Creating a Dashboard

Listrak CRM comes with pre-built dashboards, but as you begin to use CRM you may want to create a new dashboard or delete an existing dashboard.

You can create a new dashboard within Listrak CRM by following the steps below:

  1. Navigate to a dashboard under Dashboards > CRM.

  2. Then, navigate to a tile.

  3. Click the three dots in the upper right-hand corner of the tile.

  4. Click Explore From Here.

  5. When the tile loads, click the settings icon in the top left corner.

  6. Then Save to a Dashboard.

  7. Now you can set up the new dashboard:

    1. Select Group or Personal from the sidebar based on where you would like to save the new dashboard.

    2. Click New Dashboard in the lower left-hand corner of the popup.

    3. Add a Name and click OK.

    4. In the top name section, name the tile you want to duplicate.

      💡 You can delete the tile from the new dashboard after creation, if desired.

A message should appear at the top of the tile with a link to the new dashboard. The dashboard will also be available in the list of dashboards by clicking the square icon or in the dashboard navigation.

💡 It may take a few minutes for the dashboard to show up in these lists.

Deleting a Dashboard

  1. Navigate to the desired dashboard.

  2. Click Edit.

  3. Click the Settings Icon.

  4. Then Move to Trash.

  5. Confirm this is the dashboard you wish to delete and click OK.

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