Purpose:  This guide provides an overview of how to manage and customize dashlets on your dashboard. It explains how to edit, rearrange, and delete dashlets, helping you tailor your dashboard to display the information that matters most to you

TABLE OF CONTENTS

• Editing Dashlets
• Rearranging Dashlets
• Deleting Sales Dashlets

Editing Dashlets

Dashlets can easily be edited to display specific information users want to view.

1. Click the "..." on the dashlet

2. Select Edit

3. Make the necessary changes then click Save

Rearranging Dashlets

Users can arrange their dashlets within the dashboard to match their viewing preferences. You can easily rearrange dashlets by following these steps: 

1. Click the 6 dots on the dashlet

2. Drag and drop the dashlet to the desired location

Deleting Sales Dashlets

Users can delete sales dashlets they no longer wish to view on their dashboard.

1. Click the "..." on dashlet

2. Select Delete