- Displaying & Adding Dashboards
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Dashboards show you a snapshot of selected Reports. To see the full Report click on the cog symbol at the top right-hand side of each Report or Chart.
- Identifying Favourite Reports
- Creating a Report to show the revenue per Order for specific Products
- Reporting on the Organisations related to Opportunities
- Using a conditional average formula
- Identifying Customers who have stopped spending with you.
- Configuring a Dispatch Address using a Dynamic Picklist
In common with other Landing Pages you'll now see My Dashboards, which are ones you've created and All Dashboards, which lists all those to which you have access. Click on the name of the Dashboard you want to view and it will be displayed on the right.
Click on Start > Dashboards to open the Dashboards landing page. Click on New Dashboard. Enter a name for the Dashboard and apply your chosen layout using the dropdown menu next to Column Layout. Then click Create Dashboard.
You can add any Report or Chart to your Dashboard using the dropdown picklist next to Select an item to add to the dashboard. If you want to give the item a different name when you see it on your Dashboard, enter a name in the Title in the dashboard (if different) field.
NOTE: You can change the appearance of your Dashboard by dragging and dropping individual items to new parts of the screen.
By default, Dashboards are private to the User who created them. To share a Dashboard with other Users click on the Sharing Permissions padlock where you can grant access to other Users or User Groups.
Quick Access to your Favourite Dashboard(s)
The main reason for creating Dashboards is to give you a quick view of what's going on in your business so it's highly likely that you'll want to have quick access to your most frequently used Dashboard(s). Within the Dashboards Landing Page you can create a view and make it the default view that appears when you open the Landing Page. In addition you can pin one or more Dashboards to your Workbooks Desktop so they appear automatically when you first login.
To create a default Dashboard, first filter your Dashboards to identify the one(s) you want to make a default and save the view with a name. Open that view by clicking on its name in the left-hand column. Click the View icon and choose Set as My Default View.
Open the Dashboard that you want to appear on your Desktop and click the pushpin symbol. The next time you login, this Dashboard will automatically open. Remember, the Dashboard will open in the position on the Desktop and at the size it was when you pinned it.