{"id":3330,"date":"2024-07-05T15:31:33","date_gmt":"2024-07-05T13:31:33","guid":{"rendered":"https:\/\/cleverdesk.nl\/support\/?page_id=3330"},"modified":"2024-07-05T15:31:34","modified_gmt":"2024-07-05T13:31:34","slug":"hoe-maak-ik-een-dashboard-component-voor-de-meest-recente-offertes","status":"publish","type":"page","link":"https:\/\/cleverdesk.nl\/support\/datasets\/hoe-maak-ik-een-dashboard-component-voor-de-meest-recente-offertes\/","title":{"rendered":"Hoe maak ik een dashboard component voor de meest recente offertes?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Wil je meer weten over het gebruik van datasets? Lees dan eerst het&nbsp;<a href=\"https:\/\/cleverdesk.nl\/support\/?page_id=3253&amp;preview=true\">algemene artikel<\/a>&nbsp;over deze module binnen Cleverdesk.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Om een dashboard component te maken voor de meest recente offertes doorloop je eerst de algemene gegevens van de dataset. Gebruik hiervoor de volgende gegevens:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wil je meer weten over het gebruik van datasets? Lees dan eerst het&nbsp;<a href=\"https:\/\/cleverdesk.nl\/support\/?page_id=3253&amp;preview=true\">algemene artikel<\/a>&nbsp;over deze module binnen Cleverdesk.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Om een dataset te maken voor het aantal verkoopkansen per kwartaal doorloop je eerst de algemene gegevens van de dataset. Gebruik hiervoor de volgende gegevens:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"420\" height=\"422\" src=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-6.png\" alt=\"\" class=\"wp-image-3338\" srcset=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-6.png 420w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-6-300x300.png 300w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-6-150x150.png 150w\" sizes=\"auto, (max-width: 420px) 100vw, 420px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Objecten<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Je gaat eerst aan de slag met het selecteren van de juiste objecten. Voor een zo compleet mogelijk rapport adviseren wij de volgende objecten te selecteren:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"242\" src=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-7-1024x242.png\" alt=\"\" class=\"wp-image-3340\" srcset=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-7-1024x242.png 1024w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-7-300x71.png 300w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-7-768x181.png 768w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-7.png 1046w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Velden<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Deze dataset bestaat uit zowel standaard- als custom velden. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>offerte.Nummer<\/li>\n\n\n\n<li>offerte.Omschrijving<\/li>\n\n\n\n<li>offerte.Aanmaakdatum<\/li>\n\n\n\n<li>offerte.Geldheidsdatum<\/li>\n\n\n\n<li>Custom: datediff(current_date(), offerte.GeldigheidsDatum)<\/li>\n\n\n\n<li>offerte.Bedrag<\/li>\n\n\n\n<li>Custom: (CASE WHEN offerte.Verzonden = False THEN &#8216;Nee&#8217; ELSE &#8216;Ja&#8217; END)<\/li>\n\n\n\n<li>Custom: (CASE WHEN offerte.GoedgekeurdAfgekeurdDatum IS NULL OR offerte.GoedgekeurdAfgekeurdDatum = &#8221; THEN &#8216;Nee&#8217; ELSE &#8216;Ja&#8217; END)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"330\" src=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-8-1024x330.png\" alt=\"\" class=\"wp-image-3341\" srcset=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-8-1024x330.png 1024w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-8-300x97.png 300w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-8-768x248.png 768w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-8.png 1228w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Filters<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Onderstaande filter zorgt ervoor dat alle offertes worden getoond met een aflopende geldigheidsdatum tussen vandaag en \u00e9\u00e9n maand.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Veld &#8211; offerte.Geldigheidsdatum &#8211; Less than or equal &#8211; Statisch &#8211;  addMonths(current_date(), 1)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Voorbeeld<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"150\" src=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-9-1024x150.png\" alt=\"\" class=\"wp-image-3344\" srcset=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-9-1024x150.png 1024w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-9-300x44.png 300w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-9-768x112.png 768w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-9-1536x225.png 1536w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/07\/image-9.png 1605w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Wil jij hulp bij de samenstelling van jouw dataset? Neem dan contact met ons op via\u00a0<a href=\"mailto:projectbureau@idee101.nl\">projectbureau@idee101.nl<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wil je meer weten over het gebruik van datasets? Lees dan eerst het&nbsp;algemene artikel&nbsp;over deze module binnen Cleverdesk. Om een dashboard component te maken voor de meest recente offertes doorloop je eerst de algemene gegevens van de dataset. Gebruik hiervoor de volgende gegevens: Wil je meer weten over het gebruik van datasets? Lees dan eerst &hellip; <a href=\"https:\/\/cleverdesk.nl\/support\/datasets\/hoe-maak-ik-een-dashboard-component-voor-de-meest-recente-offertes\/\" class=\"more-link\">Verder lezen <span class=\"screen-reader-text\">Hoe maak ik een dashboard component voor de meest recente offertes?<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"parent":3251,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/topic.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3330","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages\/3330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/comments?post=3330"}],"version-history":[{"count":4,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages\/3330\/revisions"}],"predecessor-version":[{"id":3345,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages\/3330\/revisions\/3345"}],"up":[{"embeddable":true,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages\/3251"}],"wp:attachment":[{"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/media?parent=3330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}