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Create Dashboards

Dashboards provide users with a way to display important data all in one place. System Dashboards can be created in customizations/unmanaged solutions for all users to access, or you can create a personal dashboard which will only be accessible to you and anyone you share it with.

1. To create a system dashboard, in the Solution Select Dashboards and then click New

To create a system dashboard, in the Solution Select Dashboards and then click New

2. To create a personal dashboard, go to Workplace  > Dashboards and then click New

To create a personal dashboard, go to Workplace  > Dashboards and then click New

3. Select your dashboard layout and click Create

Select your dashboard layout and click Create

3-Column Regular Dashboard

  • placeholders for six components
  • two rows of three columns in a grid format
  • one section container

3-Column Focused Dashboard

  • placeholders for five components
  • one section container

4-Column Overview Dashboard

  • placeholders for four small components in the first row
  • placeholder for one large component in the second row
  • two section containers

2-Column Regular Dashboard

  • placeholders for four components
  • two rows of two columns in a grid format
  • one section container

3-Column Overview Dashboard

  • placeholders for three small components in the first row
  • placeholder for one large component in the second row
  • two section containers

3-Column Focused Dashboard

  • placeholders for five components
  • one section container
  • first column designed for a large vertical chart

4. Name the Dashboard

5. Click the area to add content into the chart area. The content can be a chart, list, iFrame or web resource

The most commonly used are list and chart.

Click the area to add content into the chart area. The content can be a chart, list, iFrame or web resource
  • Chart: A chart allows the user to graphically present data from a CRM view as a Pie, Vertical Bar, Horizontal Bar, Funnel or Line graph. Available charts will include those already created as part of the solution and personal charts if the dashboard is a personal dashboard.
  • List: A list allows the user to display the data from a CRM view (A. Different views from different entities can be displayed in a single area. Available views will include those already created as part of the solution and personal views if the dashboard is a personal dashboard.
  • iFrame: Allows the user to insert external websites or web applications into the dashboard. An iFrame can be used to embed a dashboard within a dashboard. 
  • Web Resource: Allows the user to insert static web content. This includes web page (HTML), images (JPG, PNG, GIF, ICO), and Silverlight (XAP). This differs from an iFrame because the web content is updated into the CRM database as a web resource before being invoked into the dashboard.

5.1. Example: Adding a list

To add a list, click Insert List

In the window that opens, select the Record Type (entity) and the View (advanced find) and click Add.

6. Save the Dashboard

7. For a system Dashboard make sure to Publish your changes to make it available to everyone

If you make updates to a system dashboard you will also need to publish changes so that everyone sees the updated version.

8. If you want to make changes to or share personal dashboard you can do so with menu options in the toolbar of the dashboard itself

Note that if you share a personal dashboard with another User(s), any personal Views used in the Dashboard will also need to be shared with that User(s).

If you want to make changes to or share personal dashboard you can do so with menu options in the toolbar of the dashboard itself