The very core of your user experience is in the dashboards. We give you a preset to work with, but we highly recommend you to customize them for your own needs.

When you register your environment, you get a set of shared dashboards by default that are shared to the default permission profiles, but as an admin user you see all the dashboards.

Create own and shared dashboards

Dashboards come in two forms: Own and Shared. Own dashboards are for personal use, and you can put either own or shared reports into them. If you want to share a dashboard to different users, you need to create a shared dashboard. Once you share a dashboard, you can select which permission profiles can see the dashboard. You can use either the default or shared reports when you create shared dashboards.

If you don't have permissions to Sharing, you won't be able to create shared dashboards.

When you want to create a new dashboard, just hit the Edit dashboards toggle in the top right on your dashboard. Once you do that, you get the options of adding, editing or removing dashboards or cards as reports to any dashboard.

  1. Go to the dashboard view by clicking the app icon in the top left corner.
  2. Click the Edit dashboards toggle.
  3. Click Add dashboard.
  4. Enter a descriptive name for the dashboard and select if it's Own or Shared.
  5. When creating a shared dashboard, you also need to choose what permission profiles can access it.
  6. Click Create.

A new dashboard is now created and you can start adding content to it.

Dashboard best practises

As a best practice, we recommend most users to have only one Dashboard. This makes it easy to see the data you absolutely need to react to. Of course, you might follow many things daily, and then having several dashboards is reasonable.

If you can discern between things you need daily and others you need only weekly, it might be best to put only the former into a dashboard and the latter as saved favourite reports.

Multiple dashboards

Multiple dashboards allow you to quickly view the information you need, whenever you need it. For example, when focusing on sales or support, you may want to view a dashboard which only displays information about customers, contacts and sales cases.

Likewise you might want a dashboard which focuses on work hours, and includes work hour entry form, resource allocations, as well as some work hour reports, in an effort to keep accurate track of your time.

Dashboards appear as tabs along the top of the page. When multiple dashboards exist, the tab for the active dashboard is blue. Clicking a dashboard tab activates that dashboard and brings it to the front.

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