Representational Tools

Dashboard

Follow the steps below to create a dashboard:

1. Select the Dashboards module and click the Create Dashboard [] icon in the top-left corner.
   
2. Enter a Dashboard Name, and select the intended audience from the nearby dropdown.
   
3. Select a Component from the list displayed in the left.
   
4. Click Save to create the dashboard.
   
   

Once created, you can add new components to the dashboard. You also have the option to make changes to the components added to a dashboard.

Home Page

Personalize your home page by adding components in the form of dashboards, custom views, or widgets. To add components to your home page:

1. Navigate to Setup > Customization > Home Page and click New Home Page.
   
2. Enter a name for the homepage, add components from Dashboard or Custom View and click Save & Share.
   
   
   
   
3. In the Edit Properties pop-up, enter the following and click Save:
   
1. A Name for the homepage
   
2. The roles for whom the dashboard should be visible.
   
3. A Description of the dashboard.

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