Launch Dashboard Builder

You can launch Dashboard Builder directly in Performance Dashboard and edit the Performance Dashboard currently displayed.

Prerequisite

You have administration privileges for Performance Dashboard.

If you do not have administration privileges, the Dashboard Builder button is not available in the menu bar.

Procedure

  1. Open the Sales processing process group of the Demo dashboard.
  2. Click the Dashboard Builder button in the menu bar.

Dashboard Builder opens with the set process group.

Various options are available to you for editing the Performance Dashboard.

Example: Dashboard Builder with an extract from the Sales processing group

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