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 tabs to your personal sales dashboard with your own content. You can include content provided by administrators as well as visualizations that you created using the Express Reports tool.

Important: You can only edit and add content to the tabs that you added yourself. You can't remove or edit tabs added by administrators using Visual Builder Studio.

Your 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 and remove 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

Add Tabs for Your Content

You must add a tab before you can add the tab content.

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

  2. If you have sales administrator privileges and don't see a KPI that suits your needs, then you can create one of your own. For details, see the topic.Create a Chart or a KPI from a Prompt
  3. Drag one of the KPI next to one of the existing tabs on the sales dashboard.Library showing how to drag a KPI to the dashboard
  4. You're now ready to add content.

Add Content to Your Tab

You can add content only to tabs that you added yourself. 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.
  • Charts that you created by entering prompts in the Ask Oracle bar and saved in the library (available to sales administrators only).
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.
  4. If you have sales administrator privileges and don't see a chart that suits your needs, then you can create one of your own. For details, see the topic Create a Chart or a KPI from a Prompt.

Move and Remove Content

You can only edit content that you've added.

  • 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).