Snapshot
About panelsDashboards are organized into Panels. Panels are like mini-reports, displaying at-a-glance information on a particular topic of interest, oftentimes related to a certain type of record. Data-driven panels are intended to offer a quick glimpse of the numbers, with some providing access to more detailed records. Task-oriented panels display synopsis information that act as portals to full records.
Multiple dashboards can be created, which allows you to toggle back and forth between different arrangements of panels. For example you could have one dashboard dedicated to graph-style giving panels, and one dashboard dedicated to to-do style action panels.
You can Manage Dashboards through Application Settings.
Data for some panels is generated from the data warehouse. Data is up to date as of the panel’s time stamp. If no prospect records themselves have been updated in the data warehouse for which the panel relies on, an error message will display indicating as such. Panels can be organized and configured in a way that best supports your own responsibilities. The options are limitless, giving you the power to customize your workspace to meet your own optimal productivity needs.
You can create custom panels to directly suit the needs of your organization. However, Custom Panel Configuration is an Advanced Feature reserved for ClearView Administrators. For assistance with configuring new custom panels, please contact Client Solutions.
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Glossary terms:dashboard, data warehouse, prospect, panel, settings - application, |
Related articles:Administration: Dashboard Administration |
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Personalization privileges of configurable features can vary by user or role, and are determined by your organization. If you have questions about your user permissions, contact your administrator.