Working with Dashboards
The dashboard comprises of these three out-of-the-box dashboard tabs:
- My Dashboard
- Sales
- Samples
To access the Dashboard, you can click Dashboard on the Navigation Bar.
Each tab displays customizable, pre-defined analytics in the form of charting and list widgets.
You can create your own dashboard tabs and add or modify the widget to display data in various formats.
You can rename or delete the tab data. You can also copy or share the tab data, if required.
Note: If you are not the owner of the dashboard tab, you can
modify or share the tab data only after you create a copy of the tab.
On this page you can:
- Add a new tab. See Adding a new Dashboard tab
- Add a widget. See Adding Dashboard Widgets
- Reorder widgets. See Reordering Dashboard widgets
- Rename a tab. See Renaming a Dashboard tab
- Delete a tab. See Deleting a Dashboard tab
- Share a tab with other users. See Sharing a Dashboard tab with other users
- Copy a tab. See Copying a Dashboard tab
- Refresh dashboard data. See Refreshing Dashboard widget data
- View the group associated with the widget
- Click the
link.Note: This link is available only for group list widgets and any widgets defined by a data source.
- Click the
link.
- Set a tab as the default tab using the Make Default Tab option on the menu.
- Hide or remove chart items using the legend. See Hiding or removing Dashboard chart items.