When you first log onto your SugarCRM account you will see your home page Dashboard. You can customize this home page Dashboard or you can create a NEW Dashboard. In your Dashboard(s) you can group records and activities that you want to monitor or to easily access in displays called Dashlets, and you can arrange them in a single or multiple column layout.
Dashboards are designed to provide you with a centralized view of information that is important to you. Each Dashlet you add to your Dashboard allows you to get a quick overview of a different type of data specific to your work.
*Helpful Reminder: If you are having trouble seeing the screenshots in any of these articles click directly on the image to enlarge the picture for more clarity!
Go back to your home Dashboard at any time by clicking on the little cube in the upper left-hand corner of Sugar, or click the arrow next to it to see more Dashboard options:
Want to customize your Dashboard by creating your own Dashlets? Click on the following articles to learn how to create a Dashlets that are meaningful and helpful to your work:
- See spending details that require navigator action
- See spending details that require grant lead approval
- See Accounts where you are the assigned navigator
- See reports that you have bookmarked/"favorited"