Selecting a Dashboard

To select a dashboard:

1. Click My CRM | Dashboard, and click on the dashboard drop-down arrow. A list of dashboards is displayed.
2. Select the dashboard you want to display on your workspace.

The dashboard is displayed on your workspace. If the dashboard selected has been created by someone else, who has given you access to it, the Status bar displays the message: "Dashboard Template – you must be an Info Manager or Administrator to edit and save". If you still want to modify the dashboard, you can select the Create a copy link on the status bar. The copied dashboard can be modified by you.

Go to Interactive Dashboard home page...

See Also:

Setting a Default Dashboard

Creating a Dashboard from a Template

Copying a Dashboard

Creating a New Dashboard

Modifying Dashboard Details

Deleting a Dashboard