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Tracking your business with AI-infused dashboards

This module is for anyone who want to learn about the Pega Sales Automation™ dashboard.

Pega Sales Automation™ provides default dashboards for each of the personas: sales representative, sales managers, and sales operations. In this module, you learn about dashboard widgets, how you can configure the default dashboards, and how to and personalize your own dashboard.

What you'll learn

By the end of this course, you will be able to successfully:

  • Leverage default dashboard widgets and reports
  • Personalize the application dashboards

Course Outline

  1. Tracking your business with AI-infused dashboards

    • Before you begin
    • Tell me about dashboard widgets
    • Show me how to personalize a dashboard
    • Let me personalize the manager dashboard
    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    35 minutes

  • Platform Version

    8.2

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