Setting up an interactive company dashboard

Sage CRM provides a standard company interactive dashboard template, which is assigned to all users, and can be modified by Info Managers. It works in the same way as the My CRM | Dashboard, but filters gadget content to match the company context. For more information about the interactive dashboard, see About the interactive dashboard

Company dashboards are only available from the Dashboard tab of a Company record.

You can create one or more of your own personalized Company dashboards, and then switch between them to access different levels of company detail. Once you select a Company dashboard, the same dashboard is displayed to you in the Dashboard tab of all companies, until you change it again.

1. Make sure you're in the context of a company, and click the Dashboard tab.
2. If you use classic dashboards, switch to the interactive dashboard by clicking the interactive dashboard link if you need to.
3. Click New Dashboard | Create Dashboard and add the gadgets you want. For more information, see Gadget quick reference.
4. Set as your default dashboard by clicking Dashboard Options from the dashboard drop-down.

Changes to the Company dashboard don't affect the dashboards available from My CRM | Dashboard.