Custom Dashboard is that Dashboard that is designed as per self-requirement. Dashboards in Centra HUB CRM provide the facility to view the required reports in a single screen. It helps to take a quick and detailed overview of the important data through one single screen. Dashboard helps to take a quick view of overall business performance.
Once the CRM tool is opened, Dashboards are directly available on the Homepage which help to analyze important business parameters directly, without entering into the respective Module.
No card required
Enter the title of the new dashboard.
Set the columns for your dashboard.
Set the no. of rows for the dashboard.
Enter the refresh time period for the dashboard.
If you click on the set as default checkbox then the dashboard is shown in dashboard list.
If you click on the inactive checkbox then the dashboard is not shown in the dashboard list.