Dashlets: Editing, rearranging & deleting

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”

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3. Make the necessary changes then click “Save”

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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

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2. Dragging and dropping the dashlet in the desired location

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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”

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