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Creating a new dashboard
- Click My CRM | Dashboard | New Dashboard | Create Dashboard. The Dashboard Details dialog box is displayed.
- Set the type to Flexible or Fixed layout. Note: Once selected, and the dashboard is on your workspace, you cannot change the layout type.
- Fixed gives you a three-column layout. You can drag and drop and rearrange gadgets within a fixed format, extend the length of gadgets, and maximize them. If you regularly switch between different screen resolutions during your day, it is recommended you work with a Fixed layout.
- Flexible lets you design your dashboard layout. Gadgets can overlap, be arranged diagonally down your screen, and expanded width-ways.
- Enter the name, description and category for the dashboard. The dashboard name is a required field. The category can be selected from the drop-down list, or you can create a new one by typing in the Category field.
- Click OK. The Gadget Template dialog box is displayed.
- Select the check boxes next to the gadget templates you want to display on your dashboard. If you don't want to display any of the gadget templates, close the dialog box. The next step is skipped. You can go back and add gadget templates later by clicking New Gadget | Choose Template or by adding new gadgets from New Gadget | Create Gadget.
- Click OK. The new dashboard is displayed on your workspace with the gadgets you selected.
See Also:
Creating a dashboard from a template
Copying a dashboard
Modifying dashboard details
Deleting a dashboard
Adding a new gadget to a dashboard
Adding a gadget template to a dashboard
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