Manage your Dashboard | Documentation for SalesScreen

Manage your Dashboard

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

10 articles in this collection
Written by Espen Bjørkeng, Kristoffer Øseth, and Lars Smørås Høysæter

Get Started

How can I get started with my Dashboard?

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

Written by Kristoffer Øseth
Updated over a week ago

How do I manage boards and widgets?

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

Written by Lars Smørås Høysæter
Updated over a week ago

How do I create a board?

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

Written by Lars Smørås Høysæter
Updated over a week ago

How do I create a board for mobile widgets?

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

Written by Espen Bjørkeng
Updated over a week ago

How do I create a new widget?

Create a new widget to visualize your important data

Written by Kristoffer Øseth
Updated over a week ago

How do I create a mobile widget?

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

Written by Espen Bjørkeng
Updated over a week ago

How Tos

How do I edit a board?

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

Written by Lars Smørås Høysæter
Updated over a week ago

How do I rearrange widgets?

Customize the look of your dashboard by rearranging your widgets

Written by Kristoffer Øseth
Updated over a week ago

How do I resize a widget?

Customize the look of your dashboard by resizing your widgets

Written by Kristoffer Øseth
Updated over a week ago

How do I delete a board?

Delete a board to completely remove it from your dashboard

Written by Kristoffer Øseth
Updated over a week ago