FAQs in this section
What is My Sales Dashboard?
What is Sales Leaderboard in dashboards?
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?

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:
  1. Click the Menu icon.
  2. Click the Dashboard tab.
  3. Select Dashboard under the tab.
  4. Click the drop-down displayed on the left of the dashboard.
  5. Click the '+' icon to create a dashboard.
  6. Enter the dashboard name and the users you want to share the dashboard with.
  7. Click Next.
  8. 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.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube