Dashboards are customisable interfaces that let you quickly access and analyse a wide range of data. You can tailor them to show specific information like contact volumes, sales metrics, or campaign effectiveness.

To create multiple dashboards, follow these steps:

Add a New Dashboard

Select Add a Dashboard within the Dashboard section.

Dashboard Options

There are three main options for creating a dashboard, each shown as a card with a title, description, icon, and a "Select" button.

  • Create from Blank Dashboard: "Start fresh with a clean slate." This option lets you create an entirely new, empty dashboard without any pre-existing data or configurations.
  • From Template Library: "Use a Readymade Template from the Library or one of yours." This option lets you choose from pre-made templates, either from a shared library or your own, to create a dashboard with pre-configured settings.
  • Clone Existing Dashboard: "Make Clone of your Existing Dashboard." This option lets you duplicate an existing dashboard, keeping its layout, data, and configurations.

When creating a blank dashboard, you'll be prompted to give it a name and set visibility permissions (e.g., view and edit permissions). Once you've configured your permissions, click "Confirm" to continue.

Customise Your Dashboard

Customise the dashboard and choose pre-configured widgets based on your goals. You can also add widgets that display various data types such as Contact Counts, Opportunity counts, and much more. Choose the appropriate widget type and configure its settings to suit your needs. You can also select "Add a widget manually" to build your own widgets from scratch.

Click "Confirm & Add" to continue.

Edit and Save Changes

Arrange and adjust widgets as needed so the dashboard presents data in the most useful way.

Use the Save Changes button to save your modifications and preserve the configured layout.

Adding and customising dashboards with relevant widgets lets you tailor your interface to your specific needs. This makes it easier to make data-driven decisions. Remember to review and update your dashboard layout periodically to keep it showing the most relevant insights for your business.

Practical Tips and Troubleshooting

  • Naming Dashboards: Name your dashboards based on their content or purpose so you can easily navigate between them.
  • Pinning Dashboards: Pin your most frequently used dashboards to the top of the dashboard section for quick access.
  • No Data Display: If a widget shows "no data," ensure that the data source is correctly configured and that relevant data is displayed.

FAQs

Q: What are dashboards and how do they function?

  • A: Dashboards are customisable interfaces that let you access and analyse various types of data efficiently. You can tailor them to display specific metrics such as contact volumes, sales figures, or campaign effectiveness.

Q: What is the Primary Dashboard?

  • A: The Primary Dashboard is the default interface shown when you log into your account. It provides an overview of key metrics and data relevant to your operations.

Q: What should I do if a widget displays "no data"?

  • Data Source Check: Ensure that the data source for the widget is correctly configured.
  • Data Availability: Verify that there is relevant data available for the widget to display.