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Create a graphical dashboard

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“For a better understanding, we will take the example of creating a marketing dashboard here. Note that you can customize the fields to match your own business.”

Executive license holders can create a new graphical dashboard by going to the “Reports” tab, then “New Dashboard”.

Enter the name of the dashboard and select “graphical dashboard” in the drop-down menu of the window

Find your graphical dashboard in the drop-down menu of the “Reports” tab.

To add graphics, press the “new block” button. Choose the custom fields and the name of your chart.

To create different charts, use the dashboard settings.

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