Contextual

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Buttons

Actionable Insights is already integrating seamlessly with Dashboards, Charts, Customer Insights and Sales Insights. You have already seen the benefits of Sales Insights and Customer Insights, so now we will look at how you can quickly benefit from Actionable Insights in Dashboards and Charts.

How

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To

Let’s take SI Waterfall as our example dashboard. Now when the dashboard loads there is a button in the right corner that will allow you to create contextual actions right from the dashboard. When you do this, the dashboard is essentially added into the action as a contextual object for that particular action.

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