Creating new dashboards is easier than ever before. Among the improvements made to Dashboards you will find:
Create, Share with Team and Define Team Visibility
When you create a new Dashboard you are given the option to share it with your team. Additionally, you can define your team’s visibility whether they get full edit access that will allow them to make changes to the Dashboard or read-only access, which allows them to view the Dashboard without editing it.
Now you can add multiple widgets to your Dashboards that use the same view as a base. This gives you more control over how you visualize your data as well as more flexibility since there are more widgets available. Learn more about the enhanced widgets here.
Navigate to View
You can navigate to any view used in a widget with a single click. On top of that, if you click on a widget to learn more about a specific data set, you will get a new tab with the view that contains all the information about it.
Save as New Dashboard & Unsaved Changes Reminder
When you modify a Dashboard, either by adding, editing, or removing widgets, you have the option to save your changes on that Dashboard or save it as a new one. Plus you will get a friendly warning that reminds you that you have made changes to your Dashboard without saving them if you are ready to switch to another page in FreeAgent CRM.
All Dashboard View
This view now includes column headers for Team Visibility and Shared with Team configurations to keep everyone in the loop on who gets to do what with the Dashboards.