SalesScreen provides a powerful toolbox for creating your own personal dashboard. There are many ways you can customize the dashboard, but this article should help you get started and follow best practices.

An example company "Demo Bank" is used throughout this article to help you relate to your own company.
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Step 1 - Figure out how many boards you need
​How divided is your company regarding user activities? The more divided you are, the more boards you should configure.

Demo Bank creates 3 boards given their diversity of employees. Their sales leaders are focusing on data for their teams and company. Regular sellers focus on themselves and how they do compared to their colleagues in their team.

The setup looks like this.

Now it's your turn. Go ahead and create the number of boards that you feel is necessary. Don't worry about the other settings just yet. Start simple and enter the title of each board, pick a suitable icon and click on Add Board.

Step 2 - Configure board access
​Configure the access of the board if you want to restrict / hide the data from a group of employees because the data is confidential or not relevant for the group. If you want every employee to access everything, skip this step.

Demo Bank wants to restrict the regular sellers from certain data. The regular sellers should have access to the Personal and Team dashboard. The sales leaders should have additional access to the Total board.

This is a simple configuration under the board access section, Access Level. The Personal and Team board remains unchanged. The Total board will have administrator access level.
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The dashboard will look like this
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for the sales rep:

for the sales leaders:

Go ahead and try it out. Simply toggle the Access Level under Board Access and click on Save Changes. You can also toggle the access for a specific team if needed.

Step 3 - Configure default period
​Companies are different on the periods they measure on. Some measure monthly, weekly, yearly or a combination. You will always have the possibility to change the period on the dashboard at any time with the filter, but setting a default period is highly recommended.  

Regular sellers have a weekly budget so the default period on the Personal board is set to Current Week. The sales leaders measure their team and office data on a monthly basis, to they set the Team board period to Current Month. 

The default period can be set under the general settings of the board. Try it out for yourself and remember to click on Save Changes when you are done. 

Step 4 - Configure filters
​Filters are used to quickly find the data you are looking for. Configuring filters can also be used to restrict users from certain data. 

Demo Bank wants the regular sellers to only see their own data on the Personal board. This can be done by enabling Show current user's data by default. If Seller A looks at the Personal board, he / she will only see his / her data. They also want to disable the possibility to filter on anything else except the period, so they disable user-, team-, and activity filter. 

In the Team board, the sales leaders wants to toggle between their teams and products. The users are not relevant here, so they disable the user filter and enable the team- and activity filter.

The Total board should have the all the filters enabled, because this board should contain top sellers, top teams and top activities.

Go ahead and try it out. You can see how the filter panel will look like by toggling these filters.

Step 5 - Create widgets
This part is a bit more time consuming, but with our new create wizard you should find what you are looking for. Have a look at this guide to continue configuring your dashboard.
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