Scorecard

by Unify Solutions

The Scorecard add-on for SuiteCRM is a visual reporting tool that helps users measure their current progress to better identify which records they should focus their time on next. Using a unique color code system and data filter option, users can easily visualize the status of CRM records from the List View and Detail View of any module.

Cancel at any time!
Free Trial

User Guide

User Configuration

Go to any module which is enable for Scorecard and configure Scorecard for that module.

1-NotConfigure.PNG

  • Select drop down field on which you want to count
  • Select amount field (currency) on which you want to sum (Optional)
  • Set color for each selected drop down options
  • Enable color code for List View and Detail View
  • Save

3-Configure.PNG

After configuring the scorecard, will appear as below.

List view

6-ScorecardWithAmount.png

List view with color code

8-ScorecardWithListColor.PNG

Detail view

22-DetailView.png

Reconfiguration and filter

10-Config.PNG

Scorecard without currency

4-ScoreCardWithoutAmount.PNG

Scorecard with currency

6-ScorecardWithAmount.png

Scorecard based on user currency (Currency Converter)

9-Currency.PNG

Theme

11-ThemeDwan.PNG

12-ThemeDwan.PNG

13-ThemeDay.PNG

14-ThemeDay.PNG

15-ThemeDusk.PNG

16-ThemeDusk.PNG

17-ThemeDark.PNG

18-ThemeDark.PNG

See FAQ

Saving Comment Saving Comment...
  • Supported Versions
  • 7.0.0 to 7.14.2
Read Our Review

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured
Productivity Reporting Administration Integrations Sales Analysis Count Value filter scorecard list view Color Code dropdown search detail view score modules Custom modules account contact lead opportunity case Quote other Currency amount Total Sum status unify dashboard support Invalid Correction Missing Values Match Not Match