Create a new dashboard
In the Dashboard screen you can have multiple dashboard tabs to display any number of charts and statistics. When you create your own dashboard, you can also choose whether you want to share it with others.
Create new dashboard tab
Watch this video or follow the steps below to learn how to add new dashboard tabs to SuperOffice CRM (video length – 4:29):
Open the Dashboard screen.
Click the Task button and select Create a new dashboard.
In the dialog, enter the name of the dashboard. This becomes the name of the dashboard tab.
Enter a description of the dashboard. The description is displayed at the top of the dashboard.
Tip
You can also add the name and description in other languages by clicking
.Select the theme of the dashboard in the Theme list.
Select the number of columns to use for the dashboard, in the Columns field.
In the Visible for field, specify who should see this tile. By default, the dashboard is visible only to you. If you have additional functional rights, you can make the dashboard visible/accessible for one or more user groups, or individual users.
Use the Pin to function to always show this dashboard for selected users. You can use this function for all users or for selected user groups or users. Using this function requires functional rights.
Click Save.
The new dashboard opens, containing no tiles.
On the right side of the new dashboard, the Add tile / Edit layout section is displayed. You can now start adding tiles to the dashboard.
There is a lot of standard tiles to choose from in the library, but you can also create your own, either based on an existing tile or start with clean sheets.
