Navigation:  5 Using Total Enterprise CRM > 5.12 Dashboard >

How to work with Dashboard?

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The available tab groups and commands under these groups for Dashboard tab are:

 

Group

Command

Action

Dashboards

New Dashboard

To create a new dashboard

All Dashboards

List of all dashboards stored in CRM system

Dashlets

New Dashlets

To create a new dashlet

All Dashlets

List of all dashlets stored in CRM system

Favorites

 

Your favorite dashboard # 1

 

Your favorite dashboard # 2

 

Your favorite dashboard # 3

 

 

In this section, you can learn more about:

 

How to create a new dashlet?
How to view already created dashlets?
How to create a new dashboard?
How to view already created dashboards?
How to add a dashboard in favorites?