How to Create a new Dashboard or Delete Graphs from Existing

Applies to: R4 Version

Dashboards hold graphs and allow you to see at a glance trends and problems.  All Dashboards can hold up to 9 Graphs, more than 9 will cause the additional graphs to be hidden.  To add a new graph when you already have 9 graphs on your "My Dashboard" you will need to do one of 2 things:

• Delete old unused Graphs from the Dashboard
• Create a new Dashboard for displaying additional graphs

Deleting old Graphs from a Dashboard

 Login to your SalesNexus Account

1. Hover your mouse to the three lines at the top> Dashboards > Create/Edit Dashboards"
   
2. Select the Dashboard you would like to delete the graph from
3. Select the Graph you would like to delete
   
4. Click the "X" to delete the selected Graph from the Dashboard
   
5. Repeat this for any other Graphs you would like to Delete from the Dashboard

Creating a New Dashboard to hold additional Graphs

1. Login to your SalesNexus Account
2. Hover your mouse to the three lines at the top> Dashboards > Create/Edit Dashboards"
   
3. Click the "+" to add a new Dashboard
   
4. Give your new Dashboard a name
   
5. Click Create

Pushing your Dashboard to Another User

1. Hover your mouse to the three lines at the top> Dashboards > Create/Edit Dashboards"
2. Select the Dashboard you want to "Push"
3. Select a Graph
4. On the Far right side of the screen you will see "Push Dashboard To Users"
   
5. Select the User(s) from the "Users" list
6. Click "Push"
7. The other users can now see your Dashboard in their X > Dashboards list