Introducing Dashboards

The Dashboard allows you to display and interact with a variety of performance and analysis tools on the Welcome page of the Infor CloudSuite CRM Web Client. You can maintain one or more personalized dashboard tabs and, with the appropriate permissions, you can modify dashboards provided by Infor CloudSuite CRM or customized by the administrator.

You can format the data on the dashboard using widgets to gain insight into organizational and individual performance. The data can be visualized in a pie, bar or column chart, pipeline, or line graph, or you can view the detailed data in a list. A widget is a dynamic, reusable element of the interface that displays the data you specify.