Customizing any PBN dashboard

Here is some more info on how you can quickly set up a dashboard to quickly get the KPIs that you want to examine.

If you want to take one of the default dashboards and customize it to your preference, here’s how. For example, if you want to change what you want to see on the Home dashboard and have that one as the first screen you see after logging in.

First from the Home dashboard, you would select the drop-down menu from the UR.

Select the Duplicate option. What you’ve just done is created a “clone” of the dashboard that you’ll see listed on the Upper Left of the Screen. Selecting the pencil-shaped icon to the right of the title will open the editing feature. There you can rename the dashboard, share it with other PBN users in your office, and customize panels. They can be put in Groups and the panels can be removed, located to another group. Any KPI panel can be added. Even if it is a topic not related to the KPIs on that page. More Groups can be added also.  

Selecting the Menu button on the upper right now gives you the option to make this new dashboard the Home page so when you log in to PBN, you’ll go straight to this page.