Click the Reporting section
This will navigate you to the Reporting area, where you can access various reports and analytics related to your projects and tasks.
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Set a dashboard as your default in the Reporting section
Designate your current dashboard as the default for future use within the Campaign Performance dashboard, ensuring it appears every time you access your report dashboards for…
viktoriaDesignate your current dashboard as the default for future use within the Campaign Performance dashboard, ensuring it appears every time you access your report dashboards for analytics.
Step-by-step Guide7 steps
Click the Dashboards option
Selecting the Dashboards option allows you to view various dashboard analytics and reports related to your activities. This section provides insights and key metrics to help you track performance effectively.
Loading screenshot…100%Click the Sales Overview section
This will display a comprehensive overview of your sales metrics, including Total Contacts, Open Deals Funnel, Deals Closed, and Company first conversions.
Loading screenshot…100%Click the Campaign Performance link
This will display the metrics and analytics related to your current campaign, allowing you to review its effectiveness and performance.
Loading screenshot…100%Click the Actions button
Clicking the 'Actions' button reveals a menu of available operations related to managing your campaigns, such as editing or deleting selected items.
Loading screenshot…100%Click Set as default
Select this option to designate the current settings or parameters as the default for future use in the Campaign Performance dashboard.
Loading screenshot…100%Click the Set as default button
This action will designate the current dashboard as your default, so it will appear each time you access your report dashboards.
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