Dashboards give you real-time, holistic visibility of your business; they show you selected reports in an easy to reach and digest layout.

A Dashboard is a collection of Dashboard items. Dashboards can be used for:

• Territory reviews;

• Management reporting;

• Tracking the 'health' of the business.

A Dashboard item is a view of a Report or Chart that provides an easy-to-see snapshot of the contents. Dashboard items can only be created once a Report or has been produced and can be displayed either graphically as a chart or as a synopsis of the Report.

Dashboard items can only include Reports that you have access to. By default Dashboards are created as private but you can share them with other Workbooks Users by changing the Sharing Permissions, if required.

You can pin your most used Dashboard to your Desktop so that it opens automatically when you login and create a default view that appears when you open the Landing Page. By 'refreshing' it you can also ensure that the Dashboard is as up-to-date as it can be.

NOTE: if you base a Dashboard on a report with a custom field that no longer exists you won't be able to view the Dashboard properly unitl you delete the offending column from the report.