Using M3 CLM dashboards

The M3 CLM dashboard contains an interactive summary of information. M3 CLM comes with these default dashboards:
  • Customer
  • Sales Manager
  • SR Activity
  • SR Opportunity
  • Sales manager report
  • Sales person report

You can also create your own dashboard based on the information that you need. Dashboards that users will see will depend on their roles.

See the section on how to create your own dashboard and its prerequisites in M3 Customer Lifecycle Management Dashboards User Guide.