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Adding Widgets in Your Dashboard

Unlock the power of data visualization in your CRM dashboard with this comprehensive guide on adding widgets. Learn how to enhance your dashboard's functionality by incorporating widgets that display key metrics, charts, and reports. This article provides step-by-step instructions on adding various types of widgets to your dashboard, empowering you to customize your view and gain valuable insights into your business performance. Whether you're tracking sales targets, monitoring customer engagement, or analyzing marketing campaigns, mastering widget addition ensures you have the tools you need to make informed decisions and drive success.

1. Begin by selecting the 'Dashboard' option.

1 Click here.

2. Next, choose the option to 'Edit Dashboard'.

2 Afterwards, click on the element.

3. Go on, click on the 'Add Widget' button.

3 Now, click on "Add Widget".

4. After adding a widget, navigate to the 'Widgets' section.

4 Afterwards, click on "Widgets".

5. Now let's step into the 'Objects' section.

5 Click on "Objects".

6. You can deselect any objects by clicking the 'X'.

6 After, click here.

7. Finally, save your changes by hitting 'Save Changes' button.

7 Next up, click on "Save changes".

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Adding Widgets in Your Dashboard | Aesthetix CRM