Customizing the classic company dashboard

The classic dashboard is a legacy feature that's available for upgrade customers only.

The Company Dashboard tab can be used to display a management overview of the customer account status .

When you defines a standard Classic Company Dashboard, it is displayed when the user first clicks the Dashboard tab in the context of a company. The user can then customize the Company Dashboard to suit their needs.

1. Click <My Profile> | Administration | Users | Standard Classic Dashboards. A list of existing dashboards is displayed.
2. Click Company Dashboard to add a new company dashboard.
3. Click Continue.
4. Use the Filter By drop-down list to navigate to different categories of dashboard content.
5. Click Add beside the content you want to add.
6. When you've finished adding the company dashboard content, click Save. The standard dashboards list is displayed.