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In the Workplace area, click
Dashboards.
The dashboard view appears.
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On the ribbon, in the Dashboard Management group, click the
New button.
The Select Dashboard Layout dialog box appears.
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Select the 3-Column Multi-Focused
Dashboard, and then click Create.
The dashboard layout screen appears.
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In the Name field, type
My Dashboard.
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As you might have noticed, each available
section on the dashboard layout screen contains four buttons. In
the upper-left section, click the Chart button.
The Component Designer dialog box appears.
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In the Record Type field,
leave Account selected.
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In the View field, leave
My Active Accounts selected.
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In the Chart field, leave Accounts by
Industry selected, and click OK.
This adds the Accounts By Industry chart to the
dashboard.
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In the upper-middle section of the dashboard, click the
Chart button.
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In the Component Designer
dialog box, in the Record Type
list, select Opportunity.
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Leave My Open Opportunities
selected in the View list, and
select Sales Pipeline in the
Chart selection box. Click OK.
This adds the Sales Pipeline chart to the dashboard.
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In the upper-right section of the dashboard, click the
Chart button.
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In the Record Type list in
the Component Designer dialog box,
select Lead.
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Leave My Open Leads selected
in the View list, select Leads by
Rating in the Chart list,
and then click OK.
This adds the Leads By Rating chart to the dashboard.
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In the lower-left section of the dashboard,
click the List button.
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In the Record Type list,
select Activities.
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In the View list, leave
My Activities selected, and click
OK.
This adds the My Activities list to the dashboard.
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In the lower-right section of the dashboard, click the
List button.
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In the Record Type list,
select Leads.
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In the View list, leave
My Open Leads selected, and click
OK.
This adds the My Open Leads list to the dashboard.
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Click Save and
Close to save the dashboard and return to the dashboard
view.
The newly created dashboard is displayed.
