Dashboards
Includes guides for creating and updated Dashboards and Widgets
- How to Create a Dashboard
- How to Edit a Dashboard
- How to create and export a Custom Dashboard
- Understanding the Data Load Status Dashboard
- How to add logo and branding to your dashboards
- How to add an Executive Summary to your Dashboard
- What happens when you "Update Dashboard"
- See who has access to specific Dashboards
- How to hide Dashboard Sections with "Only Show if Active" feature
- How to Create Widgets
- How to use Data Widgets
- How to Build a Live Call Widget
- How to Filter Live Calls
- How to Use Widget Styles to Customize the Way Data are Displayed in Charts
- How to use Date Ranges
- Grid Widgets: Best Practices
- Geo Widgets: Best Practices
- What is a Gauge Widget?
- What are Engagement Widgets?
- Account Manager Contact Card Widget: Best Practices
- How to Annotate a widget
- Can you choose the colors for the graphs and widgets?