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5.12 Dashboard |
  
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5.12 Dashboard |
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Often users want to avoid screen-clicking using multiple screens to reach the data or function they want. Dashboard acts like a one-stop-shop that lists all the crucial day to day data at one customized spot.
There can be one (or more) dashboards – for example, you could have a sales dashboard, a marketing dashboard and so on according to your needs.
Dashboards contain items called "Dashlets", these are individual items. The system will have a number of pre-defined dashlets, but for customization purposes you can create as many as needed.
You can use Dashboard tab to:
| • | Create a new dashboard or edit an existing dashboard |
| • | View a list of all dashboards added in CRM system |
| • | Create a new dashlet or edit an existing dashlet |
| • | View a list of all dashlets added in CRM system |
| • | Create your favorite dashboard with your desired commands |