### Build a Sales Performance Dashboard

Source: https://context7.com/horilla/horilla-docs/llms.txt

This example demonstrates how to create a custom dashboard for tracking sales performance, including adding KPI widgets and bar charts with specific filters and groupings.

```shell
# Example: Build a Sales Performance Dashboard

# 1. Create a Dashboard
Navigate to: Analytics → Dashboards → + Dashboard
  Name: "Q3 Sales Performance"
  Description: "Pipeline and revenue tracking for Q3 2024"
  Owner: Alice Johnson (Read/Write)
  Folder: Sales Dashboards
  Set as Default Home Page: ✓
→ Save

# 2. Add KPI Widget — Total Opportunities
Navigate to: Dashboard → + Add Component
  Component Name: "Total Active Opportunities"
  Module: Opportunities
  Component Type: KPI
  Metric Field: Count
  Filters: Stage ≠ "Closed Won" AND Stage ≠ "Closed Lost"
  KPI Icon: [upload opportunities icon]
→ Preview → Add to Dashboard
# Shows: 42 (live count updates in real-time)

# 3. Add Bar Chart — Revenue by Stage
+ Add Component
  Component Name: "Pipeline Revenue by Stage"
  Module: Opportunities
  Component Type: Chart → Bar Chart
  Metric Field: Sum of Amount
  Grouping Field (X-Axis): Stage
  Secondary Grouping: Owner (stacked by sales rep)
  Filters: Close Date >= 2024-07-01 AND Close Date <= 2024-09-30
→ Preview → Add to Dashboard
# Shows stacked bar chart: Proposal=$120k, Negotiation=$85k, etc.
```

--------------------------------

### Opportunity Management Example

Source: https://context7.com/horilla/horilla-docs/llms.txt

Illustrates creating an opportunity, managing it through a Kanban pipeline view, and enriching the opportunity detail view with related contacts, teams, notes, and activities.

```text
# Example: Manage an Opportunity Through the Sales Pipeline

# 1. Create Opportunity (from converted lead or manually)
Navigate to: Sales → Opportunities → New (Multi-Step Form)
  Step 1 — Opportunity Info:
    Owner: Alice Johnson
    Name: "ACME HRMS Deal"
    Account: ACME Corporation
    Amount: 50000
    Expected Close Date: 2024-10-31
    Stage: Proposal Sent
  Step 2 — Additional Info:
    Probability: 60%
    Lead Source: LinkedIn
    Campaign: Q3 Enterprise Outreach
  Step 3 — Description: "500-employee HRMS implementation, annual contract"
→ Save

# 2. Kanban Pipeline View
Navigate to: Sales → Opportunities → Kanban view
  Columns: [Qualified → Proposal Sent → Negotiation → Closed]
  Drag "ACME HRMS Deal" from "Proposal Sent" → "Negotiation"
  Card shows: Name, Amount ($50k), Owner, Account

# 3. Opportunity Detail View — add related data
Click "ACME HRMS Deal" →
  Contacts (with roles):
    Michael Torres — Role: Decision Maker
    Lisa Park — Role: Technical Evaluator
  Opportunity Team:
    Alice Johnson (Owner, Read/Write)
    Bob Smith (Support, Read-Only)
  Notes: "Client requested security audit report by Oct 1"
  Attachments: [proposal_v2.pdf, pricing_sheet.xlsx]
  Activities: [Schedule demo call, Follow up on proposal]
```

--------------------------------

### Asset Lifecycle Management

Source: https://context7.com/horilla/horilla-docs/llms.txt

Examples demonstrating the creation, allocation, and return tracking of company assets within the Asset Management module.

```text
# Example: Asset Lifecycle — Create, Allocate, and Return

```

--------------------------------

### Lead Capture, Scoring, and Conversion Example

Source: https://context7.com/horilla/horilla-docs/llms.txt

Demonstrates setting up Web-to-Lead and Mail-to-Lead for automatic lead capture, manual lead creation, defining lead scoring rules, and converting leads into accounts, contacts, and opportunities.

```text
# Example: Lead Capture, Scoring, and Conversion

# 1. Web-to-Lead Setup (capture leads from your website)
Navigate to: Settings → Web to Lead
  Form Name: "Request a Demo"
  Fields: First Name, Last Name, Email, Phone, Company Name
  After Submission: Return URL → "https://yoursite.com/thank-you"
  Language: English
  Lead Owner: Alice Johnson (Sales Rep)
  Header Color: #2563eb
→ Generate → public URL: https://yourcompany.horilla.com/leads/capture/7/
→ Embed on website:
  <iframe src="https://yourcompany.horilla.com/leads/capture/7/"
          width="600" height="400"></iframe>
# When visitor submits: Lead created automatically,
#   Source = Website, Stage = first active stage, Owner = Alice Johnson

# 2. Mail-to-Lead Setup (auto-create leads from email)
Navigate to: Settings → Lead → Mail to Lead → Add New
  Incoming Mail: sales@yourcompany.com (configured IMAP)
  Lead Owner: Alice Johnson
  Accept Emails From: @enterprise-client.com (optional domain filter)
  Keywords: ["demo request", "pricing", "interested in"]
→ Save → system monitors mailbox; any matching email creates a lead

# 3. Manual Lead Creation
Navigate to: Sales → Leads → New (Multi-Step Form)
  Step 1 — Basic Info:
    Lead Owner: Alice Johnson
    Name: Michael Torres
    Email: m.torres@acme.com
    Lead Source: LinkedIn
    Industry: Technology
  Step 2 — Company Details:
    Title: VP of Engineering
    Phone: +1-415-555-0198
    Lead Currency: USD
  Step 3 — Location: San Francisco, CA, USA
  Step 4 — Requirements: "Looking for HRMS for 500-employee org, budget $50k/yr"
→ Save

# 4. Lead Scoring Rule
Navigate to: Settings → Base → Scoring Rules → New
  Rule Name: "Enterprise Lead Score"
  Module: Lead
  Is Active: ✓
  → Save → Add Criteria:
    Criteria 1: Industry = Technology → Add 20 points
    Criteria 2: Company Size (field) > 200 → Add 30 points
    Criteria 3: Lead Source = LinkedIn → Add 10 points
    Criteria 4: Email domain = @gmail.com → Subtract 15 points
# Michael Torres: Technology(+20) + VP title(implied quality) = scored automatically

# 5. Convert Lead to Account + Contact + Opportunity
Navigate to: Sales → Leads → click Michael Torres → Lead Detail View
  → Click final stage in progress bar → Conversion Form:
    ✓ Account: ACME Corporation
    ✓ Contact: Michael Torres
    ✓ Opportunity: ACME HRMS Deal — $50,000
→ Convert → Three records created and linked automatically
```

--------------------------------

### Configure a Lead Nurturing Cadence

Source: https://context7.com/horilla/horilla-docs/llms.txt

This example outlines the steps to set up an automated multi-step follow-up workflow for new leads based on specific conditions and outcomes of previous stages.

```shell
# Example: Configure a Lead Nurturing Cadence

# 1. Create Cadence
Navigate to: Settings → Automation Settings → Cadences → New
  Name: "New Lead Nurturing"
  Module: Lead
  Description: "5-step follow-up for all new leads"
  Conditions: Lead Source = Website (leads from Web-to-Lead form)
  Is Active: ✓
→ Save

# 2. Add Follow-Up Stages
Click cadence name → Cadence Detail View (kanban layout)

Follow up 1 (Initial):
  + (add follow-up)
  Type: Task
  Do This: Immediately
  Action: "Send intro email and schedule discovery call"

Follow up 2 (after FU1):
  Branch A: After Previous Status Is = Completed
    + (right side)
    Type: Email
    Do This: Day → 1 (1 day after FU1 completed)
    Template: "Demo Invitation Email"

  Branch B: After Previous Status Is = Overdue
    + (below Branch A)
    Type: Call
    Do This: Hour → 4 (4 hours after FU1 overdue)
    Action: "Attempt direct phone call"

Follow up 3 (after FU2 Email):
  After Previous Status Is = Completed
  Type: Task
  Do This: Day → 3
  Action: "Send case study relevant to lead's industry"

# 3. Execution Flow Example
New lead "Michael Torres" created (Source=Website) →
  Cadence evaluates conditions → MATCH →
  FU1 Task created immediately for Alice Johnson:
    "Send intro email and schedule discovery call"

Alice completes FU1 task (status=Completed) →
  FU2 Branch A triggered: Email sent in 1 day
    "Hi Michael, we'd love to show you Horilla in action..."

Email delivered (status=Completed) →
  FU3 Task created in 3 days:
    "Send HRMS case study for Technology industry"

# 4. View Cadence Reports
Navigate to: Cadence Detail View → View Reports
  Task Report: 45 tasks created, 38 completed, 7 overdue
  Call Report: 12 calls logged, 9 connected
  Email Report: 30 sent, 27 delivered, 18 opened, 8 clicked

# 5. Check cadence progress on a record
Navigate to: Lead → Michael Torres → Cadences tab
  Shows: Current stage, follow-up history, next scheduled action
```

--------------------------------

### Configure OKRs, 360 Feedback, and Bonus Points

Source: https://context7.com/horilla/horilla-docs/llms.txt

Examples for setting up performance objectives, conducting 360 feedback, and configuring bonus points within the Performance Management System.

```text
# Example: Configure OKRs, 360 Feedback, and Bonus Points

# 1. Generate Objective (HR)
Navigate to: Performance → Objectives → Generate Objectives
  Title: "Improve Customer Response Time"
  Managers: [Engineering Lead]
  Duration: 3 Months
  Key Results:
    - "Reduce average response time to < 2 hours"
    - "Resolve 95% of tickets within SLA"
  Description: Q3 engineering quality initiative
  Add Assignees: ✓ ON
  Assignees: [Sarah Mitchell, David Chen]
  Start Date: 2024-07-01

# 2. Employee Updates Progress
Navigate to: Performance → Objectives → Self Objectives
  Click: "Improve Customer Response Time"
  Key Result: "Reduce average response time to < 2 hours"
    Current Value: 1.8 hours  (target: 2 hours)
    → Input 1.8 → Save → Progress auto-calculated: 110% (exceeded)
  Key Result: "Resolve 95% of tickets within SLA"
    Current Value: 92%  (target: 95%)
    → Input 92 → Progress: 97%
  Overall Objective Progress: ~103%

# 3. Create 360 Feedback
Navigate to: Performance → 360 Feedback → Create
  Title: "Q3 Mid-Cycle Review for Sarah"
  Employee: Sarah Mitchell
  Manager: Alice Johnson
  Subordinates: [Junior Dev 1, Junior Dev 2]
  Colleagues: [David Chen, Mark Williams]
  Period: Q3 2024
  Start Date: 2024-09-01 | End Date: 2024-09-15
  Question Template: "Engineering 360 Template"
    Questions: [Communication (Rating), Technical Skills (Rating),
                Leadership (Boolean), Improvements needed (Text)]
  Is Cyclic Feedback: ✓ ON → Cyclic Period: 3 Months
→ Save → Each mentioned person sees it in "Requested Feedback" tab
        and receives an in-app notification

# 4. Anonymous Feedback
Navigate to: Performance → 360 Feedback → Anonymous Feedback tab → Create
  Based on: Employee
  Subject: Sarah Mitchell
  Feedback: "Would benefit from more documentation practices"
→ Submit → Sarah's manager sees feedback, creator identity is hidden

# 5. Configure Bonus Points
Navigate to: Settings → Performance → Bonus Point Setting → Toggle ON
  Model: Leave Request
  Applicable for: Owner
  Bonus for: Completion
  Field 1: completion_date  |  Field 2: end_date
  Conditions: completion_date <= end_date
  Points: 5
→ Save → Any employee who completes a leave request on time earns 5 pts

# 6. Schedule a Meeting
Navigate to: Performance → Meetings → + Create
  Title: "Q3 Performance Review — Sarah Mitchell"
  Date: 2024-09-20 14:00
  Employees: [Sarah Mitchell]
  Manager: Alice Johnson
  Answerable Employees: [Sarah Mitchell]
  Question Template: "Performance Review Questions"
  Show Response: ✓
→ Save → Add MoM after the meeting by clicking "+"
```

--------------------------------

### Employee Check-In/Check-Out Workflow

Source: https://context7.com/horilla/horilla-docs/llms.txt

Standard procedure for employees to record their work start and end times using the portal.

```text
# 1. Employee Check-In / Check-Out
Navigate to: Attendance → Check-In/Check-Out
  → Click "Check In" (records timestamp)
  → At end of day, click "Check Out"
  → System creates an Attendance record with duration
```

--------------------------------

### Navigate Recruitment Pipeline in Horilla

Source: https://context7.com/horilla/horilla-docs/llms.txt

This example outlines the steps to manage job postings, candidate stages, and hiring flow within the Horilla Recruitment module. It covers creating recruitments, defining pipeline stages, performing candidate actions, and utilizing bulk updates and Kanban view.

```text
# Example: Navigating the Recruitment Pipeline in Horilla

# 1. Create a Recruitment
Navigate to: Recruitment → + Recruitment
Fields to fill:
  - Job Position: "Senior Backend Developer"
  - Vacancies: 2
  - Managers: [HR Manager, Tech Lead]
  - Start Date: 2024-06-01
  - End Date: 2024-07-31
  - Recruitment Survey: "Technical Assessment Template"
  - Skills: ["Python", "Django", "PostgreSQL"]

# 2. Create Pipeline Stages
Navigate to: Recruitment → + Stage
  Stage 1: Title="Application Review", Type=Initial, Stage Managers=[HR Manager]
  Stage 2: Title="Technical Interview", Type=Interview, Stage Managers=[Tech Lead]
  Stage 3: Title="Hired", Type=Hired
  Stage 4: Title="Rejected", Type=Cancelled

# 3. Candidate Actions (per candidate row)
  - ★★★★☆  Rate candidate (1–5 stars)
  - Stage Dropdown → move to "Technical Interview"
  - Interview icon → Schedule interview (date, time, interviewers)
  - Mail icon → Send templated email to candidate
  - Skill Zone icon → Add candidate to a skill zone for future roles
  - Note icon → Add private recruiter note

# 4. Bulk Stage Update
  Select multiple candidates via checkboxes →
  Bulk Stage Update Dropdown → "Hired"
  → Candidates move to Hired stage and enter Onboarding

# 5. Kanban View
  Navigate to: Recruitment → Kanban tab
  Drag and drop candidate cards between stage columns
  Three-dot menu on card: Notes, Send Mail, Schedule Interview
```

--------------------------------

### Create Tasks per Onboarding Stage

Source: https://context7.com/horilla/horilla-docs/llms.txt

Add specific tasks within each onboarding stage, assigning deadlines and responsible individuals. For example, 'Submit ID proof' is a task within the 'Document Submission' stage.

```text
# 2. Create Tasks per Stage
Navigate to: Onboarding → + Task
  Task A: Title="Submit ID proof", Stage="Document Submission"
  Task B: Title="Sign NDA", Stage="Document Submission"
  Task C: Title="Laptop assigned", Stage="IT Setup"
  Task D: Title="Meet the team", Stage="Department Orientation"
```

--------------------------------

### Create Employee and Perform Bulk Update in Horilla

Source: https://context7.com/horilla/horilla-docs/llms.txt

This example demonstrates the process of creating a new employee record and performing bulk updates on employee data within the Horilla Employee Management module. It covers navigating to the creation form and initiating bulk operations.

```text
# Example: Create an Employee and Perform Bulk Update in Horilla

# 1. Create Employee
Navigate to: Employees → + Create

```

--------------------------------

### Send Onboarding Portal to New Hire

Source: https://context7.com/horilla/horilla-docs/llms.txt

Initiate the onboarding process for a new hire by sending them a portal link via email. This allows the new hire to create their account, submit personal details, and provide bank information.

```text
# 3. Send Onboarding Portal to New Hire
Navigate to: Onboarding → Candidate View
  Select candidate: "David Chen" (status: Hired from Recruitment)
  → Click "Send Portal"
  → System emails David: "Welcome! Please create your Horilla account: https://yourcompany.horilla.com/onboarding/portal/abc123/"
```

--------------------------------

### Add Departing Employee to Offboarding

Source: https://context7.com/horilla/horilla-docs/llms.txt

Add an employee to an offboarding process, specifying their notice period start and end dates. The employee will then appear in the designated stage.

```text
# 4. Add Departing Employee
Navigate to: Exit Process → Actions → Add Employee
  Employee: James Cooper
  Stage: Notice Period
  Notice Period Starts: 2024-08-01
  Notice Period Ends: 2024-08-31 (auto-calculated from contract)
→ James appears in Notice Period stage
```

--------------------------------

### Create Employee Contract

Source: https://context7.com/horilla/horilla-docs/llms.txt

Define employee contracts by navigating to Payroll → Contracts. Specify employee details, contract start date, wage type, basic salary, filing status, and department. This sets up the foundation for payroll processing.

```text
# 1. Create Employee Contract
Navigate to: Payroll → Contracts → + Create
  Employee: Sarah Mitchell
  Contract Start Date: 2024-07-01
  Wage Type: Monthly
  Basic Salary: 7083.33  (monthly = $85,000 / 12)
  Filing Status: Single
  Department: Engineering
  Job Position: Backend Developer
→ Save → Contract status: Active
```

--------------------------------

### Create Onboarding Stages

Source: https://context7.com/horilla/horilla-docs/llms.txt

Define the stages of the onboarding process in the Onboarding module. Assign a manager to each stage, such as 'Document Submission' managed by HR Manager.

```text
# 1. Create Onboarding Stages
Navigate to: Onboarding → + Stage
  Stage 1: Title="Document Submission", Manager=HR Manager
  Stage 2: Title="IT Setup", Manager=IT Admin
  Stage 3: Title="Department Orientation", Manager=Team Lead
```

--------------------------------

### Create Asset

Source: https://context7.com/horilla/horilla-docs/llms.txt

Steps to create a new asset, including details like tracking ID, purchase date, and cost. This asset will be linked to a category.

```text
Navigate to: Assets → Asset Category → MacBook Pro → Actions → Create
  Asset Name: MacBook Pro 14" M3
  Description: 16GB RAM, 512GB SSD
  Tracking ID: MBP-2024-042
  Purchase Date: 2024-06-15
  Cost: 1999.00
  Status: Available
  Batch No: BATCH-2024-Q2
  Expiry Date: 2027-06-15
  Notify Before (days): 30
→ Save
```