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1. Dashboards can help display your day to day actions within the system. This will update and track items in real time. 2. For example, I can click on New Jobs and see the details of what was done...
This lesson explains how to Clone an existing Dashboard First find the dashboard you would like to clone, hover over home and click on “My Dashboards” and then select the dashboard you ...
This lesson explains how to view a Dashboard and Share it with your Colleagues If your dashboard has already been created, go to the right side of the page and click on the blue “...
This lesson shows you how to filter Dashboards Filters can be added to Dashboards to alter the data accordingly within the view. When you are in a Dashboard view which you need to alter the inform...
This lesson explains how to save a Dashboard once a new one is created, or if you have edited an existing one Once you have added all of the required content to your Dashboard, hit 'Save' in the...
This lesson explains how to create a New Dashboard Hover over the home tab and click on “Create a New Dashboard. From here its going to take you to blank screen where you can add different p...
This lesson shows you how to view existing Dashboards To view your existing Dashboards, hover over the Home tab and in the list, you will see 'my Dashboards' with a list below and 'Shared Dashboard...
1. User targets are set per user under Tools & Settings. Click on your name. 2. Click "Tools & Settings" 3. Click "Users" 4. Click User Targets. 5. Select the user you want to set a target for. ...
1. To create a new Dashboard, hover over the Home tab. 2. Click "New Dashboard" 3. From here you can add an array of widgets, reports, or saved list views. 4. For a recruiter dashboard, you may w...
Please watch the below video on how to create a Sales Dashboard: Sales Widgets Explained: Conversion % YTD Conversion % YTD is built off of job data. It sums the Estimated Job Value and the coun...