What is the Classic Dashboard?

The Classic Dashboard is a customizable page that contains information most relevant to your daily work. For example:

• A snapshot of companies you most often work with.
• A list of high priority cases assigned to you.
• Outstanding appointments.
• A list of recently viewed leads.
• A pie chart of opportunities by territory.

You can define:

• What information you want on your page based on a predefined list of content.
• A preference for displaying the Dashboard tab as the first page you see after logging on.
• More than one dashboard in CRM.
• Your default dashboard.

Go to Classic Dashboard home page...

See Also:

Setting up a New Classic Dashboard

Changing Content Directly from the Classic Dashboard Page

Editing Classic Dashboard Details

Modifying Classic Dashboard Content

Setting up a Classic Company Dashboard