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 a 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 Style the Grid/Table Widget
- 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
- Account Manager Contact Card Widget: Best Practices
- Using Grid/Table Widget Plot Types: Best Practices
- What is a Gauge Widget?
- What are Engagement Widgets?
- How to Annotate a Widget
- [Video] How to Customize Widget Colors
- Reporting on TapOrders and TapWorkflow in Dashboards