Building Multiple Dashboards

Getting to Know Dashboards

Before you begin crafting new dashboards, it’s crucial to grasp their role within your CRM. Dashboards serve as personalized interfaces that allow you to monitor and assess a variety of data at a glance. They are adaptable to display information tailored to specific objectives, such as tracking contact numbers, sales performance, or campaign outcomes.

• Primary Dashboard: This is the main screen you see when you log into your account, offering a summary of critical metrics and data.

• Subaccount Dashboards: Found within individual subaccounts, these dashboards provide a more targeted view of data specific to that account or client.

Steps to Create Multiple Dashboards

To start building multiple dashboards, follow these instructions:

1. Switch to the Desired Subaccount: Begin by navigating to the subaccount where you intend to create a new dashboard. Note that multiple dashboards cannot be created within the main agency dashboard.

2. Enter the Dashboard Section: Within the chosen subaccount, find and select the dashboard section.

3. Initiate a New Dashboard: Click on the option to create a new dashboard. You will be asked to name your dashboard and determine visibility settings, such as who can view or edit it.

4. Personalize Your Dashboard: Once your new dashboard is set up, start personalizing it by adding widgets. Widgets can present various types of data, including contact statistics or performance graphs. Select the widget type and adjust its settings to fit your requirements.

5. Modify and Save Your Layout: After arranging your widgets, you can modify the layout to your preference and save your changes. This ensures your dashboard reflects the data exactly as you intend.

Helpful Hints and Solutions

• Naming Conventions: Give your dashboards clear and descriptive names based on their content or purpose to facilitate easy navigation.

• Dashboard Pinning: Pin the dashboards you use most often to the top of the dashboard section for quicker access.

• Data Issues: If a widget displays “no data,” verify that the data source is set up correctly and that there is relevant data available to display.

Common Questions

• What are dashboards, and how do they operate? Dashboards are flexible interfaces that allow users to efficiently view and analyze various data types. They can be customized to show specific metrics like contact volumes, sales data, or campaign performance.

• What is the Main Dashboard? The Main Dashboard is the default interface visible when you first log into your account, providing a summary of key metrics and information pertinent to your activities.

• What should I do if a widget shows “no data”?

  • Check the Data Source: Ensure the widget’s data source is configured correctly.

  • Verify Data Availability: Make sure there is relevant data that the widget can display.

• Is it possible to duplicate dashboards in different subaccounts? Yes, you can replicate or clone dashboards across subaccounts, which helps maintain consistency across different clients or projects.