Navigation:  5 Using Total Enterprise CRM > 5.12 Dashboard > How to work with Dashboard? > How to create a new dashboard?

 

To create a new dashboard, follow these easy steps:

 

Step 1: Select 'New Dashboard'

 

 

On ribbon, click the "Dashboard" tab.

Under Dashboards group, select "New Dashboard".

 

Note:

To edit any existing dashboard, double-click that dashboard from grid under "All Dashboard" or command and then move to Step-2

 

Step 2: Type Name

 

 

Here you can enter name and description for this new dashboard.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.