Dashboard Setup

Dashboard Setup refers to the process of creating and organizing a dashboard, which is a visual interface used to display key information, data, or metrics in a clear and easily digestible format.

Setup Dashboard

1. Sign in to AgentFront CRM.
2. From the top menu, choose Setup.
3. Select Dashboard Setup from left side panel.

   

4. The Dashboard Setup page will open, displaying existing Dashboards.
5. There is an Add button above the Action Column on the right panel to add new Dashboard.
6. There are options to Manage (), Assign/Share () and Edit () the existing Dashboard under the Action column.

   

View Dashboard

1. Select Dashboard from the top menu.
2. Select the Dashboard from the right side Select Dashboard option.

   

Add new Dashboard:

1. Click on Add button to add new Dashboard.

   

2. The Add Dashboard window will open, allowing the user to enter the required details to create a new Dashboard.
   • Dashboard Name: Enter the clear, descriptive name. This is what users will see under the Cases tab. This is a mandatory field. Maximum length of this field is 50 characters.
   • Description: Optional explanation of the Dashboard’s description. This is a mandatory field. Maximum length of this field is 500 characters.
   • Status: Select status from Active or Inactive options. This is a mandatory field.
   • Usage: Select usage from Public or Private options.
3. Click Save button. The Dashboard is now listed and ready to use.

   

Manage Dashboard Setup:

1. Click Manage () icon from the Action Column for the Dashboard you want to Manage details of Dashboard.

   

2. A new page will open with all details of Dashboard.
3. The user can manage Widgets and Charts from here.  Click on Back button to go to the last page.

   

Assign/Share Dashboard:

1. Click on the Assign/Share () icon from the Action column to share the Dashboard with another user.

   

2. A new pop-up will appear named – Assign Users.
3. Search for the user with whom the dashboard needs to share with.
4. Select the user from the drop down.
5. Click on add button to add the user.

   

Edit Dashboard Setup:

1. To update the existing Dashboard from the available list, Click on Edit () icon from Action Column for the Dashboard you want to edit/change.

   

2. Clicking Edit ( ) icon will open the selected Dashboard in edit mode with title Edit Dashboard.
3. Update the required details and click Save.