Set Up KPI Dashboard

The Set Up KPI Dashboard allows users to configure key performance indicator (KPI) metrics on the user’s dashboard. The selected dashlets are displayed on the top right corner of the screen.

Steps to set up the KPI dashboard.

  1. From the Set Up Your Dashboard window. Click on the Set Up KPI Dashboard option.

  2. Click on Reset to Default to revert all KPI configurations if available to the original system-defined settings
  3. Once all necessary changes are completed. Click the Save button at the bottom of the popup window to apply the changes or click the Cancel button to discard changes.