At company level, you can assign a custom Sales Dashboard View to show against the landing page of the Operations Dashboard for all sites within your company.
First, you need to set up the Sales Dashboard View that you want to use. For details on how to do this, Click Here.
Once you've set up your Sales Dashboard View, you need to assign it against the Operations Dashboard so that it shows on this page for all sites. To do this:
- In Centegra Plus, head to Company Settings > Company.
- Select the Operations Dashboard tab.
- Select the relevant dashboard view from the Dashboard list.
- Select [SAVE COMPANY].
Widgets will then show on the Operations Dashboard landing page per the configuration of the selected Dashboard View.
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