How To Add Dashboards To Unleashed X?

How to Add Dashboards to Unleashed X

Unleashed X is a powerful business intelligence platform that can help you make better decisions by providing insights into your data. One of the best ways to use Unleashed X is to create dashboards that display key metrics and KPIs in a single view. This makes it easy to see how your business is performing and identify areas where you can improve.

In this article, we will show you how to add dashboards to Unleashed X. We will cover the basics of creating dashboards, including how to add widgets, charts, and filters. We will also discuss how to share dashboards with others and how to schedule them to refresh automatically.

By the end of this article, you will be able to create and use dashboards to improve your business intelligence and make better decisions.

Step	Instructions	Screenshot
1	Log in to Unleashed X.
2	Click the “Dashboards” tab.
3	Click the “Add Dashboard” button.
4	Select the “New Dashboard” option.
5	Enter a name for the dashboard.
6	Click the “Create Dashboard” button.
7	The dashboard will be added to the list of dashboards.

Unleashed X is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service operations. One of the key features of Unleashed X is its ability to create and use dashboards to track key metrics and data. Dashboards can be customized to display the information that is most important to each user, and they can be used to monitor progress, identify trends, and make informed decisions.

In this guide, we will show you how to add dashboards to Unleashed X. We will cover the following topics:

• Prerequisites
• Steps
• Tips

Prerequisites

To add dashboards to Unleashed X, you will need the following:

• An Unleashed X account
• Access to the Unleashed X dashboard
• A web browser

Steps

To add a dashboard to Unleashed X, follow these steps:

1. Log in to your Unleashed X account.
2. Click the Dashboards tab.
3. Click the Add Dashboard button.
4. Enter a name for the dashboard.
5. Select the metrics and data that you want to display on the dashboard.
6. Click the Save button.

Your dashboard will now be displayed in the list of dashboards. You can click on the dashboard to view it in full screen.

Tips

Here are a few tips for creating effective dashboards in Unleashed X:

• Keep your dashboards simple and easy to read.
• Only include the most important metrics and data.
• Use colors and visuals to make your dashboards visually appealing.
• Update your dashboards regularly to reflect the latest data.

By following these tips, you can create dashboards that will help you to track your progress, identify trends, and make informed decisions.

In this guide, we have shown you how to add dashboards to Unleashed X. We have covered the prerequisites, steps, and tips for creating effective dashboards. By following these steps, you can create dashboards that will help you to improve your business performance.

How To Add Dashboards To Unleashed X?

Unleashed X is a powerful platform that can help you manage your business more effectively. One of the best ways to use Unleashed X is to create dashboards that provide you with a quick and easy way to see the information that you need.

In this guide, we will show you how to add dashboards to Unleashed X. We will cover the following topics:

• What is a dashboard?
• How to create a dashboard in Unleashed X
• How to add widgets to a dashboard
• How to customize a dashboard

What is a dashboard?

A dashboard is a visual representation of your data. It typically includes charts, graphs, and other widgets that help you to track key metrics and trends. Dashboards can be used to monitor your business performance, identify problems, and make informed decisions.

How to create a dashboard in Unleashed X

To create a dashboard in Unleashed X, follow these steps:

1. Navigate to the “Dashboards” page.
2. Click the “+” button in the top right corner of the screen.
3. Enter a name for your dashboard.
4. Select the “Layout” that you want to use.
5. Click the “Create” button.

Your dashboard will now be created. You can start adding widgets to it by clicking the “+” button in the top left corner of the screen.

How to add widgets to a dashboard

Widgets are the individual components that make up a dashboard. They can display information such as charts, graphs, tables, and text. To add a widget to a dashboard, follow these steps:

1. Click the “+” button in the top left corner of the screen.
2. Select the type of widget that you want to add.
3. Enter the settings for the widget.
4. Click the “Add” button.

The widget will now be added to your dashboard. You can drag and drop it to position it where you want.

How to customize a dashboard

You can customize your dashboard to make it look the way you want. You can change the layout, the colors, and the fonts. To customize a dashboard, follow these steps:

1. Click the “Settings” button in the top right corner of the screen.
2. Select the “General” tab.
3. Change the settings that you want to change.
4. Click the “Save” button.

Your dashboard will now be customized.

Dashboards are a powerful tool that can help you to manage your business more effectively. By following the steps in this guide, you can create dashboards that will help you to track your performance, identify problems, and make informed decisions.

How do I add a dashboard to Unleashed X?

To add a dashboard to Unleashed X, follow these steps:

1. Go to the Dashboards page.
2. Click the Add Dashboard button.
3. Enter a name for the dashboard.
4. (Optional) Select a template for the dashboard.
5. Click the Create Dashboard button.

The new dashboard will be added to the Dashboards page. You can now start adding widgets to the dashboard.

How do I add widgets to a dashboard?

To add a widget to a dashboard, follow these steps:

1. Go to the dashboard that you want to add the widget to.
2. Click the Add Widget button.
3. Select the widget that you want to add.
4. (Optional) Configure the widget’s settings.
5. Click the Add Widget button.

The widget will be added to the dashboard. You can now resize and move the widget as needed.

How do I change the layout of a dashboard?

To change the layout of a dashboard, follow these steps:

1. Go to the dashboard that you want to change the layout of.
2. Click the Layout button.
3. Select the layout that you want to use.
4. Click the Save Layout button.

The layout of the dashboard will be changed.

How do I delete a dashboard?

To delete a dashboard, follow these steps:

1. Go to the Dashboards page.
2. Click the Settings button for the dashboard that you want to delete.
3. Click the Delete Dashboard button.

The dashboard will be deleted.

How do I export a dashboard to a file?

To export a dashboard to a file, follow these steps:

1. Go to the dashboard that you want to export.
2. Click the Export button.
3. Select the format that you want to export the dashboard to.
4. Click the Export button.

The dashboard will be exported to the file that you selected.

How do I import a dashboard from a file?

To import a dashboard from a file, follow these steps:

1. Go to the Dashboards page.
2. Click the Import button.
3. Select the file that contains the dashboard that you want to import.
4. Click the Import button.

The dashboard will be imported into Unleashed X.

In this blog post, we have discussed how to add dashboards to Unleashed X. We have covered the following topics:

• What is a dashboard?
• Why use dashboards in Unleashed X?
• How to create a dashboard in Unleashed X?
• How to add widgets to a dashboard in Unleashed X?
• How to edit a dashboard in Unleashed X?
• How to delete a dashboard in Unleashed X?

We hope that this blog post has been helpful and that you now have a better understanding of how to use dashboards in Unleashed X. If you have any questions, please do not hesitate to contact us.