SugarCRM Dashboard 101

Tom Risbrook
November 14, 2018

SugarCRM Dashboard 101

One of the quickest ways to make your CRM a more powerful tool is to configure and set up dashboards and dashlets. In the past this was easier said than done, every user was responsible for setting up their own dashboards which were a labor-intensive exercise and if we are truly honest, except for a few super-users, most users had no dashboards set up at all!
With the latest releases of SugarCRM you can now configure dashboards and share them across all of your teams making it far easier to put relevant information where your users need it most. In addition to making dashboards easier to share, Sugar now supports drill down dashboards allowing users to interrogate the underlying data which a chart is built on making dashboards far more functional than a static chart. For more information on these new features check out these quick how-to instructional videos.

Watch this video to learn how to set up SugarCRM Dashboard:

For SugarCRM Drill-down Dashboards

Click here to learn more about SugarCRM.

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