Dashlets: Editing, Rearranging and Deleting

Editing Dashlets

Dashlets can easily be edited to display specific information users want to view.

  1. Click the ... on the dashlet
  2. Select Edit

Edit_Dashlet.png

  1. Make the necessary changes then click Save

Edit_a_Dashlet_2.png

Rearranging Dashlets

Users can arrange their dashlets within the dashboard to match their viewing preferences. You can easily rearrange dashlets by following these steps: 

  1. Click the 6 dots on the dashlet
  2. Drag and drop the dashlet to the desired location

Rearrange_Dashlet.gif

 

Deleting Sales Dashlets

Users can delete sales dashlets they no longer wish to view on their dashboard.

  1. Click the ... on dashlet
  2. Select Delete

Delete_a_Dashlet.png

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