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 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?
Is the Grafana dashboard compatible with Vtiger CRM?
How do I add a customized chart to my dashboard?
You can add a chart that you have created in the Reports module to your sales dashboard.
Follow these steps to add a chart to a dashboard:
Click
+Add Widget
displayed on your dashboard.
Click
Add Custom Chart
.
Select a report.
Click
Add Report
.
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