Mastering Dashboard Management in AesthetixCRM: A Step-by-Step Guide

Unlock the full potential of your AesthetixCRM dashboard with our detailed guide on managing and customizing its features. Learn how to add, arrange, and configure widgets to create an efficient and personalized workspace tailored to your business needs.

1. Begin by accessing the 'Dashboard' from the main menu.

1 To start, click on "Dashboard".

2. Next, proceed by clicking the navigation button to expand.

2 Click on the element.

3. Now, add a new dashboard by selecting 'Add Dashboard'.

3 Next up, click on "Add Dashboard".

4. Adjust the date range for your dashboard data display effectively.

4 Click here.

5. Opt to edit your dashboard details here.

5 Click here.

6. Explore additional options by clicking this icon.

6 Upload

7. Select 'Clone' to create a copy of the current dashboard.

7 Click on "Clone".

8. Choose 'Duplicate to another account' for sharing dashboard configurations.

8 Once that's done, click on "Duplicate to another account".

9. Manage dashboard timezone settings by selecting this option.

9 Afterwards, click on "Manage Dashboard Timezone".

10. Click here to configure dashboard permissions.

10 Then, click on "Manage permissions".

11. Delete widgets by accessing the three-dot menu option.

11 Click here.

12. Finally, remember to cancel or confirm changes to your dashboard.

12 Click on "Cancel".

Did this answer your question?

😞

😐

😁