FAQs in this section
What is My Sales Dashboard?
What is Sales Leaderboard in dashboards?
How can I create a dashboard?
How can I create a standard widget in my dashboard?
How can I create a mini list in my dashboard?
How can I add a customized chart to my dashboard?
How can I create a notepad in my dashboard?
Can I add the charts I have created, to the sale dashboard?

What actions can I perform on a dashboard?

You can perform the following actions on a default dashboard by clicking the More icon () displayed beside the dashboard drop-down:
  • Duplicate: Using this option, you can create a separate dashboard with the same content and share it with other users. To save the duplicate dashboard, use a different name. 
  • Save as Image: You can save or download a dashboard to your local computer as an image in png format.
  • Print Dashboard: This option allows you to print the entire dashboard.
  • Project to Display: Display a dashboard in full screen on your computer with this option.
  • Set as Default: Set a dashboard as default by using this option. The default dashboard is displayed whenever you go to the Dashboard page.
In addition to the actions mentioned above, you can also perform the following actions on a custom dashboard:
  • Edit: Use this option to change the dashboard name or edit access permissions on a custom dashboard.
  • Share: This option allows you to share a custom dashboard with other users.
  • Delete: Using this option, you can delete a custom dashboard.
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