Dashboard Setup
Customize the high-level graphical overview of business metrics.
| Step | Action | Description |
|---|---|---|
| 1. Access Customization | Enter Edit Mode | Click 'Edit Dashboard' or 'Customize' on the main dashboard. |
| 2. Add Widgets | Select New Metric | Choose KPIs to display (e.g., Average Time to Complete, Open vs. Closed). |
| 3. Configure Widgets | Set Display Parameters | Set data source, filters, and visualization type for each widget. |
| 4. Arrange Layout | Drag, Resize, & Organize | Place widgets, resize and group for optimal viewing. |
| 5. Save Changes | Finalize Custom View | Save and exit edit mode to apply your personalized dashboard. |