Adding and Editing Dashboard Panels

The Dashboard displays a range of tabs and panels that pertain to collections, goals, and recent accounts.

Adding Panels

1. From the dashboard, Right click on the tab, then click “Add Panels”

2. Select the panel(s), click Add

3. Click Done

Editing Panels

1. Right Click in the panel and select “Edit”

2. Select Date Range

3. Click Done

Email Deliverability Chart and Graph

Please note that the 'Email Deliverability' chart requires the Enhanced ELS Package Addon. Set a send date range (e.g., week, month) for accurate data representation.