Dashboard Customize Tool

1. Window Map
2. Creating a Dashboard

Window Map

The Dashboard Customize Tool window is used to customize the dashboards. From this window you can add new dashboards, or edit and delete existing dashboards.

Buttons

Insert Buttons

The chart buttons are located in the upper left corner of the window. They appear as small icons. There are 4 of them each having their own function as defined below. If you hover with your mouse over the icon, each will give a pop up defining their action.

• Insert New Label: Use this button to insert a read only text field that is very useful for creating titles for your dashboards. You can edit the text by right clicking on the field and opening the properties dialog. The label can simply be dragged anywhere on the screen.
• Insert New Table: Select this button to add another dashboard in the form of a table. You can insert either a detail table or a summary table.
• Insert New Chart: Press this button to add a new dashboard in the form of a chart. There are 4 types of charts you may choose from, Pie, Bar, Line, and Area charts.
• Delete Component: Select this button to delete a dashboard. The button will be disabled until select one of the dashboard, then it becomes enabled.
• Insert Daily Activities: Use this button to insert a Daily Activities Component. This component allows the user to perform many of the tasks done in the Daily Activities window without leaving the Dashboard.
• Insert Account Summary List: Use this button to insert a listing component that will display all the Account Summaries that the user has opened.
• Insert Contact Summary List: Use this button to insert a listing component that will display all the Contact Summaries that the user has opened.
• Insert Account Search: Use this button to insert an Account Search component. This will allow the user to search for accounts from the Dashboard.
• Insert Contact Search: Use this button to insert a Contact Search component. This will allow the user to search for contacts from the Dashboard.
• Insert RSS Component: Use this button to insert an RSS feed component.

Push Buttons

OK: Press this button to save changes made in the Customize window.

Cancel: Press this button to cancel any changes made in the Customize window and close the window.

Help: Select this button to access online help documentation.

Creating a Dashboard Example

In the following example we are going to generate a pie chart that will display the year to date sales of our top 5 accounts.

1. From the Main Desktop menu, select Reports, then Dashboards from the drop-down menu, and then Manage Dashboards from the sub-menu.

   

2. In the Dashboard Manager window, select the Add button.

   

3. When the Create a New Activity dialog opens, select a name for the dashboard and press OK.

   Note: After step 3 the administrator users will select a location to save the Dashboard when the Save As dialog appears.

   

4. In the Customize Tool window, select the Insert New Chart icon.

   

5. Select the custom report that is to be used for the dashboard and press Next.

   

6. Next select the chart type and press Next. For our example we are using a pie chart with a three dimensional effect.

   

7. Our custom report we used contains two data items, Account Name , and Sales YTD. Enter the Account Name item into the category box, and the Sales YTD into the summary box, and select finish .

   

8. The following chart will appear in the Customize Tool window. This is not the chart that you will see in the dashboard. This chart is displayed so you may drag and position it in the place of your choice with in the window. Grab the positioning bar and drag it to the right to extend the length of the dashboard.

   

9. When you are done positioning the dashboard it should look like the example below. Press the OK button.

   

10. The completed dashboard will appear as seen below.