Quick Start

This example assumes your system includes either the standard CRM demo data, or at least one dashboard template and one gadget template set up by an Info Manager or System Administrator.

The quickest way to get up and running with the interactive dashboard is to:

1. Click New Dashboard | Choose Template.
2. Highlight one of the dashboards in the list of templates.
3. Click OK.
4. Give the dashboard a name, and click OK.
5. Select New Gadget | Choose Template to add more predefined gadgets.
6. Use the Edit button on the gadget headers to modify existing gadgets, or create your own custom gadgets from New Gadget | Create Gadget.
7. To set your new dashboard as your default dashboard, select the Dashboard drop-down arrow, then click Dashboard Options. Highlight the dashboard you want to set as the default, click Set Default, and then OK.

Go to Interactive Dashboard home page...

See Also:

Selecting a Dashboard

Setting a Default Dashboard

Creating a Dashboard from a Template

Copying a Dashboard

Creating a New Dashboard

Modifying Dashboard Details

Adding a New Gadget to a Dashboard

Editing Gadget Content