Dashboards are a great reporting tool within FreeAgent CRM. The reason is very simple, within a Dashboard you can add different Saved views that will provide you all the information you need in a single, beautifully organized view.
In this tutorial we will cover the following topics:
- Access Level Needed to Manage Dashboards
- Navigating to Manage Dashboards
- Creating a Saved View
- Creating a Dashboard
- Editing Dashboards
- Deleting Dashboards
Access Level Needed to Manage Dashboards
This feature is available for all users in FreeAgent CRM.
Navigating to Manage Dashboards
Open the menu and go to 'Settings' to display the available options, then click 'Manage Dashboards'. You can also use the search function to get there faster, just start typing 'Manage Dashboards'.
Here you will see a list of all the Dashboards created by you and your team members, however, it is possible that you don't have access to the contents of a specific Dashboard.
If the team member that created the Dashboard didn't share the base Saved View with the entire Team, then that specific widget in the Dashboard is not going to be available for the rest of the team. In order to get access, the owner of the Saved View will need to share it with the team.
Creating a Saved View
FreeAgent CRM gives you the option to generate dashboards based on your Saved Views, which means that you can filter the data exactly as you need it for your Dashboard, create a Saved View and FreeAgent CRM will take it from there.
Before creating the Dashboards it is important to create a 'Saved View' with the data you want to use for it.
Creating a Saved view means that if you have applied filters, rearranged the order and width of the columns in the list view, or have applied any special view configuration, you will be able to save it and come back to it any time.
To learn more about 'How to Filter in FreeAgent CRM', please visit this tutorial.
Updating an Existing Saved View
You can update your existing Saved views by adding more filters, changing the configuration, and even adding some sorting options. If you decide to update it and you want to keep this new version, you can save your changes. This is a great option to keep your Saved views up-to-date, without having to create multiple new ones.
Just make your changes and click the 'Save changes' option.
Creating a Dashboard
To create a new Dashboard, click the 'New Dashboard' button located in the top right corner.
Give your Dashboard a name and then click the 'Save' button.
Your new Dashboard will be added to the list. To start adding 'Widgets' also known as 'Saved Views', just click on the name of your Dashboard.
To learn more about how to create Saved Views and add them to your Dashboards, please visit this tutorial.
Adding Widgets (Saved Views) to a Dashboard
Click the Dashboard's name to get started. Here click the 3 dots icon to display the available options and then click 'Add View'. You can also click the 'Pick a Widget' button.
Here you will need to select the Save view you want to add to your Dashboard and click the 'Save' button.
Repeat the process to include as many widgets as you need to complete your Dashboard.
Rearranging your Dashboard's Widgets
You can rearrange the views by dragging and dropping them on the desired location. The others will be automatically rearranged. You can also change the dimensions of the views by using the resizing tool available on the bottom right corner of each View.
To change the name of your dashboard click on the checkbox to the right of its name and then click the 'Edit' button.
A small window will appear where you can edit the name of the Dashboard. Once you are done editing, click the 'Save' button.
The name of your Dashboard will be updated immediately.
To delete an existing dashboard click on the checkbox to the right of its name and then click the 'Delete' button.
Please note that this action cannot be undone and there isn't a confirmation step, which means that the Dashboard will be deleted as soon as you click the 'Delete' button. It is important that you only delete the Dashboards that you created.