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Pega Portal Dashboard

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Zuletzt aktualisiert: 2022-01-24

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Roles, portals, and dashboards | Pega

Pega Sales Automation comes with several role specific dashboards out of the box in the applicable portals. Sales Rep dashboard. This dashboard provides sales representatives with insight into typical sales metrics specific to sales pipeline, lead conversions, sales coaching plans, goal attainment, and activity tracking. Users can personalize the dashboard layout from a …
Url: https://docs.pega.com/pega-sales-automation-product-overview/87/roles-portals-and-dashboards
Roles, portals, and dashboards | Pega

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Dashboards | Pega Academy

Partner Portal Client Programs Pega Community Events Content Contributor Program Community Forums Pega Community Wiki ... Dashboards. By default, Pega Platform™ has two role-based interfaces for the two most common roles – case manager and case worker. Each role-based interface includes a dashboard tailored to the role. Dashboards display operational information …
Url: https://academy.pega.com/topic/dashboards/v1
Dashboards | Pega Academy

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Dashboard management | Pega

01.12.2021 · Pega Platform: Community Edition Community Success Stories Pega Community Blog ... Log in to an end-user portal, for example, the User Portal. In the navigation menu of your application, click Dashboard. In the upper-right corner of your workspace, click the Personalize the dashboard icon. In the Edit dashboard pane, click Switch template. In the Select a template …
Url: https://docs.pega.com/user-experience/86/dashboard-management
Dashboard management | Pega

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Roles, portals, and dashboards | Pega

18.08.2021 · Roles, portals, and dashboards Pega Customer Decision Hub roles Pega Customer Decision Hub portal 1:1 Operations Manager portal Dashboard Paid media Pega Customer Decision Hub Product Overview; Roles, portals, and dashboards – Version 8.6. Choose a …
Url: https://docs.pega.com/pega-customer-decision-hub-product-overview/86/roles-portals-and-dashboards
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Portals and pages | Pega Academy

My Dashboard Find Training Find Training Self-Study Training Instructor-Led Training Certifications Certifications Get Certified Get Certified ... By default, Pega Platform™ has two portals for the two most common roles – case manager and case worker. The Case Manager portal provides a standard user interface for viewing and working on cases. It displays a case …
Url: https://academy.pega.com/topic/portals-and-pages/v1
Portals and pages | Pega Academy

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Customizing a user portal | Pega Academy

In Pega, a portal is represented with a ... You can customize the content displayed on the dashboard of the Case Manager portal. For example, a manager often wants to view the status of cases processed by their unit or work group. You can configure the Case Manager portal to display one or more dashboard widget s that provide insight into the status and progress of …
Url: https://academy.pega.com/topic/customizing-user-portal/v1
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Pega UI: Harness and end user Portal modification

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PEGA Customer Login View Configuration: Verify Username and Password

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Login, Sign Up in Pega, Video (1)

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Customize login screen in Pega

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Dashboard in Pega

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8.1 How to add a widget to dashboard in user portal and publish changes

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Adding Home page return button in portal | Portal Creation part 3 | #pega , #portal , #pegaconcept |

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Case Management in Pega - Configuring Dashboard, Adding Tags to case types

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portal creation | New portal |portal creation 1 | #portal , #pega8 ,#pega | #pegaconcept channel |

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16. PegaPortal - Routing In Pega - Pega 8.3 - Online Pega Training - HD