How to Edit a Dashboard

As a dashboard owner, you can customize your CRM dashboard to better fit your reporting needs. You can change the dashboard name, adjust permissions, add new widgets, or modify existing ones.

Step 1: Go to Your Dashboard

First, locate and open the dashboard you want to edit. Keep in mind that only the dashboard owner can make changes.

Step 2: Enter Edit Mode

Click the pencil icon in the top-right corner of the dashboard to switch into edit mode.

Step 3: Change the Dashboard Name

If you wish, update the dashboard name to reflect its purpose more accurately.

Step 4: Add New Widgets

Select the Add Widgets option to include new custom widgets on your dashboard.

Step 5: Save Your Changes

When you're finished editing, click Save Changes to apply all modifications.

Note: Custom dashboards, widgets, and reports are available on the $297 and $497+ plans.