Set Up KPI Dashboard

The Set Up KPI Dashboard allows users to configure key performance indicator (KPI) metrics on the user’s dashboard. The selected dashlets are displayed in the top right corner of the screen.

Steps to set up the KPI dashboard.

1. From the Set Up Your Dashboard window. Click on the Set Up KPI Dashboard option.
2. Expand the KPI Dashboard fields using the arrow and select the required checkbox.
3. Click on Reset to Default to revert all KPI configurations to the original system-defined settings
4. Once all necessary changes are completed. Click the Save button at the bottom of the pop-up window to apply the changes, or click the Cancel button to discard the changes.
5. The selected tabs are displayed on the top right of the screen.

Refer to the screenshot below: