1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. Enable Sales Dashboard Personalization

Enable Sales Dashboard Personalization

Here's how to make it possible for users to configure their own sales dashboard versions using the content provided by administrators and visualizations they themselves created in Express Reports.

Note: A video on Oracle Customer Connect summarizes this setup and runtime functionality.
  1. Open the Sales Dashboard version where you want to enable editing.
  2. Click Settings and Actions > Edit Page in Visual Builder Studio.
  3. In VB Studio, select the App UIs tab.
  4. On the Page Designer subtab, click Components.
  5. On the Properties tab on the right, click Constants.Partial screenshot of the Page Designer Components Properties in VB Studio, highlighting the Constants tab and allowPersonalization selection
  6. Click allowPersonalization and set to true.
  7. Click dynamicDashboard and set to true.

  8. You can now click Preview and use the Edit Page Layout button to personalize the sales dashboard.

    Preview and Publish buttons in the toolbar
  9. Publish to enable the personalization.