Editing Dashlets:
Dashlets can easily be edited to display specific information users want to view.
To Edit:
1. Click the ellipsis (...) on the dashlet
2. Select “Edit”
3. Make the necessary changes then click “Save”
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. Clicking the 6 dots on the dashlet
2. Dragging and dropping the dashlet in the desired location
Deleting Sales Dashlets:
Users can delete sales dashlets they no longer wish to view on their dashboard.
1. Click the ellipse (...) on dashlet
2. Select “Delete”