![]() ![]() Here’s an interactive tutorial ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **ġ. If you’re happy with the result, click Done. After all components are placed on the canvas, click Save.ģ3. This time, let’s click Stacked Horizontal Bar Chart.ģ0. Once the components are resized and placed to your liking, click Add Component.Ģ9. For this one we’re keeping the bar chart, but let’s click X next to Opportunity Owner.Ģ3. Click Add Component to add the next widget.Ģ2. Let’s resize the component by dragging the corner.ġ9. Click Footer if you’d also like to include one.ġ8. Scroll down and click Title, as we’ll change it to something else.ġ6. Since the first requirement is to show the Amount, click Metric Chart.ġ4. Click the report you want to use as a source.ġ3. Now that the Dashboard is created and stored in the right folder, it’s time to add the widgets. You need to enter a Folder Label only, as the unique name will be automatically completed. If none of the existing folders is suitable for this Dashboard, click New Folder.ħ. Click Select Folder to choose a different one.Ħ. Private Dashboards will be the default folder when creating Dashboards. ![]() Type “Sales Manager Overview” for the Dashboard Name.ĥ. Starting from any page, locate the Dashboards tab on the Navigation bar and click on it.ģ.
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