1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. Personalize Your Sales Dashboard

Personalize Your Sales Dashboard

You can add, remove, and rearrange content to create your own personal dashboard. You can add content provided by administrators as well as visualizations that you created using the Express Reports tool.

When you personalize the sales dashboard, that personalization is available only to you. You can't share it.

Click the Edit Page Layout button to open the editing mode.

Sales dashboard with the Edit Page Layout button highlighted.

Use the Library pane to add content. To move an remover items, hover over them and use the controls.

Library Pane Functions

Callout Feature Description
1 Use the Actions menu to restore the original dashboard.
2 Search for content.
3 The KPI filter displays the content available to create the top of a tab. The Visualizations filter lists the content you can add to the tab itself.
4 Drag items into place using the handles.
Sales Dashboard Editing mode

Create Tabs

You can create your own tabs. Here's how:

  1. In the Library pane, click KPI to view the available KPIs that you can use for the top of your tab.

  2. Drag one of the items next to one of the existing tabs on the sales dashboard.Library showing how to drag a KPI to the dashboard
  3. You're now ready to add content.

Add Content to an Existing Tab

You can have maximum of 5 items in a tab. You can add:

  • Charts and tables created by administrators in the Visualization Configuration tool.
  • Express Reports that you've created and those shared with you by an administrator.
Important: The library includes all available visualizations and express reports. Some may not be applicable for your role in the organization. You may not have permission to view the data in some charts, for example.
Here's how to add content:
  1. In the Library tab, click the Visualizations button.
  2. Search for what you want to add in the library.
  3. Use the handles to drag the item into place on the dashboard.

Move and Remove Content

  • To move an item, hover over it and drag using the handle.

  • To remove an item, hover over it and click Actions > Remove

    Drag and remove actions in the UI

Restoring the Default Dashboard

You can restore the original dashboard, by clicking Actions > Restore Defaults (the button at the top of the page).