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 actions do I perform on a dashboard?
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?
Is the Grafana dashboard compatible with Vtiger CRM?

What action do I perform on dashboard widgets?

Here are the actions you can perform on a widget:
 
Action Description
Refresh Click to refresh the widget data
Full Screen Click to display widget data in full screen
Print Click to print widget data
Save as Image Click to save widget data as an image in png format
Resize Click to resize the widget by specifying the number of rows and columns
Filters Click to apply a filter to the widget
Remove Click to remove a widget from the dashboard

 
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube