Customize your dashboard

You can tailor each dashboard to focus on the information most relevant to you. Choose from pre-defined tiles, or create your own to visualize activities, customer segments, product trends, project updates, or sales results.

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Edit dashboard settings

You can update the name, description, layout, or visibility of an existing dashboard.

1. Open the Dashboard screen.
2. Select the dashboard you want to edit.
3. Click the Task button () and select Edit dashboard details.
4. Make your changes:
   • Change the name or description
   • Select a different theme
   • Adjust the number of columns
   • If you have the required functional rights, update Visible for and Pin to settings
5. Click Save.

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Transfer ownership

As the owner or an administrator, you can transfer ownership of a dashboard to another user.

1. Click the Task button () and select Edit dashboard details.
2. In Owner, select the new owner.
3. Click Save.

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Edit tiles and layout

To add, edit, move, or remove tiles:

1. Open the dashboard.
2. Click and choose Edit dashboard tiles.
3. Follow these steps to manage tiles.

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Delete a dashboard

Only the owner of a dashboard, a general administrator, or a dashboard administrator can delete a dashboard.

1. Open the Dashboard screen.
2. Select the dashboard you want to remove.
3. Click and select Delete this dashboard.
4. Click OK to confirm.