How to Create or Edit Dashboard content

How to Create or Edit Dashboard content


How to Create or Edit Dashboard content

  1. Login to Solatech

  1. Click "Settings" gear icon

  1. Click "Your account settings"

  1. Click "Dashboards"under "General"

  1. Click "New dashboard" button or any current Dashboards will be listed under the "Name" column.

  1. Click the "Name" field to type in a Name

  1. Click "Save"

  1. To edit a dashboard, click "pencil icon"

  1. Click "Add/Remove widgets"

  1. Toggle on Customers, Quote, or Sales widgets, then click "Done"

  1. Click "Change layout" button if wanting to move around and adjust the size on the widgets

  1. Click "Save"


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