Summary Widget

The Summary widget presents data aggregations from the hub in a compact view. Configure using various types of tiles for different data and properties.

The Summary widget displays a compact view of aggregations of various types of data from the hub.

Example of a summary widget

Here is an example of the code used to set up a Summary widget. :

page account "Account" {
    widget summary {
        size: large
        table: contacts:
         
        tile contactDetails cc {
            role: contacts:ContactRole
            email: contacts:email
            phone: contacts:Phone
            title: contacts:AccountName
            industry: accounts:Industry
        }
         
        tile accountDetails cc4 {
            accountOwner: contacts:AccountName
            salesManager: accounts:SalesLeader1
            region: accounts:WorldRegion
            revenue: accounts:AnnualAccountValue
            renewalDate: accounts:RenewalDate
        }
         
        tile casesStatus {
            open: 12
            overdue: 2
            label: "My label" //not required
            view: casesStatusDefaultView //not required
        }
         
        tile responseRate {
            invites: 12
            responses: 3
            label: "My response rate" //not required
            view: responseRateDefaultView //not required
        }
         
        tile surveyResponses {
            total: 32
            completed: 3
            label: "A label" //not required
            view: surveyResponseDefaultView //not required
        }
         
        tile risk {
            value: 12
            textValue: "High"
            target: 3
            renewal: "12.12.12"
            revenue: "123333"
            max: 10 //not required
            min: 0 //not required
            label: "My label" //not required
            view: renewalRiskDefaultView //not required
        }
         
        tile metric a {
            label: "A sub-widget" //not required
            value: 6
            target: 5
            max: 10 //not required
            min: 0 //not required
            view: metricDefaultView //not required
        }
    }
}

For details of the properties and settings, refer to widget summary in the CDL Reference Guide.