A dashboard is a visual interface that provides a view of the key measures relevant to a particular business process at-a-glance. Dashboards are customizable to meet the specific needs of the departments and organization as a whole.
1. Click on the Dashboard on the left-hand side of the Marketing/Sales/Service Application dashboard
2.Dashboard homepage display. (Dashboards created with standard format)
To edit the saved Dashboard information.
To sort Dashboards created by a specified user.
To delete the Dashboard, if it is not required.
Create a new Dashboard.
To perform various kinds of activities related to Dashboards.
3. Click on the Edit button of any individual dashboard to get detailed information about it.
To edit Dashboard properties related to formats, titles, etc.
To save the Dashboard.
Rename the Dashboard Title using the save as button.
To close the dashboard.
To perform multiple actions on the detail page of the Dashboard.
To set the format of columns of the Dashboard.
To edit the reports in the Dashboard.
To delete reports saved in the Dashboard
4. Dashboard Overview is displayed on the Home Screen of the CRM.
Get in touch with us for details on setup and additional custom services pricing
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