Set Up Your Own Dashboard
The process of setting up a dashboard includes:
- Creating basic Dashboard Blocks and,
- Grouping multiple Dashboard Blocks into a single Dashboard View.
Navigate to Dashboard Management
In My Setup, enter Dashboard section.
Create A Dashbord Block
Step 1: Navigate to The "Create block" Page
Create a new dashboard block by clicking Create Block button under the Dashboard Block List table.
Step 2: Set The Criteria
Set the criteria for the block list.
Step 3: Choose Fields to Display
Choose which fields should be displayed in the block, and reorder them.
Step 4: Block Settings
Name: Give a name to the block.
Sort By: Choose a field as the default sort key.
Sorting Order: Sorting in Ascending order or Descending order
Default List Size: Set the number of records shown in this block
"More" List Size: Set the number of records shown when you click More.
After filling in the form, click Save.
Create A Dashboard View
Step 1: Navigate to The "Create View" Page
Create a new dashboard view by clicking Create View under the Dashboard View List table.
Step 2: Name The Dashboard View
Give a name and the description (if needed) to this dashboard view
Step 3: Choose Blocks to Display
Select blocks which should be displayed in this view, and reorder them.
Step 4: Extract Data
Decide to extract which users data to show in this view.
Then click Save.
- Multiple Dashboard Views can be created for different sales reports.
- A Dashboard Block is the most basic unit which can be used in multiple Dashboard Views simultaneously.