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Dashboard in CentraHub CRM

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.

Benefits of Dashboard

Steps to View Standard Dashboard in CentraHub CRM

Steps to View Standard Dashboard in CentraHub CRM

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1. Click on the Dashboard on the left-hand side of the Marketing/Sales/Service Application dashboard

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2.Dashboard homepage display. (Dashboards created with standard format)

1. Edit

To edit the saved Dashboard information.

2. Look in

To sort Dashboards created by a specified user.

3. Delete

To delete the Dashboard, if it is not required.

4. New Dashboard

Create a new Dashboard.

5. Actions

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.

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1. Edit properties

To edit Dashboard properties related to formats, titles, etc.

2. Save

To save the Dashboard.

3. Save as

Rename the Dashboard Title using the save as button.

4. Close

To close the dashboard.

5. Actions

To perform multiple actions on the detail page of the Dashboard.

6. Layout style

To set the format of columns of the Dashboard.

7. Edit

To edit the reports in the Dashboard.

8. Delete

To delete reports saved in the Dashboard

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4. Dashboard Overview is displayed on the Home Screen of the CRM.

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