Dashboards in CRM are a very good way to display different data within your database on one easy to use screen. For example you could have data displaying how many case logs you currently have open, or stats on opportunities that you currently have in the system.
It is also possible to have more than one dashboard in the system, so in theory you could have different data displayed on dashboards for different departments, or particular users if need be.
To setup a new dashboard is very quick and easy to do, follow the steps listed below to create your own.
Go to My CRM>Dashboard. Depending if there are any dashboards already setup will depend on what screen you will see next. If there are not any then you will be prompted to enter new Dashboard details and create one, if you are using Dashboards at the moment then you just have to click the New Dashboard icon.
From here you will need to enter a name for you new Dashboard and also check the relevant boxes to weather you want it as your Default Dashboard and also available to Mobile Users, then click Continue to display the Dashboard Content page.
- On the Dashboard Content page you will see that it is split into 2 columns, Available Content and Selected Content. Also able to
- On the Available Content panel you will be able to select you will have a list of Categories you can search on, which will list the relevant content below. From here you will also be able to select which Block you want to add the display to, Wide or Narrow.
- By clicking the Add icon it will move the content over to the Selected Panel on the right hand side. Once you have moved across everything you want to view on your Dashboard, you can sort out the position of each option by moving it up or down the list where necessary. To remove any options you do not need, click remove.
- When you are happy with everything click Save.
The dashboard you have created will now be displayed in the drop down list in the top left hand side of the screen. You can select which ever dashboard you want to view by selecting it from the list. Dashboards can also be edited from this location if need be.
Visit Centurion for more expert advice
No comments:
Post a Comment