How can I create a dashboard?
Apart from the default dashboard that you see when you log in to Vtiger CRM, you can create other dashboards to see data customized to your needs.
Follow these steps to create a dashboard:
- Click the Menu icon.
- Click the Dashboard tab.
- Select Dashboard under the tab.
- Click the drop-down displayed on the left of the dashboard.
- Click the '+' icon to create a dashboard.
- Enter the dashboard name and the users you want to share the dashboard with.
- Click Next.
- Choose a type of widget you want to add to your dashboard. You can add Standard Widgets, a Mini List, a Custom Chart, or a Notepad.
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