Customizing the account dashboard layout

Customizing a dashboard is essential to make sure that it meets your specific needs. By customizing the dashboard, you can create a tailored experience that focuses on what matters, boosts productivity, and improves decision making.

About this task

Administrators can customize the account dashboard layout so that it provides the data that account managers need to more effectively manage their accounts.

Procedure

  1. Log in to Order Hub.
  2. From the main menu, select Dashboards > Account.
  3. Click the Configure dashboard widgets cog icon. You see the Card gallery that contains all charts.
  4. Remove the charts that you do not want to include in the dashboard by clicking the X next to the name of the chart in the Used cards section. The chart moves up to a new section that is labeled Unused cards.
  5. Add the charts that you want to include in the dashboard by clicking the + next to the name of the chart in the Unused cards section or drag and drop the charts to the desired position.
  6. Resize the charts as needed.
  7. Click Save.

Results

The system repositions the charts in the dashboard based on what you include in the Used cards list.