Ajouter et configurer le widget KPI de vente au détail

  • Rversion finale: Yokohama
  • Mis à jour 30 janv. 2025
  • 2 minutes de lecture

    • Affichez les données du rapport au format carte sur votre portail. Vous pouvez afficher les données du rapport en ajoutant et en configurant le widget KPI de vente au détail.

    Avant de commencer

    Le module d’extension Retail Core [com.sn_retail_core] doit être activé. Pour plus d’informations, consultez Activer Retail Core.

    La page à laquelle vous souhaitez ajouter le widget doit exister. Pour plus d’informations, voir Créer une page pour les widgets du portail configurable.

    Rôle requis : admin

    Procédure

    1. Accédez à la Tout > Portail de services > Configuration du Portail de services.
    2. Sélectionnez Designer.
    3. Sur la page Concepteur de portail de services, sélectionnez une page de portail de vente au détail.
    4. Sélectionnez l’onglet Widgets .
    5. Dans la section Mises en page, faites glisser la mise en page Conteneur sur la page de modification du portail.
    6. Dans le conteneur, ajoutez un ensemble de colonnes en sélectionnant le bouton plus.
    7. Dans le volet Widgets, dans le champ Widget de filtre , saisissez KPI de vente au détail.
    8. Faites glisser le widget vers le conteneur.
    9. Dans la page Modifier, sélectionnez le widget Liste des données du portail.
    10. Sélectionnez l’icône Crayon ().
    11. Sur la page des options d’instance, dans le champ Données , collez le code JSON suivant pour configurer les listes. 
      [ 
    { 
        "title": "KPIs for area manager and regional manager", 
        "relatedPartyTypes": ["0598ebfd105a0e90f877992571046f22", "02a86f3510da0e90f877992571046f2e"], 
        "reports": [ 
            { 
                "report_id": "7e80564b43561210ae0a620465b8f2fc", 
                "link": "/rsp?id=rsp_cases&category=escalated%20cases" 
            }, 
            { 
                "report_id": "8ec2120f43561210ae0a620465b8f253", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=open%20p1%20cases" 
            }, 
            { 
                "report_id": "e68538d743961210ae0a620465b8f2f2", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=sla%20breached%20cases" 
            } 
        ], 
        "order": 10 
    }, 
    { 
        "title": "KPIs for store manager fulfiller", 
        "relatedPartyTypes": ["4c78677510de0e90f877992571046f17"], 
        "reports": [ 
            { 
                "report_id": "8ec2120f43561210ae0a620465b8f253", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=open%20p1%20cases" 
            }, 
            { 
                "report_id": "f827385b43961210ae0a620465b8f2fe", 
                "link": "/rsp?id=rsp_cases&category=cases&sub_category=unassigned" 
            }, 
            { 
                "report_id": "b297b45b43961210ae0a620465b8f272", 
                "link": "/rsp?id=rsp_cases&category=cases&sub_category=my%20assigned%20cases" 
            }, 
            { 
                "report_id": "e68538d743961210ae0a620465b8f2f2", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=sla%20breached%20cases" 
            } 
        ], 
        "order": 20 
    }, 
    { 
        "title": "KPIs for store manager contributor", 
        "relatedPartyTypes": ["36b4c8297701121080b68b457d5a9994"], 
        "reports": [ 
            { 
                "report_id": "8ec2120f43561210ae0a620465b8f253", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=open%20p1%20cases" 
            }, 
            { 
                "report_id": "85f7389b43961210ae0a620465b8f247", 
                "link": "/rsp?id=rsp_cases&category=cases&sub_category=requested%20by%20me" 
            }, 
            { 
                "report_id": "f827385b43961210ae0a620465b8f2fe", 
                "link": "/rsp?id=rsp_cases&category=cases&sub_category=unassigned" 
            }, 
            { 
                "report_id": "e68538d743961210ae0a620465b8f2f2", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=sla%20breached%20cases" 
            } 
        ], 
        "order": 30 
    }, 
    { 
        "title": "KPIs for store associate fulfiller", 
        "relatedPartyTypes": ["df267ece38f30210f8779c150ba3e504"], 
        "reports": [ 
            { 
                "report_id": "b297b45b43961210ae0a620465b8f272", 
                "link": "/rsp?id=rsp_cases&category=cases&sub_category=my%20assigned%20cases" 
            }, 
            { 
                "report_id": "f827385b43961210ae0a620465b8f2fe", 
                "link": "/rsp?id=rsp_cases&category=cases&sub_category=unassigned" 
            }, 
            { 
                "report_id": "8ec2120f43561210ae0a620465b8f253", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=open%20p1%20cases" 
            } 
        ], 
        "order": 40 
    }, 
    { 
        "title": "KPIs for store associate contributor", 
        "relatedPartyTypes": ["8d046b7d105a0e90f877992571046f3b"], 
        "reports": [ 
            { 
                "report_id": "85f7389b43961210ae0a620465b8f247", 
                "link": "/rsp?id=rsp_cases&category=cases&sub_category=requested%20by%20me" 
            }, 
            { 
                "report_id": "ed3cfc9343d61210ae0a620465b8f294", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=awaiting%20info%20cases" 
            }, 
            { 
                "report_id": "8ec2120f43561210ae0a620465b8f253", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=open%20p1%20cases" 
            } 
        ], 
        "order": 50 
    }, 
    { 
        "title": "KPIs for all users", 
        "reports": [ 
            { 
                "report_id": "8ec2120f43561210ae0a620465b8f253", 
                "link": "/rsp?id=rsp_cases&category=action%20needed&sub_category=open%20p1%20cases" 
            }, 
            { 
                "report_id": "b297b45b43961210ae0a620465b8f272", 
                "link": "/rsp?id=rsp_cases&category=cases&sub_category=my%20assigned%20cases" 
            }, 
            { 
                "report_id": "85f7389b43961210ae0a620465b8f247", 
                "link": "/rsp?id=rsp_cases&category=cases&sub_category=requested%20by%20me" 
            }, 
            { 
                "report_id": "7e80564b43561210ae0a620465b8f2fc", 
                "link": "/rsp?id=rsp_cases&category=escalated%20cases" 
            } 
        ], 
        "order": 60 
    } 
]
      Remarque :

      Pour plus d'informations, consultez Paramètres JSON des KPI de vente au détail.

      Examinez sys_report enregistrements de table pour valider les configurations utilisées avec le widget KPI de vente au détail.

    12. Renseignez les champs du formulaire Instance.
    13. Sélectionnez Enregistrer.