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Dashboards

Introduces you to dashboards.

Dashboards are designed to instantly give you the information you need to keep your business on track. Create one for you individual use or share with your team to display critical information in easy-to-read graphics, assembled from plan and actual data, allowing you to zero in on key performance metrics.  

Want step-by-step instructions? See Create Shared Dashboards.

How Dashboards Work                      

There are two categories of dashboards: shared dashboards, which are created by admin­istrators and pushed out to users in different levels, and personal dashboards, which are created by any user with the Report Access permission. For example, an administrator might create a sales dashboard and make it available to all of the sales levels, and any sales manager might create a customized personal dashboard to display specific metrics important to him or her.

View Dashboards

  • Each user can create their own personal dashboard and then navigate to Dashboards > Personal on the Dash­boards to view it. Personal dashboards only contain matrix reports that have been saved as a graphical report.
  • Administrators create shared dashboards, which contain charts from selected shared reports. Shared dashboards are shared between sets of users based on their level access. Click Dashboards from the navigation menu to view them.

The dashboards referenced in this topic are not related to on the Discovery. See Using Discovery for more information.

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