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How to create a new Reports Dashboard?

Modified on: Tue, 28 Jan, 2020 at 5:01 PM


Applicable plans
Sprout Blossom Garden Estate Forest


  1. Login to your Freshsales account and go to the Dashboards tab.



  1. Click the Create Dashboard button from the top right corner of the screen.



  1. In the pop-up that appears, name your dashboard and choose to keep it private or public with the visibility settings. 



  1. On saving the changes, a screen to add new reports come up. 



       5. Click the + symbol and the Add new report overlay appears.



  • Choose the type of report (lead, contact, deal, etc)

  • Then choose the specific report that needs to be added

  • Finally, choose any one insight metric that would be most relevant to 

         you from that report.


  1. Similarly, add other reports to the dashboard.


Note:

  • You may add 6 reports in total per dashboard

  • Also, you may have 10 dashboards per user.





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How to create a new Reports Dashboard?

Modified on: Tue, 28 Jan, 2020 at 5:01 PM


Applicable plans
Sprout Blossom Garden Estate Forest


  1. Login to your Freshsales account and go to the Dashboards tab.



  1. Click the Create Dashboard button from the top right corner of the screen.



  1. In the pop-up that appears, name your dashboard and choose to keep it private or public with the visibility settings. 



  1. On saving the changes, a screen to add new reports come up. 



       5. Click the + symbol and the Add new report overlay appears.



  • Choose the type of report (lead, contact, deal, etc)

  • Then choose the specific report that needs to be added

  • Finally, choose any one insight metric that would be most relevant to 

         you from that report.


  1. Similarly, add other reports to the dashboard.


Note:

  • You may add 6 reports in total per dashboard

  • Also, you may have 10 dashboards per user.





Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial