To create a new Dashboard:

1. Click Dashboards > Add.
   
    

   Button Text	Label for the button; each Dashboard will show as its own button in the menu.
   Dashboard Title	Title that displays at top of Dashboard.
   Button Color	Color for this Dashboard’s button.
   Dashboard Associate	Associate(s) that this Dashboard’s data is based on.
   Associates that can View	Associate(s) that have permission to view this Dashboard.
   Copy Dashboard From	Copy initial Dashboard setup from an existing one.

2. All fields, with the exception of Copy Dashboard From, are required.  Fill them in and click OK.  The Dashboard Management window will appear.
3. This window controls the positioning of the buttons in the hierarchy.  See the Organizing Dashboards  page for more information.  For now, click Save/Close in the lower right.
4. Your new Dashboard button will appear on the left.
   
    
5. Click on the button you just created.  The blank dashboard will load.
   
    
6. Click 2 by 2 to create your first tile, then click the Gear icon on the tile to enter setup.
   
    
7. There are four types of Dashboards:
   
    

   Numeric	Displays a number; recommended for use on 1 by 1 tiles
   Gauge	Creates a gauge with goals; useful for tracking progress
   Chart	Displays a pie, bar, or doughnut chart; best used with 2 by 2 tiles
   List View	Displays a list of actionable records such as tasks, customers, appointments, etc.

   
    
8. For this example, click on Chart.
9. Use the drop-downs to select:
   
   a.    Data Set:  Sales Data
   b.    Data Value to Display: # Sales by Associate
   c.    Chart Type: Pie Chart
    
10. The Tile Title will automatically fill in to match selected data, but you can change it if you like.
    
     
11. Click Save to add this tile.
12. Repeat to add as many additional tiles as you like.
13. If you make a mistake or want to delete a tile, use the Remove Tile button.
14. When done, click the Gear icon in the top right to toggle out of configuration mode.