Widgets
TradeSocio NewUX - Broker Admin manual
Dashboard widgets are components of an interface that provide admin users with a quick access to platform functionality. It also allows to review the current performance of clients, funds and internal operations.
Widgets can be enabled, disabled, resized and rearranged according to the needs of the user. This allows to create personalized working space with the most relevant and used services.
Total Leads and Clients
Total Leads and Clients widget chart shows the actual number of clients and leads on the platform. It also calculates the exact client and lead distribution expressed in percentage.
Top Performing Funds
Top Performing Funds widget shows the 5 currently top performing Strategies or SMA funds of the platform sorted by top return parameter.
Widget consists of the navigational toolbar and the table of contents.
Navigational toolbar in the top right corner of the widget performs a number of actions:
Switch between Strategies and SMA top performing funds reports using drop-down menu
View all - redirect to Strategies or SMA Funds Management page
Size to fit - resize columns to fit the current width of the widget
Auto-Size All - resize columns for the optimal view of the data displayed
You can also perform a number of quick actions from action drop-down menu in the table of contents:
Account settings - access and manage fund settings page
Active allocations - access allocation report of the fund
Open Tickets
Open tickets report shows all recently added tickets arranged by the post date.
Ticket is an internal task or reminder regarding particular action or information. Ticket is always assigned to admin level access user (assignee) and related to particular investor level access user (customer).
Widget consists of the navigational toolbar and the table of contents.
Navigational toolbar in the top right corner of the widget performs a number of actions:
+ Add - add and assign new ticket
View all - redirect to Customers - Tickets report
Size to fit - resize columns to fit the current width of the widget
Auto-Size All - resize columns for the optimal view of the data displayed
You can also perform a number of quick actions from action drop-down menu in the table of contents:‌
Edit - edit ticket
Delete - delete ticket
Change Assignee - assign ticket to different user
View Info - open detailed ticket information page and comment progress timeline
View comment - open quick view of the comment progress timeline of the ticket
Add comment - add a new comment in progress timeline of the ticket.
Change status - change status of the ticket (Open, On hold, In Progress)
Operations Management
Operations management widget is the visual graph showing all admin users currently working on the tickets.
On the mouse-over graph shows how many tickets of every status (Open, In Progress, Completed) are assigned to each particular user.
Leads/Clients Statistics
Leads/Clients Statistics widget is the visual graph showing the distribution of new lead and client creation during the past 9 months.
On the mouse-over graph shows how many clients and leads were created in the particular month.
Messages
Messages widget is the quick view of the 5 latest messages in your internal inbox.
You can perform following actions from the widget:
View All - redirect to the messages Inbox
Click on the message to open it in the inbox
Recently Added Leads
Recently added leads widget shows the latest 5 added leads, their emails, owners, date of creation and current statuses.
Widget consists of the navigational toolbar and the table of contents.
Navigational toolbar in the top right corner of the widget performs a number of actions:
View all - redirect to Customers - Leads full report
Size to fit - resize columns to fit the current width of the widget
Auto-Size All - resize columns for the optimal view of the data displayed
You can also perform a number of quick actions from action drop-down menu in the table of contents:‌
View CRM - redirect to user CRM page
Assign Lead owner- assign lead to the admin level user for further handling (as an account manager, for related tasks or similar actions)
Add comment - add a new comment to CRM page Comments section
Change password - manually change, input and save new password for the user profile
Reset password - send a password reset email to the user's associated email address
Block user - block the user to restrict their access to the platform
Send Message - send an internal message to the user
Recently Added Clients
Recently added clients widget shows the latest 5 added clients, their emails, owners, date of registration and current statuses.
Widget consists of the navigational toolbar and the table of contents.
Navigational toolbar in the top right corner of the widget performs a number of actions:
View all - redirect to Customers - Clients full report
Size to fit - resize columns to fit the current width of the widget
Auto-Size All - resize columns for the optimal view of the data displayed
You can also perform a number of quick actions from action drop-down menu in the table of contents:‌
View CRM - redirect to user CRM page
Assign Client owner- assign lead to the admin level user for further handling (as an account manager, for related tasks or similar actions)
Add comment - add a new comment to CRM page Comments section
Resend verification SMS - resend sms to confirm the user mobile phone number
Change password - manually change, input and save new password for the user profile
Reset password - send a password reset email to the user's associated email address
Block user - block the user to restrict their access to the platform
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