Build a dashboard

Create a custom dashboard, add metric and list widgets, then arrange the layout to fit how you work.

A custom dashboard is your own arrangement of widgets, separate from the Overview dashboard each module opens on. You build it from two kinds of widget: a metric (a single headline figure) and a list (a short table of rows). You can keep several dashboards and switch between them from the top of the screen.

Create a dashboard

  1. Go to Dashboards and select New Dashboard.
  2. Enter a Name (for example, Operations) and select Create.
  3. The new dashboard opens, empty, ready for widgets. When you have more than one, use the dashboard picker at the top left to switch; the one marked (default) is the one that opens first.

Add widgets

  1. With a dashboard open, select Add Widget.
  2. Pick a Type: Metric for a single value, or List for a table of rows.
  3. Pick a Source. Metrics cover Sales Bookings, Sales Backlog, On-Time Delivery, Quote Win Rate, and Quote Count. Lists cover the Quote Follow-Up Queue and At-Risk Accounts.
  4. Select Add. The widget appears on the grid. Metrics drop in one cell wide; lists drop in two cells wide. Repeat to add as many as you need.

Arrange the layout

  1. Select Arrange to enter edit mode. A toolbar appears across the top of each widget.
  2. Use the arrow buttons to move a widget left, right, up, or down across the four-column grid.
  3. Use the maximize and minimize buttons to grow or shrink a widget by one cell.
  4. Use the X on a widget to remove it.
  5. Select Save Layout to keep your changes, or Cancel to discard them.
New Dashboard -> Add Widget -> Arrange -> Save Layout

Delete a dashboard

Select the trash button at the top right to delete the dashboard you are viewing.

Where to go next

  • For the Overview dashboards each module opens on, and the rest of the shared UI, see Core.