Page 54 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

7. Open Dashboard Settings at the top right of the dashboard
8. In the Tab Title, type “Metrics”
9. In the Layout dropdown, select 3 Column
10. Click the + sign next to the following widgets to add (if not already selected)
a. Contact Manager
i. Opportunity Financial Data
ii. Opportunity Pipeline
iii. Opportunity Summary
iv. Top Deals
b. Goals
i. Sales Vs. Goals
ii. Sales Vs. Goal Over Time
c. None
i. Shortcuts
11. Select Saved Dashboards in the pop-up window
12. Select the radio button in the Firm Default column for the newly created Firmwide
Dashboard.

It is helpful to include the Shortcuts widget set to a toolbar. This can be
accomplished by checking the box at the top of the Shortcut widget settings
window for Add shortcuts to toolbar (only one per dashboard tab allowed)

Activity 13.2 – Set Up A Business Development Dashboard And
Make It Public
This activity guides you in adding recommended widgets, but not customize them,
as these are very flexible to meet each firm’s needs

Activity Steps
1. Go to the Home page
2. Open the Dashboard: dropdown menu at the top left of the dashboard
3. Select the Executive Dashboard
4. Select Save Dashboard As
5. In the pop-up window, type “BD Dashboard”
6. Click OK
7. Open Dashboard Settings at the top right of the dashboard
8. In the Tab Title, type “My Metrics”
9. Click the + sign next to the following widgets to add (if not already added)
a. Activities
i. Events
ii. Goal Progress w/history
b. Contact Manager
i. Hit Rate

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