Instant Dashboard Insights
Building your dashboard can become overwhelming when you need specific widgets. So, to make things easier for you, we’ve added the ability to add widgets directly from their related page. Let’s check it out!
⭐️Why Is This Feature Beneficial To Your Company?
Streamlined Building: Add relevant dashboard widgets directly from key pages like Opportunities, Appointment Reports, and Call Reports. Helping you improve your dashboard creation.
Improved Insights: Enjoy the streamlined process, no more jumping around to edit your dashboard. Now, you can simply select the widgets from the information you need to be displayed.
Minimized Confusion: Add your widgets with full confidence. No more back-and-forth to verify your choice, ensuring efficiency when building your dashboard from the beginning.
⭐️How To Use Instant Dashboard Insights?
First, navigate to a key section (such as opportunities) and click the three-dot icon at the top right corner.
Select Dashboard insights from the options.
Select the dashboard from the drop-down menu, select the widgets you want to add, then click “Confirm & Add.”
You can continue working on the section or click View Dashboard to be redirected to your dashboard for editing.
This makes it easier to create and update your dashboards, leading to tailored insights that help you make business decisions based on facts. We hope you enjoy it!
