Dashboards serve as customizable interfaces that allow users to swiftly access and analyze a diverse range of data. They can be tailored to present specific information such as contact volumes, sales metrics, or campaign effectiveness.
To initiate the creation of multiple dashboards, follow these steps:
Add a New Dashboard #
Select the option to Add a Dashboard within the Dashboard section.
Dashboard Options #
There are three main options for creating a dashboard, each represented by a rectangular card with a title, description, icon, and a “Select” button.
- Create from Blank Dashboard: “Start fresh with a clean slate.” This option allows the user to create an entirely new, empty dashboard without pre-existing data or configurations.
- From Template Library: “Use a Readymade Template from the Library or one of yours.” This option lets the user choose from pre-made templates, either from a shared library or their templates, to create a dashboard with pre-configured settings.
- Clone Existing Dashboard: “Make Clone of your Existing Dashboard.” This option enables the user to duplicate an existing dashboard, retaining its layout, data, and configurations.
When creating a blank dashboard, you will be prompted to designate a name for the dashboard and configure visibility permissions (e.g., view and edit permissions). Once you have configured your permissions, click the “Confirm” button to continue.
Customize Your Dashboard #
Customize the dashboard and choose pre-configured widgets based on the goals you select. You can also incorporate widgets that display various data types such as Contact Counts, Opportunity counts, and much more. Please choose the appropriate widget type and configure its settings to suit your requirements. You can also select the “Add a widget manually” option to personalize your widgets from scratch.
Click “Confirm & Add” to continue.
Edit and Save Changes #
Arrange and adjust widgets as needed, ensuring the dashboard presents data optimally.
Use the Save Changes button to save your modifications to preserve the configured layout.
Adding and customizing dashboards with relevant widgets allows you to tailor your interface to suit your specific needs. This customization empowers you to make data-driven decisions with ease. Remember to periodically review and update your dashboard layout to ensure it continues to provide the most relevant insights for your business.
Practical Tips and Troubleshooting #
- Naming Dashboards: Name your dashboards based on their content or purpose so you can easily navigate between them.
- Pinning Dashboards: Pin your most frequently used dashboards to the top of the dashboard section for quick access.
- No Data Display: If a widget shows “no data,” ensure that the data source is correctly configured and that relevant data is displayed.
Frequently Asked Questions #
What are the three ways to create a new dashboard? #
You can create from a blank dashboard, use a readymade template from the Template Library, or clone an existing dashboard to retain its layout, data, and configurations.
How do dashboards function in the CRM? #
Dashboards are customizable interfaces that let you access and analyze various data efficiently, tailored to display metrics such as contact volumes, sales figures, or campaign effectiveness.
What is the Primary Dashboard? #
The Primary Dashboard is the default interface displayed when you log into your account, providing an overview of key metrics and data relevant to your operations.
How do I add widgets when creating a dashboard? #
Choose pre-configured widgets based on your selected goals, or use the “Add a widget manually” option to build widgets from scratch, then click “Confirm & Add”.
What should I do if a widget displays “no data”? #
Make sure the data source for the widget is correctly configured and verify that there is relevant data available for the widget to display.
How do I save my dashboard layout? #
After arranging and adjusting your widgets, use the Save Changes button to preserve the configured layout.
