PowerStandings for PowerDialer: Personal Widget
How to install and customize the Personal Widget sidebar for PowerStandings
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Stay Focused
The Personal Widget helps keep reps focused on important activities while showing them how they rank among their PowerStandings Teams.
Add the PowerStandings Widget to Your Sidebar
In order to see the widget, it needs to be added on your Home Page Layout. After it is added there, you can add it to all of your Salesforce pages.
- In Salesforce, go to Setup , then Customize
- Navigate to the ‘Home’ object, then ‘Home Page Layouts’
- Click ‘Edit’ next to the Home Page layout assigned to Sales Reps licensed to use PowerDialer
- Check the box next to ‘PowerStandings Sidebar’.
Note: DO NOT check the ‘PowerStandings’ checkbox
- Click ‘Next’
- Move the PowerStandings Sidebar widget up or down in the list of components. (It is recommended to raise it as high as possible so that it is easily seen by Sales Reps.)
- Click “Save”
Adding the Widget to All Pages
After you have followed the instructions above to add the PowerStandings Sidebar to the Home Page Layout, you will need to make the widget appear on other pages in Salesforce.
- Navigate to the “User Interface” section of setup in Salesforce
- Check the “Show Custom Sidebar Components on All Pages” checkbox
- Click “Save”
Using the Widget
After the widget has been enabled, simply add a user to a PowerStandings Team to have the widget populate in their Salesforce sidebar.
With the widget, users can:
- Access their PowerStandings Profile
- Issue a Throwdown
- Quickly see how they rank compared to other members of their teams in important KPIs
- See the status of any active Challenges.
Customizing the Widget
Admins and Managers can change which KPIs appear on the widget and the time frame of reporting for those KPIs. All of this is done in the ‘Manage PowerStandings Teams’ page on the InsideSales tab.