Creating dashboards

A dashboard in a CRM system is a summarized view of a custom CRM report. It provides real-time analysis of the activities performed by users in addition to analysis of how the business development function of a business is performing.

There are two ways to create a dashboard: from an existing report and/or by using the Quick Chart tool. Let's explore the first method—creating a dashboard from an existing report.

Creating a dashboard from a report

There are two scenarios in which you will need to create a dashboard from a report—firstly, if you want your dashboard to be located within the Dashboard/Analytics module alongside other dashboards, and secondly, if you cannot create a chart using the Quick Chart tool so must first create a report, followed by a chart (for example, a summary of notes).

You can create a dashboard from a report in the following way:

1. From the CRM Home page, navigate to the Dashboards or Analytics module...