Create dashboards so each team can keep track of key metrics and progress in their dedicated space. Or, customize your existing dashboards.

Here’s what we cover in this article:

• Before you begin
• Accessing dashboards
• Adding dashboards
• Editing dashboards
• Deleting dashboards

Before you begin

Familiarize yourself with the existing dashboards in your ChartMogul account.

Accessing dashboards

Navigate to Dashboard to see all available dashboards listed as tabs. Click the tabs to switch between dashboards. Drag the tabs around to change their order.

Adding dashboards

1. Navigate to Dashboard.
2. Click Add Dashboard.
   
3. Enter the Name of your dashboard.
4. Under Available for, select who can access your dashboard: Just me, Users with a CRM seat, or Entire team.
5. Click Add to create your dashboard.
   

Editing dashboards

To rename a dashboard or change its visibility:

1. Switch to the dashboard you want to edit.
2. Click the Settings   icon next to the dashboard’s name.
3. Select Dashboard settings.
   
4. Adjust the dashboard’s Name or change its visibility under Available for.
5. Click Update for your changes to take effect.
   

Deleting dashboards

To delete a dashboard:

1. Switch to the dashboard you want to delete.
2. Click the Settings   icon next to the dashboard’s name.
3. Select Delete dashboard.
   
4. Confirm by clicking OK.

Next Steps

• Customize your dashboards by creating, editing, rearranging, and removing reports.
• Start using ChartMogul as a CRM.