Customize KPI Dashboard

The Customize dashboard option allows you to arrange your dashboard to meet your specific needs. For example, if your KPI dashboard page includes value information for 20 or 30 KPI instances, you spend a good deal of time scrolling through this very long list, trying to locate specific instance information. With Customize dashboard, you can create different dashboard pages on which to store specific instance data. You can also arrange information in tabs, making it easy to access different instance data while working on the same page.

  1. From the KPI dashboard page, select Customize dashboard. The Customize KPI dashboard screen appears. All KPI instances appear in the left pane.

    Note: For information about accessing the KPI dashboard page, see View KPI data from a dashboard.

  2. To create new dashboard page, in the right pane, select Newpage.

  3. In the Page field, enter a name for your page.

  4. A tab structure appears in the bottom half of the right pane. Drag any instances you want to include on the page to a corresponding tab.

  5. Double select on the tab and enter a new tab name.

    For example, if you have Major Giving and Revenue KPI instances, you may want to create two pages, one housing all Major Giving instances and another housing all Revenue instances. To accomplish this, follow these steps:

    1. After you select New page, enter “Major Giving” in the Page field.

    2. In the left hand pane, select the first Major Giving instance and drag it to Tab 1.

    3. Double select on the tab name and rename the tab to better identify the instance.

    4. Select the New tab button and continue adding Major Giving instances until your page is complete. You can also add more than one instance to a tab.

    5. When you finish creating the Major Giving page, select Save. You return to the KPI dashboard page.

    6. Select Customize dashboard to reopen the Customize KPI dashboard screen and create a Revenue page. Repeat steps a-e, creating a Revenue page.

  6. When you finish creating your pages and return to the newly customized KPI dashboard page, a Page field now appears. Use this field to select the page you want to display. If you added tabs, your new tabs also display, each housing value information related to the assigned KPI instance.