CUSTOMIZE YOUR DASHBOARD

It's worth taking the time to customize

Most people find that it's worth the time it takes to customize their dashboard, because it gives them a real-time overview of the items in the system which are most relevant and important to them.

How to customize

  1. Click on Dashboards at the top of the screen.

See Dashboard up there in the blue?

  1. Click on NEW in the ribbon menu

Click new in the ribbon

  1. Select the dashboard layout you want and select Create at the bottom of the screen. (Don't worry - if you decide you don't like this layout, or want to change the information in it, you can do that at any time.)

This will appear as a pop-up on your screen.

  1. Give your dashboard a descriptive name (like "Bob's first dashboard").

  2. Now you can start adding components to your dashboard. Again, feel free to play around with this - dashboards don't have to be forever.

You'll see something like this on your screen:

What you'd see if you chose the 4-element regular dashboard.

In the middle of each box, you'll see 4 small gray icons. These represent the different elements you can add to your dashboard: Chart, List, iFrame and Web Resource.

Adding charts

Charts are graphic representations of different types of information stored in Premiere CRM.

Clicking on the Chart icon will give you a pop-up window from where you can choose from a variety of information to include in your dashboard:

Componennt dropdown menu

(Remember, depending on your role, you may see a different assortment of items in the dropdown list.)

Select the chart you'd like to add, then click Add at the bottom of the pop-up window.

ADDING LISTS

Lists are simply a summary of specific data that is useful to you, displayed on your screen. Add them the same way you'd add Charts.