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Getting started with the interactive dashboard

This example assumes your system includes either the standard Sage CRM demo data, or at least one dashboard template and one gadget template set up by an Info Manager or System Administrator.

1. Click New Dashboard | Choose Template.
2. Highlight one of the dashboards in the list of templates.
3. Click OK.
4. Give the dashboard a name, and click OK.
5. Click New Gadget | Choose Template to add more predefined gadgets.
6. Click the Edit pencil icon on the gadget's header to modify an existing gadget, or create your own custom gadget from New Gadget | Create Gadget.
7. To set your new dashboard as your default dashboard, select the Dashboard drop-down arrow, then click Dashboard Options. Highlight the dashboard you want to set as the default, click Set Default, and then OK.

See Also:

Selecting a dashboard

Setting a default dashboard

Creating a dashboard from a template

Copying a dashboard

Creating a new dashboard

Modifying dashboard details

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