Using Dashboards in Revenue Explorer

Last update: 2023-07-21

A dashboard is a combination of Revenue Explorer reports to get a quick overview of your leads, campaigns, opportunities, and/or models.

Creating a New Dashboard

  1. Click Revenue Explorer.

  2. Click Create New, then Dashboard.

  3. At the bottom of the page, Templates will be selected by default. Click the layout you want to use. “2 Column” is used here.

    NOTE

    You can further customize your dashboard’s appearance by clicking Themes and choosing your favorite.

  4. In the first section of your dashboard, click the Insert icon and select File.

  5. Double-click Revenue Explorer.

  6. Double-click All Reports and Dashboards.

  7. Double-click the folder that houses the report you wish to use.

  8. Choose your report and click Select.

  9. The report will then populate. Repeat steps 4-8 for each remaining section.

  10. To rename a section, click on it to select it, type the desired name under Title, and click Apply. Repeat for each section.

  11. To save, click the Save icon, enter a filename, double-click the Revenue Explorer folder until you get to the desired folder for your dashboard, and click Save.

Editing a Dashboard

  1. Click Revenue Explorer.

  2. Double-click the Revenue Explorer folder. Navigate to where your dashboard lives.

  3. Select the dashboard you wish to edit, then click Edit.

Deleting a Dashboard

  1. Click Revenue Explorer.

  2. Double-click the Revenue Explorer folder. Navigate to where your dashboard lives.

  3. Select the dashboard you wish to delete, then click Move to Trash.

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