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Create your custom Dashboard in LeadSquared

The dashboard is the first page which appears after the user log on to LeadSquared. It captures the most important marketing and sales indicators in a chosen time-frame.

LeadSquared provides a default Dashboard for all the user roles – Administrator, Marketing User, Sales Manager and Sales User.  For more information on this, refer to:  User Roles and Access Rights.  The administrator is shown as an example in the image below:

Dashboard is a collection of reports that can fit as a widget in the dashboard layout. Such reports are called Dashlets.

Note: All users can create their own custom dashboards and choose one of them as default. The default dashboard is shown as the first page when the user log in.

  • To customize Dashboard, under Dashboard, click Create New Dashboard.

  • Enter the required name for your dashboard and click Create.

Dashboard - Name

  • Click Add Dashlets. The Add Dashlets pop-up box appears.

Dashboard - blank

  • Select the dashlets that you want to see on your dashboard and click Add. Your dashboard is ready to be used.

Dashboard - Add Dashlets

 

Click tick button to make the dashboard default.

In each dashlet, you will find options to change time frame, fresh, enlarge and delete: