Dashboard Widgets
Submitted & Completed Graphs
Submitted and Completed Graphs provide a visual summary of submitted and completed activity based on qualifying transactions associated with products. These graphs help track submitted amounts over time and identify trends by product line.
The graphs show two bars per product line:
- Submitted bar - displays work brought in during the selected period
- Completed bar - displays work that finalized during the selected period
The two bars deliberately overlap. A transaction submitted in April and completed in May appears in both April’s Submitted bar and May’s Completed bar. Do not add them together. They are answering two different questions:
- Submitted: “How much new business did we bring in during this period?”
- Completed: “How much new business was completed during this period?”
Depending on your permissions, Submitted Graphs may display:
- Current Week Submitted
- Current Month Submitted
- Current Year Submitted
Submitted Graphs are available from the Dashboard and can be shown or hidden using Configure Widgets.
How Submitted and Completed Graphs Are Calculated
Section titled “How Submitted and Completed Graphs Are Calculated”Submitted and Completed values are calculated using transactions associated with products.
Submitted
Section titled “Submitted”A transaction contributes to Submitted figures when:
- The product has a Submitted Date within the selected time period
- The transaction status is Pending or Complete
- The transaction value is positive
- The transaction type is configured to count toward Submitted activity
Negative-value transactions are excluded from Submitted calculations.
Completed
Section titled “Completed”A transaction contributes to Completed figures when:
- The product has a Submitted Date within the selected time period
- The transaction status is Complete
- The transaction was marked as Complete during the selected time period
- The transaction type is configured to count toward Submitted activity
View Submitted Activity by Time Period
Section titled “View Submitted Activity by Time Period”Submitted Graphs display activity across three timeframes:
Current Week Submitted
Section titled “Current Week Submitted”Displays submitted activity for the current week.
Current Month Submitted
Section titled “Current Month Submitted”Displays submitted activity for the current month.
Current Year Submitted
Section titled “Current Year Submitted”Displays submitted activity for the current year.
Filter Submitted Graphs
Section titled “Filter Submitted Graphs”Use the Filter By dropdown to narrow results to:
- All product lines
- A specific product line
Filters only affect Submitted Graphs and do not impact other Dashboard widgets.
Configure Submitted Graph Visibility
Section titled “Configure Submitted Graph Visibility”To manage Submitted Graph visibility:
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Navigate to the Dashboard
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Select Configure Widgets
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Locate Submitted Graphs
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Enable or disable:
- Weekly Submitted
- Monthly Submitted
- Yearly Submitted
You can display individual periods or show all Submitted Graphs at once.
Understand Submitted Goals
Section titled “Understand Submitted Goals”The Submitted Goals section compares goal targets against actual submitted activity.
Actual values are calculated automatically using qualifying transactions associated with products submitted during the selected period.
This removes the need to separately track submitted production outside of transactions.
Submitted Goals by Agent
Section titled “Submitted Goals by Agent”Submitted production is attributed to the Agent of Record associated with the product.
Production is not assigned based on who entered the transaction.
Products without an Agent of Record appear under Unassigned. These values still contribute to overall totals.
My Submitted Goals
Section titled “My Submitted Goals”Users may see a My Submitted Goals section displaying only submitted activity associated with products where they are the Agent of Record.
View How Submitted Is Calculated
Section titled “View How Submitted Is Calculated”Select the information icon ⓘ next to Submitted sections to view additional details about:
- Which transactions count toward Submitted activity
- Examples of qualifying transaction types
- Configuration guidance when no qualifying transaction types exist
This can help explain why transactions are or are not included in Submitted figures.
Troubleshooting
Section titled “Troubleshooting”I do not see Submitted Graphs
Section titled “I do not see Submitted Graphs”Verify:
- Submitted Graphs are enabled under Configure Widgets
- Your user role has permission to view Submitted data
- Qualifying activity exists for the selected period
My Submitted values seem incorrect
Section titled “My Submitted values seem incorrect”Common reasons include:
- The transaction type is not configured to count toward Submitted activity
- The product is assigned to another Agent of Record
- The transaction falls outside the selected timeframe
My Completed values seem incorrect
Section titled “My Completed values seem incorrect”Common reasons include:
- The transaction was completed outside the selected timeframe
- The product’s Submitted Date falls outside the selected timeframe
- The transaction. type is not configured to count toward Submitted activity
- The transaction has a negative value and therefore does not contribute to Submitted totals