The ACT! Dashboard is flexible and customizable, allowing you to customize individual components or create new ones, to best suit how you and your business work. With the ability to apply filters to all default Dashboard components, you have the flexibility to view activity and opportunity information based on what’s most relevant to your day. In addition to customizing the six existing components, managers or administrators have the ability to add or remove components, change titles or legends, and utilize drag and drop functionality with the Dashboard Designer for easy customization of any default Dashboard or creation of new Dashboard components.
Follow the instructions below to create a new Dashboard in ACT! 2008 (10.0) and later.
NOTE: Only Administrator and Manager user roles have the permissions to create/edit dashboard layouts. The Edit… button is not available for other user roles.
To Create a Dashboard:
- Change to the Dashboard view.
- In the upper right corner of the layout, click the New Dashboard… button to open the Dashboard Designer.
- A blank table-grid appears in the layout designer:
- Select a component from the Toolbox pane and drag it to the preferred location in the layout grid
- The Component Task Wizard automatically launches:
- Select a task from the “Component tasks” list to specify customizations for the component. Customizations include:
- Display types: pie chart, bar chart, gauge and list
- Filters: current day, week, month, etc
- Custom headers/footers
- Chart legend position: left, right, top, bottom
- Optional display of totals (total number of calls for example)
- Optional display of target (goal for team members/individuals; 25 calls/day for example)
- Scaling for numeric values (hundreds, thousands, etc.)
- Click the Finish button when complete
- Select another component and drag it to the layout grid; repeat Step 5 (above) to configure component.
- Continue selecting and configuring components until layout is complete
- Click the File menu and then Save (or Save As… to save with a new name) to save the dashboard file (.dsh) in the Databases folder
- Close the Dashboard Designer to return to the Dashboard view
- In the Dashboard view, select the Dashboard button in the upper right corner to change the current layout view