How to Configure your CRM Dashboard

In your CRM Dashboard, you will see the 'Configure your Dashboard' link. Click that link to add Dashlets to your Dashboard.

A dashlet is simply a CRM Report that you set to be displayable on the CRM dashboard. 

To configure a Report to be available as a Dashlet

  • Navigate to your report
  • Click the 'Access' tab
  • Click the 'Available for Dashboard' checkbox
  • Save