Step-By-Step Guide to Accessing Your Dashboard Settings
1. Access Dashboard Settings:
Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.
2. Navigate to the Apps Tab:
At the top of the page, select the 'Apps' tab.
3. Access the Dashboard Application:
From the left-side column, choose 'Dashboard'.
Managing Dashboard Settings
The Dashboard application offers three global preferences, all of which operate identically. The dashboard preferences are for Contacts, Website Analytics, and Deals.
1. Edit Time Period for Tracking:
By clicking 'Edit', you can choose the specific timeframe you want the application to monitor and display within your Dashboard widget. For example, if you set Website Analytics to 'This Month', the widget will only show analytics for the current month.
2. Select a Time Period:
You can choose the following timeframes from the dropdown menu:
Last Six Months
3. Save Your Time Period Preference:
After selecting your desired timeframe, click 'Save' to save your preferences for that specific application. If you prefer to keep the same timeframe for all applications, click 'Save This for All'.