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Overview
The sales dashboard is a central place to view how your sales deals and pipelines are performing.
Finding the dashboard
You can find all your dashboards from the menu on the left side of your screen.
If you do not see the Sales Dashboard upon entering the Dashboard screen, you can use the drop down menu in the top left to select Sales.
Top Menu
These four buttons allow you to adjust the display of the Sales Dashboard
This button allows you to save or load different view setups of the Sales Dashboard.
This button brings up the settings for all Sales Dashboard Reports. Changing any of the options will set it as the default, however every option for the reports can be individually setup by clicking the same button down arrow in the top right corner of the a report and selecting Settings.
This button allows you to turn on or off the individual sales reports that are displayed.
