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Home > eSalesTrack Help Menu > User > Getting Started > Home Page > Creating Dashboards

Getting Started

Creating Dashboards

In eSalesTrack, you have the ability to have multiple dashboards as the main screen for your Home Page Home. The dashboard is all of the area to the right of the left sidebar and below the library.

1. To initially create a dashboard, select the drop down box at the top right corner of the screen labeled Dashboards.  Select ~Edit Dashboards~ from the drop down menu.

2. This will bring you to the Dashboard Manager. Click on Create New Dashboard at the top of the screen.

3. This will bring up the Name, Description, and Layout sections.

4. Once you have saved the Name, Description, and Layout, select Add Widget.  Widgets allow you to display information on your dashboard as soon as you log in to your account.

5. The Add Widget window will then pop up. First, enter the Name and Description of the widget.

6. Next, select the type of widget from the Select a content type drop down box. You will have five options to choose from.

Appointment: will show your upcoming appointments on your dashboard. In the drop down box that appears, select the number of appointments to display. If you want the widget to include a picture of the calendar, click on the box next to “Display Calendar?”

Graph: will allow you to make a graph based on a report you have already made in the report module.

Links List: allows you to put links to other websites on your dashboard. In the Link Name box enter the name of the website how you want it to appear on the dashboard. In the Link URL box enter the web address beginning with “http://”.

Task: allows you to display your upcoming tasks on your dashboard by selecting how many tasks you want to see at a time.

MiniReport: allows you to put a quick snapshot of any report you have previously made onto your dashboard by selecting the report, the columns from the report that you want to appear, and the number of rows from that report that you want to show up on the dashboard. (By clicking on View at the bottom of the MiniReport, you can see the entire report)

7. Once you have selected the type of widget, click the Ok button at the bottom of the Add Widget pop up window.

8. To change the order in which widgets appear or to change which column a widget is in, drag your cursor over the widget until a new toolbar appears above it. Then drag your cursor over the part of the new toolbar with the label of the widget. Your cursor will become two crossing arrows. Click and drag the widget to wherever on the page you want it to be.

9. Once you have the Dashboard formatted, click on Save under the layout selection.

See also