Dashboard Builder

Dashboard Builder lets you create your own view of the numbers that matter most to you by choosing and arranging cards.

Common tasks

1. Open Dashboard Builder from the left navigation under Analytics & Reporting.
2. Add cards for the measures you want to track.
3. Arrange them into a layout that works for you.
4. Save your dashboard so it is ready next time.

Tips

• Build a focused dashboard for each goal, such as appointment setting.
• Keep it simple so the key numbers stand out at a glance.