Question

• How can I change the time frame on my Dashlet?
• How can I change the settings for my Dashboard?
• Can you add/remove salespeople on a Dashlet?

Overview

Most Dashlets in CRM (fka Luxor) can be edited to change what type of information is displayed on the charts/graphs. 

To edit the settings on your Dashlet follow these steps:

1. Log into your CRM (fka Luxor) environment
2. Click on the "Dashboard" module underneath the modules navigation menu on the left-hand side
   
   
   
3. Then select which Dashboard your Dashlet is in from the Dashboard dropdown.
4. Locate your Dashlet on the Dashboard and then click "Settings" in the upper left-hand corner of the Dashlet
   
   
   
5. The Settings section will look different for each Dashlet. If you would like to know which settings we recommend for which Dashlets, see this article for more information - Creating a Dashboard
   

Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.