To create a default dashboard, Go to "Dashboard 2.0" and click on "Create Dashboard"
With Create Dashboard you get three options :
Here you can start with a Blank dashboard and add any widgets from the library or add custom widgets to your dashboard.
You will now have to type the Dashboard Name and choose the Privacy settings. These privacy settings help you in determining who can see your dashboard.
The Private option lets you keep the entire dashboard just limited to you. Nobody else from your team can see your dashboard.
The Public option lets you grant access to other teammates.
The next option is Visible to Particular Users which lets you separately add selected users by just adding their name in this section.
The other option of sharing the Custom Dashboard is to share with your Teams which is “Visible to Particular Team”. It lets you separately add multiple teams by just adding the team name in this section.
When you select the second, third or fourth option in privacy settings it will activate the Manage Widget Add or Remove permissions to either the “Owner” or just keeping it shared with everyone else who has access to the dashboard in the team.
Once the basic details are done, click on Save. Soon you will receive a successful notification that your Dashboard has been created.
You can now “Add Widgets” to your Custom Dashboard from two options given to keep a close eye on your sales activities.
As you click on either of the Add Widget options, you will see a list of widgets to choose from Filters namely the Contact, Company Widgets, Activity, Deals, System, or Custom Widgets. After analyzing which widget is useful for you, you can click on “Add to Dashboard” or click on “View Report” to see how the widget report looks.
As you click on Add to Dashboard, you get a pop up where you can change the Widget name and select on which Dashboard would you like the new widget. You will get the success notification as soon as you add the widget.
Once all the widgets are added, click on View Dashboard from the notification pop up and you are then good to start your journey of managing your business more smartly.
The very first thing you will observe is the Select View. When you click on it, it will navigate you to different dashboards like the System Dashboard, My Dashboard, and the Shared Dashboard.
When you hover on this list of Dashboards you will see a Star Icon which lets you mark the Dashboard as favorite and the Delete Icon to delete any dashboard.
When you mark any of these dashboards as your favorite, the star line icon will turn into yellow and the same Dashboard will also appear in the Favourites section.
There are filters available for Date Range, Users, Teams, and DealPipeline. The filters that you set here will override the filter set on the individual widgets.
Date Range lets you quickly specify the filter by date range and frequency.
It has easy date ranges like the Last 7 days, Today, This Week, Last Week, etc. You can select the time frame as per your choice to extract the details accordingly.
Let us now move to the second filter that is Users. Here you can select single or multiple users if you want to compare the performance of the teammates.
You get an option to select and unselect all users in one go. Once you select the number of users and click on apply, It will reflect on all the widgets that you have on the respective dashboard.
Similarly, when you want to see the performance of any individual team or would like to compare the team performance, we have the Team filter where you can select or unselect all teams. You can also select single or multiple teams and click on apply. All the widgets with the access of that team will be displayed on the dashboard.
The other one with the quick filters is the Deal Pipeline where you can select the respective pipeline one at a time and click on Apply to reflect the change in the widgets that you have on your dashboard. Please note these pipelines are the ones that you have created in the Deal Pipeline section.
If you do not want any specific filter, you can click on the X and that respective filter will be removed.
This is the basics of creating a Custom Dashboard from the Blank Dashboard.
Let us take a quick look at the offerings under Sales Overview. As we select the dashboard and update the information here we get a high level of statistics on our Sales Process with widgets like - Deal Performance, Deal count by Stage and Source, Deal Forecast, and much more.