Our new Navigator is designed to offer a "state of the nation" overview of all important information for each user, allowing them to efficiently plan where they need to focus and keeping everyone in the loop.

You can create Navigator layouts made up of multiple customisable elements which can be simply dragged & dropped onto a layout and saved as a custom Profile.

All users will be prompted to try the New Navigator after the release but will also have the ability to swap between the new and the old Navigators by clicking on the link in the top left of the screen ⤵

NOTE: Old navigator profiles will continue to be supported for a limited time as they are currently still used by the Mobile app.

Click on the Edit Navigator button to switch to Edit mode. A left hand panel with all available components will open ⤵

Each type of component can be used multiple times within a single Navigator layout and can be added by dragging and dropping onto the layout ⤵

Different Navigator layouts can be saved to profiles and accessed from the Navigator selector ⤵

NOTE: swapping between Navigator profiles is disabled when any of the component settings are open or Navigator is in Edit Layout mode

Click on the cogs icon to open the Power Panel to access Navigator Settings ⤵

From Navigator Settings, users can manage the components included in the layout from the Manage Charts section.

The Role tab can be used to choose what data is shown in the Navigator based on Ownership, Sales Team (Editor or Watcher rights) or Sales Units assignment (set at the user role level) or switched off entirely.

The Filter tab gives access to a limited set of filter criteria (these are the same options as are available for Dashboards) ⤵

NOTE: if you apply a filter in the Filters tab, this will override the filter setting in individual components

Navigator components are divided into Report Components and Standard Components ⤵

Each component has a menu bar giving access to:

Properties - sets the Title and Description

Colors - sets the background color or header line (depending on the component)

Copy - creates a copy of the component (including the setting)

Remove - removes the component from the navigator layout

Users can add any report they can see to the Navigator creating a link to the report. Any edits still need to be made in the Analytics>Reports menu not directly in the Navigator. The Report Chart will display in the Navigator ⤵

Click on Settings to give the Report Chart a name and add a description. Users can also click through to the underlying report.

Clicking on the gear icon gives access to the same individual chart options that are available in the Analytics>Reports section.

Adding Sections allows users to structure their Navigator layouts. The user can set the Section name and text alignment and choose a background color from the Colors button ⤵

The Tile component is a simplified scorecard which displays an aggregated value from the selected entity and field. The Tile can show an aggregate based only on changed records if selected and can also show a conditionally formatted value ⤵

Settings allows selection of the Source Entity and aggregation function. If Show Changed Records is enabled (this feature works in a similar way to the functionality in List Views), the aggregation will be applied only to records changed within a specific period.

Conditional Formatting can be used to set different colours for the Tile based on the aggregated value. This is the same option that can be enabled in report columns.

The Filter tab gives access to standard filter options based on the selected Source Entity including supporting related entities and lookups.

NOTE: the filter resets if the Source Entity is changed

The Insights component is a list of Tiles ⤵

You can add multiple Tiles - there is no limitation - and each Tile can have its own Settings, Filter options, Conditional formatting, etc. Each Tile can also have a different default background color though Conditional formatting will override the default color if set. Tiles can be reordered in the list manually by drag&drop.

This component is the same as that already available in Dashboards ⤵

The Opportunities Trend component allows you to show the trend of Opportunity Values ⤵

You can select which value/line to see; define the target period and frequency and choose whether or not to see the Target line (the Target must be set in the Target Tab). Filter options are standard Standard Custom Opportunity Filter choices

The Quick Links is a simple component which displays a list of web URLs that the user can access directly from the Navigator.

Settings allows you to add the URL name and link (which opens in a new tab when accessed) ⤵

The Target component shows aggregated data (based on the selected field and function) for any entity, field, or use case. You can select the Chart Type you wish to use from: Target, Gauge, Radial and Progress Bar ⤵

Settings, Filter and Target work the same way as in Tile components.

NOTE: additional chart types will be added in future releases

The Agenda component can be used to display upcoming Appointments, Opportunities’ Close Dates, Opportunity Fitness and/or Tasks for a selected time period ⤵

Filter options are based on Owner and/or Sales Units.

The Grid component displays a List View of the selected data ⤵

You'll need to choose:

The Filter tab allows the user to filter the records to be displayed in the grid.

In the Grid itself, there is a Search bar and a Show All link which opens a drill-down with all the grid’s records

The KPI chart component summarizes the selected KPI values from the specific period and compares the results with the different/previous period. It also displays a small chart that indicates progress/changes during the period (running sum/sum) ⤵

You'll need to choose:

Note: the chart will show the line as a Running Sum for indicators like Create, qualified, and amount. For indicators like average opportunity size, the line is shown as Sum per group

Filter tab options vary depending on whether the user is using a Custom KPI which allows access to the usual filter for the selected Source entity or, if using a standard KPI indicator, it’s the KPI filter as we are using in Insights -> Indicators -> Filter -> Custom.

Target - it’s the standard target setting as for other components

The KPI list is a list of selected KPIs selected by clicking on the Add button ⤵

The display includes:

From the View Tab, in the List of KPIs, each item can have:

Once you've added all the components to your layout click on Save Layout to apply the changes ⤵

Once you've saved a layout you can update the current profile by opening the Power Panel and clicking on "Save" or you can create a new Navigator profile by selecting "Copy" from the small cog icon and then giving your new profile a name ⤵

You can also rename your current profile.

You can import a dashboard as a new navigator layout or the navigator as a dashboard

You can choose to create a “New profile from Dashboard” when creating a new Navigator profile ⤵

You will then be able to choose from Visible Dashboards where

Selecting a Dashboard will enable bi-directional sync between the new Navigator profile and the original Dashboard. Sync can be turned off at any time. If sync is then turned on again, it will replace the data on the “other side”, and you must confirm this action ⤵

You can choose to create a “Dashboard from Navigator” ⤵

When using this option,you can select from any Navigator profile that you are the owner of and where sync is OFF. Selecting a Navigator profile for the new dashboard will enable the bi-directional sync between these two entities

Important: Sync can be turned ON on any navigator or dashboard without the need to be added from one side or another - this action will automatically create a new navigator profile or dashboard. (A Dashboard created this way will be found in the root folder)

You will see a message about sync being enabled and then a second confirmation when clicking the “Sync” button ⤵