How to...

Use the Dashboard to view, filter, segment, and present data from various hub records and features on a single Web page.

Many of the procedures that you use in the Hubs are similar across all hubs (for example, Copy a Record). For detailed information, see: Hubs Basic Procedures

Related Topics:

  • Add an Activity to My Activities Dashpart
    You can add an activity to the My Activities dashpart for tracking and reporting your activities. You can also add activities from the Activities hub, Calendar, and Activities tabs in most of the hubs.
  • Select Opportunities to Include on the Upcoming Milestones Timeline
    The Upcoming Milestones Timeline chart displayed in the Dashboard area presents a history of your milestones from the current time forward, based on your filtered opportunities. You can view more detail for a milestone by clicking on the point on the timeline.
  • Select Data Options for the Pipeline Chart
    Update the pipeline dashpart by selecting options from the opportunities search filter, dimension type, and time frame drop-down lists. Filter opportunities using standard searches (All, Active, and Mine) or custom searches. Select dimensional and time frame data to plot x and y coordinates on the Pipeline chart.
  • View the Upcoming Generic Assignments Dashpart
    The Upcoming Generic Assignments dashpart provides a summary for managers about upcoming generic assignments that need to be assigned to specific resources. This table dashpart displays on a separate dashboard tab that lists the resources currently available for a project. Record-level security is applied when dashparts are loaded.
Parent Topic: Dashboard (Browser)