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How to customize your dashboard

This guide walks you through the process of customizing your dashboard by creating a tailored "Sales Dashboard" and adding a new report focused on performance metrics.

victoriaworkflowsvictoriaworkflows
·15 steps·59 views·Published

This guide walks you through the process of customizing your dashboard by creating a tailored "Sales Dashboard" and adding a new report focused on performance metrics. Follow the step-by-step instructions to enhance your dashboard and track key indicators effectively.

Step-by-step Guide15 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click Dashboard

    Click Dashboard
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  4. Type "Sales Dashboard" in Dashboard name

  5. Click Save

    Click Save
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  6. Click Add a new report

    Click Add a new report
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  7. Click Performance

    Click Performance
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  8. Click Continue

    Click Continue
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  9. Click Save

    Click Save
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  10. Click Save

    Click Save
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  11. Click on "Click here."

    Click on "Click here."
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  12. Type "New deal performance report (J..." in New deal performance report

  13. Click This year

    Click This year
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  14. Click This month

    Click This month
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  15. Click Save

    Click Save
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