Launchpad manager9/17/2023 ![]() ![]() When clicked, the shared report will open as a dashboard view of all added widgets and related data. Once copied, you can paste the copied link URL in a browser tab or an email. To share these dashboards, you will need to copy the custom reports these dashboards are based on and set them as new dashboards Note: The Sales and Marketing, Task Manager, and Activity Feed dashboards cannot be shared as public or private dashboards. In to your Lead Gen & CRM instance view the Private links let only those users logged.Select one of the following report options:. ![]() To share reports from the launchpad, do the following: Shared dashboards can be accessed via URLs that are unique for each individual dashboards. They are shared through Cloud Dashboards, which are preset displays that are broadcasted to external monitors or televisions. You can share your customized dashboards. ![]() Note: The Sales and Marketing, Task Manager, and Activity Feed dashboards cannot be removed from the Launchpad. Hover over the dashboard to be removed.To remove dashboards from the Launchpad, do the following: You can remove created dashboards from the Launchpad at any time. You may find that you no longer need a certain created dashboard. In the same way, clicking Default on a dashboard that is already set as a default dashboard will remove its default status. To set a dashboard to be the default dashboard on the Launchpad, do the following: Once you have created a custom report and added it to the Launchpad as a dashboard, you can set it to be the dashboard that appears when the Launchpad opens. To use custom reports as dashboards, do the following: Once you have created a custom report, you can use it as a dashboard. To add custom reports as dashboards, do the following: Saved reports can be added as a dashboard. The default dashboard will be the active tab on Launchpad upon logging in. Salespersons will not be able to make their own custom reports, but will be able to choose from custom reports within their organization to be on their Launchpad. Users will need to set up their own dashboards. Important: Launchpads are tied to individual users. The created custom report will be available to use as a custom dashboard.įor more information about creating custom reports, refer to Using Custom Reports. Rearrange added widgets as desired in the canvas.Enter widget information into the Edit Report Widget panel.Drag-and-drop the desired widget from the Widgets panel onto the canvas.Select a theme for the new custom report. ![]() Enter a name for the new custom report.Click Add a Dashboard > Create a New Dashboard.To create a custom report for use as dashboards, do the following: With the Task Manager and Activity Feed dashboards, that means that you can have 12 dashboard tabs available on your Launchpad.Īdditionally, you can choose between 3 default dashboards, use those system dashboards as a starting point for their own, or choose to display a generated custom report. You can add up to 10 dashboards to the Launchpad. This may help to better provide a more complete view on what your metrics are. You can add different dashboards that draw on information from custom reports widgets. These dashboards provide information on what tasks are available to you, as well as the activities you or others have taken. However, you might find that you want more information. The Launchpad will always display the Task Manager and Activity Feed dashboards. You can change the launch tab in the Settings area within the My Stuff tab. Note: The default dashboard will be the active tab the Launchpad displays when logging in. This happens regardless of whether or not the Launchpad appears. To access the Launchpad at any time from any page within the platform, click Launchpad in the top toolbar.Īdditionally, the Launchpad opens on the Contact Manager page, and it will be the page that appears by default when you log in to Lead Gen & CRM. The Launchpad will appear automatically on your screen the first time you log in to your account in a given day. This means that, instead of a being presented with a generic and static startup page, you can use any of your custom reports to create individual Launchpad dashboards that showcase widgets reporting on metrics that are useful to you. This information can largely be customized through the Custom Reports feature to better display the information that you want to see.Īlong with Custom Reports and Cloud Dashboards, you can create your own custom reports and set them to be the default tab that you see when you first log in to Lead Gen & CRM during a given day. The Launchpad provides you with an at-a-glance look at your upcoming tasks, recent activity, and most important metrics. The Launchpad itself is a collection of different dashboards that house specific information. ![]()
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