Creating a New Dashboard in Aesthetix CRM: A Beginner's Guide | Aesthetix CRM

Help Center

Go to Aesthetix CRM

All collectionsDashboardBuilding DashboardsCreating a New Dashboard in Aesthetix CRM: A Beginner's Guide

Creating a New Dashboard in Aesthetix CRM: A Beginner's Guide

Unlock the full potential of your CRM data by learning how to create a new dashboard in Aesthetix CRM. This easy-to-follow guide provides detailed steps to set up and customize your dashboard, allowing you to visualize key metrics and insights that matter most to your business. Perfect for users looking to enhance their data analysis and reporting capabilities.

1. First, access your dashboard to get started.

1 Click on the element.

2. Access the Dashboard Navigation.

2 Now, click on the element.

3. Click "Add Dashboard"

3 Click on the element.

4. Add Dashboard Name.

4 Click on the element.

5. To finish click on "Confirm".

5 Click on "Confirm".

Did this answer your question?

😞

😐

😁

Terms & Conditions Privacy Policy