FAQs in this section
What is My Sales Dashboard?
What is a Sales Leaderboard in Dashboards?
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?
How do I create a dashboard?
Table of Contents
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:
Follow these steps to create a dashboard:
- Click the Main Menu.
- 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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