Embedding the Order Management Dashboard

You can embed the Order Management dashboard into any Lightning page. By adding filters, you can display only the information that is relevant within a specific context.

The example below contains the steps for embedding the dashboard in the engagement record page. This enables you to only display data related to the engagement that you are viewing. You can apply the same principles to embed the dashboard in other record pages (for example, the account record page) or app pages (for example, a landing page).

Adding the Order Management Dashboard to the Engagement Lightning Record Page

Note:

The Engagement object contains a template Lightning record with predefined tabs and placeholder text for adding the recommended dashboards. In the following steps, we assume that you have already created a custom record page from the template. For more information, see Embedding Engagement Analytics Dashboards.

To add the Order Management dashboard to the Order Management tab:

  1. From Setup, click Object Manager | Engagement | Lightning Record Pages.
  2. Click the label of your custom record page to open it, then click Edit. The Lightning App Builder displays.
  3. Click the Order Management tab to open it.
  4. From the Components panel, drag the CRM Analytics Dashboard component and drop it below the placeholder text. The component's configuration options display.
  5. Define the following:
    • Dashboard: "Order Management"
    • Height: 840
    • Show Share Icon: deselected
    • Show Title: deselected
    • Show Header: deselected
    • Open Dashboard: "Disable open dashboard feature"
    • Open Links in New Windows: selected
    • Hide on Error: selected

  6. Filter the dashboard by the ID of the engagement. This ensures that the dashboard only displays data for the engagement currently displayed on the record page. To define the filter:

    1. Under Dashboard Filters, click Filter Builder.
    2. Click + Add Dashboard Filter.
    3. Under Dataset, select "Order and Inventory Management".
    4. Under Dataset Field, select "Sales Order Engagement ID".
    5. Under Operator, select "Equals".
    6. Under Object Field, click Select.
    7. From the Select Field picklist, select "Record ID".
    8. Click Done.
    9. Click OK. The filter is now defined.
  7. Click the placeholder text.
  8. Click Delete to delete the placeholder text component.
  9. Click Save. The dashboard is now added to your engagement record page.