Dashboard

Use the Dashboard module to view and manage charts based on custom and pre-defined reports.


You can use these charts to view sales and opportunities for your organization. Each distinctively colored area on a chart is linked to the data set that it represents. You can click any colored area to drill down to the underlying data.


You can add multiple dashboards if you need the space to display numerous charts.


To add a new chart, click the down arrow on the dashboard tab and select Add Dashlets. From the Add Dashlets menu that displays in a separate window, select a chart to add it to your dashboard.

The pre-defined charts are as follows:

You can manage charts as follows: