Dashboards let you bring important data from different areas of your business into a single screen. Use dashboards to get a quick insight into important aspects of your business, such as day-to-day activities of team members, team goals, and sales performance, from one place instead of going to different areas of Microsoft Dynamics CRM to find the details.
The dashboard designer makes it easy to design and format your dashboard. Choose a layout that you like, and then add your components to the empty boxes. By default, you can add up to six components in any layout.
Depending on your requirements, add one or more components to your dashboard. For example, insert:
- Charts to represent your data graphically
- Record lists to provide detailed information of records
- IFrames to include Web pages in forms
- Web resources to point to an image, an HTML file, or a JScript library
To resize the component areas, increase or decrease the height or width of a component within the layout. To arrange your components, drag and drop them within the layout.
After you save a dashboard, make it your default dashboard so you see it each time you open the Dashboards area. If you think your team or other users may benefit from the dashboard, share the dashboard with them.
With just a click, you can also enlarge a chart or view the records that are used to generate the chart.
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