Dashboards
By Robert Brooks, Founder & CEO, MVP.dev
Various members of the Bubble ecosystem contributed these use case-oriented database guides. There's always more than one way to do something in Bubble, but the advice here can help you get started if you're new to Bubble!
In this guide, we will be creating a dashboard for a sales team inside a learning management platform. The dashboard will be in the Customer Relationship Management (CRM) platform that was built in Bubble.io. This is a central place where sales reps can see their performance and manage their sales activities. The dashboard has different charts and graphs that give insights into the sales process and help reps stay on track with their goals for the day.
Bubble is a great platform for quick dashboard generation. With a good selection of charting plugins, you can easily have your own dashboard stood up for your platform in no time at all.
Data types recommended
The CRM stores common sales data, such as Users, Contacts, Deals, Sales Made, and Chart Data
Users
The users data type stores information about the users of the system – in this case, sales reps, but could include others such as sales managers, SDRS, etc.
Suggested fields on this type
Email - text
First Name - text
Last Name – text
Role – Roles: Option set that defines the access level the user has to the CRM; privacy rules on many data types will be influenced by this
Manager – User: This sales reps manager
And any other fields that might be relevant for platform users
Privacy rules for this data type
Each user can view all fields for their own data relevant to their own profile, as well as find in searches, and view attached files
Users with the Manager role can:
View all fields except the following:
Slug
Created Date
Modified Date
Find this in searches
View attached files
Users with the Admin role can view all fields for all users, as well as find in searches, and view attached files
Contacts
A CRM contact is a customer or potential customer who is associated with a CRM account. CRM contacts typically have detailed information such as name, contact information, and account history.
Suggested fields on this type
Contact Type – Contact Types: Option set that defines the type of contact this record represents
First Name - text
Last Name – text
Company - text
Phone Number – number
Email - text
Title – text
Address - geographic address
Owner - Users: Determines which sales rep owns the record
Notes - text
Privacy rules for this data type
Users with the Sales Rep and Sales Manager roles can:
View all fields for their own data or direct reports data except the following:
Created Date
Modified Date
Find this in searches
View attached files
Deals
A CRM deal is a type of customer relationship management software that helps businesses manage their customer data. It can be used to track customer interactions, sales, and marketing campaigns. CRM deals can be found online or through software providers.
Suggested fields on this type
Contact – Contacts: contact record for this deal
Name - text
Description – text
Amount – number
Stage – Stages
Date - date
Privacy rules for this data type
Users with the Sales Rep and Sales Manager roles can:
View all fields for their own data or direct reports data except the following:
Created Date
Modified Date
Find this in searches
View attached files
Sales Made
A completed transaction in the CRM platform that resulted from a deal
Suggested fields on this type
Deal – Deals: Deal that generated the sale
Amount – number
Date - date
Privacy rules for this data type
Users with the Sales Rep and Sales Manager roles can:
View all fields for their own data or direct reports data except the following:
Created Date
Modified Date
Find this in searches
View attached files
Chart Data
Data to be displayed in the charts on the dashboard. This is usually aggregated data of some sort; sales per month, lost deals this quarter, etc. We store this aggregated data in its own data type so that it’s easier to retrieve this for a chart, instead of having to do the aggregations and calculations when setting up the individual charts.
Suggested fields on this type
Chart Information – Chart Information: An option set showing the type of data represented by this record
Number – number
Date – date
User – Users: the user this data represents.
Privacy rules for this data type
Users with the Sales Rep and Sales Manager roles can:
View all fields except the following:
Created Date
Modified Date
Find this in searches
View attached files
Option sets recommended
Roles
Sales Rep
Sales Manager
Administrator
Sets the access level the user has to the platform
Contact Types
Lead
Client
Partner
Other
Determines the type of contact the records applies to.
Stages
New
Proposal
Won
Lost
Determines the stage the deal is currently in.
Chart Information
Sales
Leads
Proposals
Won
Lost
Determines the stage the deal is currently in.
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