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New Idea

Extend "Assign a Section" Functionality to Widgets and Reports in C360 Layout

Related products:CS C360 & R360 & P360
jean.nairon
steve_davis
alex_legay
  • jean.nairon
    jean.nairon
  • steve_davis
    steve_davis
  • alex_legay
    alex_legay

spencer_engel

One of the really cool things about the C360 redesign is that you can “Assign a Section” for Field Widgets. For example, I could have this “Days to Next Renewal” field take end users to our “Opportunities” C360 section with a simple click of a button.

 

You can choose any C360 section. I’m just using Opportunities as an example.

I would like to see this same functionality applied to report widgets. To expand on my above example, on the C360 Summary, I could source the Opportunity section and build a “Count of Open Opportunities” widget. Then direct end users to the Opportunities section just like in the example above.

 

I realize there might be two obvious counterpoints:

  1. Just configure the drilldown for that widget - it accomplishes the same thing - That’s not fully true. Drilldowns don’t allow summing of information (e.g. ARR), nor does it have built-in links to each individual SFDC record like the report builder allows. 
  2. Add an “Open Opportunities” number field to your Company object - This would technically solve what I’m asking for, but I’m trying to get out of the business of extra fields on the Company object because it inevitably leads to bloated processing times, tech debt, and overhead.

Thanks for considering.

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