Sage CRM is delivered with a standard Company Interactive Dashboard template, which is assigned to all users, and can be modified by Info Managers. It works in the same way as the My CRM | Dashboard, but filters gadget content to match the company context. Please refer to What is the Interactive Dashboard? for an overview of the Interactive Dashboard. Company Dashboards are only available from the Dashboard tab within the Company context.
You can create one or more of your own personalized Company Dashboards, and then switch between them to access different levels of company detail.
Once a Company dashboard is selected, the same dashboard is displayed to you in the Dashboard tab of all companies, until you change it.
To set up a new company dashboard:
Changes to the Company Dashboard do not affect the Dashboards available from My CRM | Dashboard. Company Dashboard templates are only available from the Company Dashboard tab.
Go to Interactive Dashboard home page...
See Also: