Customize your Dashboard View

1. On the navigation bar, click on the Vertafore logo and then select any tile where you want to customize your dashboard. For this instruction we chose Sales.
2. On the command bar click New. The choose layout page appears.
   
   
3. Choose the layout option you want. For this instruction we chose 3-Column Regular Dashboard.
4. Click Create.
   
   
   
   
5. Enter a Name for the dashboard.
6. In the first section choose one of the following components: Chart, List, iFrame or a Web Resource. In this instruction we will insert a chart and list.
   

A user has the ability to edit their own dashboards. System Default dashboards cannot be changed.

To edit your dashboard

1. On the top navigation bar, click the Vertafore logo and select Sales.
2. On the top navigation bar click the Sales tile and then select Dashboard.
3. Select the dashboard you want to view. These are listed under My Dashboards.
   
   
   
4. On the command bar click Edit. The editable dashboard appears.
   
   
   
5. Make the appropriate changes and click Save. And then click Close.

When the dashboard is in edit mode, you have the ability to change the properties of a component.

1. On the command bar click Properties. The dashboard properties page appears.
2. You can modify the dashboard Name and add a Description for the dashbaord.
3. Check mark Enable for Tablet, if required.
4. Click OK.

When the dashboard is in edit mode, you have the ability to add components such as a chart or list.

1. On the command bar click the Chart or List icon. The add component page appears.
2. Make the appropriate selection for the Record Type, View and Chart.
3. Click Add. This component now appears in the dashboard.
4. On the command bar, click Save and then click Close. The added component is now included in the Dashboard.

If you want to change the data displayed by a component, you can change the data point by editing the component. To do this, the dashboard should be in edit mode first.

1. On the top navigation bar click the Vertafore logo and then select the Sales tile.
2. On the top navigation bar click on Sales and then select the Dashboard tile.
3. Select the dashboard you want to edit. These are listed under My Dashboards.
4. On the command bar click Edit. The dashboard is now in edit mode.
5. Click on the component you want to modify.
6. On the command bar select Edit Component. The set properties page appears.
7. In the Data Source section make the appropriate changes. And then click Set. The dashboard in edit mode appears.
8. Click Save and then click Close.

1. On the top navigation bar click the Vertafore logo and then select the Sales tile.
2. On the top navigation bar click on Sales and then select the Dashboard tile.
3. Select the dashboard you want to view. These are listed under My Dashboards.
4. On the command bar click Edit. The dashboard is now in edit mode.
5. Select the component you want delete.
6. On the command bar click Remove.

1. On the top navigation bar click the Vertafore logo and then select the Sales tile.
2. On the top navigation bar click on Sales and then select the Dashboard tile.
3. Select the dashboard you want to view. These are listed under My Dashboards.
4. On the command bar click Edit. The dashboard is now in edit mode.
5. Select the component to edit the dimensions.
6. On the command bar click ... More Command and click Increase Width or Decrease Width. The width increases or decreases by one column.
7. Make all the dimension changes and then click Save and then click Close.

1. On the top navigation bar click the Vertafore logo and then select the Sales tile.
2. On the top navigation bar click on Sales and then select the Dashboard tile.
3. Select the dashboard you want. These are listed under My Dashboards.
4. On the command bar click Edit. The dashboard is now in edit mode.
5. On the command bar click Properties. The Dashboard Properties appears.
6. You can make edits to the Name and Description fields.
7. Check mark Enable for Tablets option then click OK.

(The default dashboard is the first thing everyone in your organization sees after logging on to SalesTrack. An Agency Admin can set a default dashboard view for their agency. Using the below steps a user can override the default set by the agency admin to set their own default dashboard.

1. On the top navigation bar click the Vertafore logo and then select the Sales tile.
2. On the top navigation bar click on Sales and then select the Dashboard tile.
3. Select the dashboard you want as the default view. These are listed under My Dashboards.
4. On the command bar click Set as Default.