Adding a New Dashboard

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Under the Dashboard menu item, click the Plus button to add a new Dashboard.

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The Dashboard Edit window will appear allowing you to create a new Dashboard.

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Clicking save will bring up the Dashboard Details.

Active – only active dashboards will be displayed in the Dashboard menu items at the top of Smartflo.

Name – name of the Dashboard.

Category – a category drop down will be created if a category is entered. You can group dashboards together in a single category for easier navigation.

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The Dashboard “Smartflo Revenue” was added to the category Smartflo under the Dashboard menu item.