SalesScreen

Everything you need to know about dashboard and widget filtering

FAQ: Dashboard + Widget Filtering

Brittney Moseley

Lars Smørås Høysæter

Caroline Ingrud

Series of guides for Company Administrators to customize all aspects of your company's Dashboard to highlight KPIs, trends and metrics that matter.

Manage your Dashboard

Learn how you can create your best possible dashboard and follow best practices

How can I get started with my Dashboard?

Learn how to manage boards and widgets to provide valuable statistical insights in your company

How do I manage boards and widgets?

Create a Board where you can add widgets that provide insigthful data to your company

How do I create a board?

Create a Board where you can add widgets you can find in the mobile application

How do I create a board for mobile widgets?

Create a new mobile widget to visualize important data in the mobile application

How do I create a mobile widget?

How do I use the Dashboard Widget create forms?

Get Started

Edit an existing board to change its general, privacy and filtering settings

How do I edit a board?

Customize the look of your dashboard by rearranging your widgets

How do I rearrange widgets?

Customize the look of your dashboard by resizing your widgets

How do I resize a widget?

Delete a board to completely remove it from your dashboard

How do I delete a board?

Embed dashboard

Kristoffer Øseth

Hallvard Jore

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