one of the bars on the P&L Widget graph on your Customer’s Dashboard. However, the bars on the Profit & Loss widget graph will not hyperlink to the P&L Report if there are GL Account Filters selected in the widget settings.

The Tasks List widget on the Customer’s Dashboard will provide a list of Tasks which can be filtered by when they are due , such as Today, This Week, This Month, etc. Beneath the Task name, the widget shows the Task Type and Due Date/Time if applicable. The widget also displays the status of the Task, the Employee Assigned to the Task, and provides a Discussion button to begin a message thread related to that particular Task. At the bottom of the widget, you’ll notice a View All Tasks link, which will redirect you to a Tasks List page filtered to show all Tasks for that Customer.

1. Widget kebab: Provides options for widget settings.
   • Settings: Provides options to configure the widget settings. This includes Widget Name, Sales Order Type, Status, Sales Rep, as well as whether or not the Order is Recurring.
   • Copy: Adds a duplicate of the widget to the Dashboard. This is useful when you want to display a similar widget with minor adjustments to the settings.
   • Remove: Removes the widget from the Dashboard.
2. Order Details: Displays Sales Order details such as Order Number, Name, Total, and Date.
   • Note: In the case of Open Opportunities or Open Projects widgets, the details for those entities will display similarly.
3. Order Status: Displays the status of the Order.
4. Discussions: Allows you to quickly create a new discussion with regard to the related Order without having to navigate to the individual Order within Striven.
5. View Line Items: Allows you to see the Line Item details related to the Order. This popup will display the Item Name, Description, Quantity, Price, Amount, S&H, Tax, Class, and Total relating to the Order.
6. Load More: By default, the widget will automatically load five (5) Sales Orders, but clicking the Load More button will display more Orders.
7. View All Sales Orders: Opens the Customer’s Sales Orders List in a new browser tab.

This widget will list any upcoming Appointments that are related to the Customer. A kebab menu is also available to configure the widget settings to edit the widget name or change the view to show appointments for a specific Employee. The date and time, along with the Appointment Location, if selected, will be listed within this list for convenience.

The Contacts List widget will display the following information regarding each Contact:

• Profile Image
• Name
• Title
• Email Address
• Phone Number
• Location

When hovering over a Contact’s name from the Contacts List widget the following navigation and action menu options can be accessed:

• Viewed By: Lists the Employees who have last viewed the Contact and also who has most viewed the Contact.
• Share: Gives a direct link to the Contact Info page from the Customer or Vendor’s Contacts that can be given to others for easy access.
• Action Menu: By clicking on the vertical ellipsis icon the following options can be accessed:
  • Info: Navigates to the Contact Info page located under the Customer or Vendor’s Contacts.
  • Hub: Navigates to the Contact’s Hub page located under the Customer or Vendor’s Contacts.
  • Asset Associations: Navigates to a list of Customer or Vendor Assets that have been related to the Contact through the Associated Contacts field located on the Asset.
  • Portal Settings: Navigates to the Contact’s Portal Settings page to make updates as needed.

• Widget Name: Changes how the widget’s name will be displayed when viewing the Customer/Vendor Dashboard.
• Asset Types: Narrows the results listed in the widget based on the Asset Type. By default, all Asset Types will be selected.
• Asset Status: Narrows the results listed in the widget based on the current status the Asset resides in. By default, Assets that are In Service, Out of Service, Retired, and Unsupported will be included in the count. Assets that are set to the Inactive status will be excluded by default.

There are 2 available options for the Embed Link widget:

• URL: Allows you to enter the web address link used to direct your internet browser to a particular website.
• Integrated Link: Allows you to choose from the list of Integrated Links you have already set in your system. (This list can be edited by visiting Company → Settings → Company → Customizations → Integrated Links and selecting Customers/Vendors from the drop-down list).

The following information will be listed for each Employee included in this widget:

• Name
• Assignment Category
• Job Title and Department

To view a complete list of the Customer/Vendor’s Assignments, click the View All Assignments button at the bottom of the widget.

• Widget Name: Changes how the widget’s name will be displayed when viewing the Customer/Vendor Dashboard.
• Assignment Category: Adjusts what type of Assignments are included in the widget based on the Assignment Category. Only Assignment Categories that have been configured as the Employee type will be included as an option to select for this field.
• Visible on Portal: Narrows results in the widget based on whether or not the Assignment has been marked as visible on the Portal.

Unless the Price or Cost List was set up during the Customer creation process, the Price/Cost Widget will be configured with both Using Standard Price List and Using Standard Cost List.

Hovering over the widget will display an edit icon that can be clicked to change the configurations of the Price and Cost List for the Customer or Vendor.

Once the Price/Cost List widget has been configured the selected Price or Cost List will be displayed rather than the Standard Price/Cost List tag.