Dashboard Functional User Manual
Dashboard
Access Dashboard Tiles
Step 1: Click the Tiles icon to begin customizing your dashboard.
Step 2: Choose the checkboxes for the tiles you want to display; You can select up to 8 tiles only.
Set Date Range
Use the Show Data From dropdown to specify the data source for each tile
Step 1: Click the Date icon to open date options
Select a predefined range or choose Custom Range to manually enter a start and end date.
Click Confirm to apply changes. The dashboard and graphs will update accordingly
Configure Tile Settings
Click the Settings icon on any tile to adjust its configuration
View Sales Graph Values
Hover your mouse over the Sales Graph to see monthly sales figures
Add a new Task
Click the Add New button to open the task creation form
Fill in the required fields and click Save to add the task.