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Creating a New Siebel Intelligence Dashboard

The following procedure provides the steps to create a new, empty Siebel Intelligence Dashboard. Dashboard creation is reserved for users with the appropriate permissions and responsibilities.

To create a new, empty dashboard

  1. Log in to Siebel Analytics and access Siebel Analytics Administration.

    The Siebel Analytics Administration page appears.

  2. In the Activities section, click the following link:

    Manage Intelligence Dashboards

    The Manage Dashboards page appears.

  3. Click the following link at the bottom of the page:

    Create a new Intelligence Dashboard

  4. At the Create Dashboard page, enter a location and name for the dashboard, and the name of the user or group that can modify the dashboard.
  5. Exit Siebel Analytics Administration and return to Siebel Intelligence Dashboards.

    The name of the new dashboard appears at the top of the screen.

    NOTE:  Newly-created dashboards contain one blank page. Dashboards that contain only one page do not display the page name as a tab at the top of the dashboard. Dashboard page names appear at the top of a dashboard only when the dashboard contains multiple pages.

  6. Click the name of the new dashboard.

    An empty dashboard page appears.

  7. To add content to the dashboard, click either of the following links:
    • Click here to add content
    • Edit Dashboard

      The Dashboard Editor appears.

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