How to Set Up Multiple Dashboards

Understanding Dashboard Capabilities

Dashboards are flexible interfaces designed to provide quick access to and analysis of various data sets. They can be customized to showcase particular metrics, such as contact volumes, sales performance, or the success of marketing campaigns.

• Primary Dashboard: This is the main interface that appears when you log into your account, offering a snapshot of essential data and metrics.

Steps to Create Multiple Dashboards

Adding a New Dashboard

To begin setting up multiple dashboards, follow these steps:

1. Create a New Dashboard: Navigate to the Dashboard section and select the option to add a new dashboard.

2. Naming and Permissions: You will be prompted to assign a name to the dashboard and set visibility permissions, such as who can view and edit it.

3. Finalizing Setup: After configuring permissions, click the "Confirm" button to complete the setup.

Customizing Your Dashboard

Once your dashboard is created, you can tailor it by adding widgets that display different types of data, such as contact statistics or performance indicators. Choose the widget that fits your needs and adjust its settings accordingly.

Adjusting and Saving Your Dashboard

Organize and modify the widgets as necessary to ensure the dashboard effectively presents your data. Don’t forget to save your changes to maintain the desired layout.

Useful Tips and Common Issues

• Dashboard Naming: Use clear and descriptive names for your dashboards based on their content or purpose, making it easier to switch between them.

• Pinning Dashboards: For quick access, pin your most-used dashboards to the top of the dashboard section.

• Widget Display Issues: If a widget shows "no data," double-check that the data source is correctly linked and that relevant data exists for the widget to display.

Frequently Asked Questions (FAQs)

Q: What are dashboards, and how do they work?
A: Dashboards are customizable tools that allow users to quickly access and interpret various data types. They can be configured to show specific metrics like contact volumes, sales figures, or campaign results.

Q: What is the Primary Dashboard?
A: The Primary Dashboard is the main interface you see when logging into your account. It gives an overview of crucial data and metrics related to your activities.

Q: What should I do if a widget displays "no data"?
A: Ensure that the widget's data source is correctly set up and that there is available data for the widget to present.