User Interface

Overview

This documentation covers the basics of Sugar Predict user interface

Home Dashboard

When you log in to Sugar Predict, the first thing you’ll see is your home dashboard. At the top, you can review all your interactions scheduled for the day, get insights on your next interaction, and track your year-to-date sales performance compared to last year.

Further down, Your Dashboards section lets you drill into your sales performance, monitor progress toward your targets, and add Inquiries and Insight reports to customize your dashboard to your needs.

The Recommendations section displays AI-generated opportunties based on your sales data. Our advanced AI and machine learning models analyze your account sales data to identify products they are likely to buy. Refer to the Recommendations guide for more information on working with recommendations in Sugar Predict.

From the navigation bar, located on the left side of your screen, you can access Sugar Predict modules. The modules you see may vary based on your permissions.

From the top toolbar you can search for records, view your notifications, and access your display and user settings.

Icon	Name	Description
	Logo	Returns you to your home dashboard
	Open	Click the Open button to expand the navigation bar and view the names of all available modules
	Inquiries	Opens a dropdown to navigate to a specific Inquiry type
	Insights	Opens a dropdown to navigate to a specific set of Insight reports
	Alerts	Opens the Alert Builder
	CRM	Opens a dropdown to navigate to a specific record list view
	Notifications	Opens the notifications panel
	Display Settings	Opens a dropdown to toggle profit value visibility and adjust display language and currency
	User/System Settings	Opens a dropdown to access user and system settings and log out of Sugar Predict

Display Settings

From the display settings you can configure the following options:

Account mode: Use the Account mode setting to toggle between "Profit visible" and "Profit hidden". When "Profit hidden" is selected all profit values will be hidden across Sugar Predict.
Language: Use the Language setting to adjust the display language of Sugar Predict. The languages available are set by your administrator.
Currency: Use the Currency setting to adjust the display currency of Sugar Predict. The currencies available are set by your administrator.

List View

The Account, Prospect, and Opportunity list and grid views allow you to search and manage your records.

Filtering Records

Some list and grid views can be filtered by most analysis, standard, and custom fields. Follow these steps to filter a list or grid view:

From the navigation bar, select "CRM" and then select either "Accounts", "Prospects", or "Opportunities".
From the record list or grid view, click the filter icon.
Select a field, operator, and value to define the filter.
Click "Apply" to apply the filter.
To add an additional filter connected by "AND" logic, click "Filter X +"
To edit or delete applied filters, click the filter icon and then select either "Edit" or "Delete".

Sharing Filters

Once you have created a filter you can share it with other users in your instance. Follow these steps to share a filter you have created:

From the navigation bar, select "CRM" and then select either "Accounts", "Prospects", or "Opportunities".
From the record list or grid view, select the filter you want to share.
Click the share icon.
Use the Preset field to confirm the filter you are sharing or change it to another saved filter.
Use the Users field to select which users you want to share the filter with.
Click the Share button to share the filter.

Managing Filters

You can save and load search, filter, and column configurations as presets for the Account, Prospect, and Opportunities list views. Follow these steps to create and manage configuration presets:

From the navigation bar, select "CRM" and then select either "Accounts", "Prospects", or "Opportunities".
Apply your search, filters, and column configurations as needed.
Click "Save" at the top of the list.
Name the preset and click the Save button.
To load a saved preset from a list view, select the preset from the Load preset dropdown field at the top of the list.
To clear a selected preset click "Clear preset" at the top of the list.
To delete a selected preset click "Delete preset" at the top of the list.

Managing Columns

You can add columns to a record list view to display additional information. Added columns will also appear as additional fields in the record card of the grid view. Follow these steps to add additional columns to a list view:

From the navigation bar, select "CRM" and then select either "Accounts", "Prospects", or "Opportunities".
From the record list view, click the + icon in the Name column.
In the dropdown, search and select the checkbox next to the fields you want to add as additional columns.
Click outside of the dropdown to add the columns to your list view.
To remove a column, click the x icon at the top left of the column.

Exporting Your List View

You can export Account, Opportunity, and Prospect list view as a CSV or XLSX file. Any filters applied will be applied to the export. To export a list view:

From the navigation bar, select "CRM" and then select either "Accounts", "Prospects", or "Opportunities".
Click the Export button.
Use the Export as field to select the file type.
Click the Export button.