Dashboard

Use the Dashboard module to view and manage charts based on custom and pre-defined reports.


You can use these charts to view sales and opportunities for your organization. Each distinctively colored area on a chart is linked to the data set that it represents. You can click any colored area to drill down to the underlying data.


To add a new chart, click the down arrow on the dashboard tab and select Add Sugar Dashlets. From the Add Sugar Dashlets menu that displays in a separate window, select a chart to add it to your dashboard.

The Dashboard Home displays the following pre-defined charts:

You can manage charts as follows: