In this chapter, we will cover:
Cloning an existing Dashboard
Changing the Dashboard display type
Changing the Dashboard default filters
Changing the Dashboard headers and footers
Changing the Dashboard legends
Changing the Dashboard totals
Changing the Dashboard scales and limits
Setting a Dashboard target
Modifying the closed sales to date component
Changing data chart properties
ACT! users with Manager or Administrator privileges can use the Dashboard designer to edit existing Dashboards or to create new ones. This chapter focuses on taking the out of the box Dashboards and making them your own. For example, you might decide that you would like to view the Activities by User component as a list display, or you may want to change the Opportunity Pipeline by Stage filters to reflect the member of your sales force on a permanent basis so that you don't have to change it every time you access it.