You can assign a custom sales Dashboard View to show against the landing page of the Operations Dashboard.
First, you need to set up the companywide Dashboard View. For details on how to do this, Click Here.
Once you've set up your dashboard view, you need to assign it against the Operations Dashboard.
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 .