FAQs in this section
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?
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 is My Sales Dashboard?
Table of Contents
My Sales Dashboard gives you a summary of your deals and activities.
It displays data in 12 default widgets. Hovering on each widget block will display the information icon, (i), the more icon and the expand icon. Hovering on the (i) displays a brief description of the widget.
Data displayed in the widgets are based on the filters you have applied in Filters.
It displays data in 12 default widgets. Hovering on each widget block will display the information icon, (i), the more icon and the expand icon. Hovering on the (i) displays a brief description of the widget.
Data displayed in the widgets are based on the filters you have applied in Filters.
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