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Modifying Classic Dashboard Content

To modify the content of an existing dashboard:

  1. Select My CRM | Dashboard.
  2. Select the dashboard you want to modify from the drop-down list at the top of the page.
  3. Click on the Modify Dashboard icon. The Dashboard Content page is displayed.
  4. Modify the content.
  5. Select the Save button. The modified dashboard is displayed.

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

Adding Saved Searches to a Classic Dashboard

Adding Favorite Reports to a Classic Dashboard

Adding Report Charts to a Classic Dashboard