Personalizing a dashboard

Customize your dashboard to personalize the workspace in your application. Dashboards are supported by a template with a set of widgets.

Users with the sales operations role can update the default dashboards for the sales managers, sales representatives, and sales operations using the Tools icon in the left navigation panel.

Sales managers and sales representatives can personalize their own dashboards but are not able to share changes to their dashboard with other users. Once a user personalizes their dashboard, that user no longer sees any changes to the default dashboard.

To personalize your dashboard, follow these steps:

1. Switch template
2. Add widgets to each slot of the template
3. Configure widgets
4. Publish changes

Switch template

1. On the left, from the Explorer panel, select Dashboard
2. From the top right, click the Gear icon to edit the dashboard.
3. From the Edit dashboard panel, click Switch template to change the template.
    
   
4. Select the template you want to use.
    
   

Add widgets to the slots in your template

1. From Edit dashboard panel, click Add widget(s) to add a widget to a slot.
   
2. From the Add widgets to slot form, select the image of the widget you want to use.
3. Click Add selected to save your selection.
    
   
4. Drag and drop the widget to position it in the desired slot. Orange guide markers show you where the widget can be dropped.

5. To add more widgets, repeat steps 1-4.

Configure widgets

1. Select the widget to determine if there are additional options to configure. When configuration options are available, the options are displayed in the Edit widget area. For example, you can select the report to display in the Report widget.
2. From the bottom of the Edit widget form, click Preview to preview your changes or Save to persist the changes.
   

Publish your changes

1. Click Publish to access group to publish the dashboard to the intended audience. This option is only available to Sales Operations users.