How dashboards and widgets work

Modified on Tue, 16 Jun at 7:50 PM

INTENDED SEARCHES: dashboard, widget, user dashboard, dashboard report

Use dashboards and widgets to show important business information quickly.

Common dashboard items:

- Widgets.

- Report summaries.

- User dashboard settings.

- Widget templates.

- Counts, totals, or performance views.

Steps:

1. Open the dashboard or widget area.

2. Choose the widget or report view.

3. Set filters or layout if available.

4. Save the dashboard setup.

5. Review the numbers before using them for decisions.

Why this matters:

Dashboards help owners and managers see trends quickly, but wrong filters or missing data can make the dashboard misleading.

Support note:

If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.