FAQs in this section
What is My Sales Dashboard?
What is a Sales Leaderboard in Dashboards?
How do I create a dashboard?
How do I create a standard widget in my dashboard?
How do I create a mini-list in my dashboard?
How do I add a customized chart to my dashboard?
How do I create a notepad in my dashboard?
How do I add the charts I have created to the sale dashboard?
What action do I perform on dashboard widgets?
Why is the date filters not being applied to your custom charts?
How do I disable the dashboard as my default screen?
Can I navigate to the Field sales app from the Dashboard in the mobile app?
What information does the Dashboard widget display in the Field Sales app display?
What can the Admins view in the Field Sales app?
What information can the agents view in the Field Sales app?
What actions do I perform on a dashboard?
Table of Contents
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.
- 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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