How do I choose which dashboard panels show?
The panels on the dashboard and on Pan Pakistan can be chosen for the whole company, for a role, or for one person. With nothing chosen, every panel shows.
For the company
Setup → Settings, group Dashboard: the dashboard panels setting. See Settings and exceptions.
For a role
Setup → Roles, open the role. The Dashboard panels section starts at Same as company. Change it to pick panels for everyone with that role.
For one person
Setup → Users, open the user. The section starts at Same as role.
Picking panels
The panels are chips in two groups, Dashboard and Pan Pakistan. Click a chip to switch it on or off. All and None set every chip at once.
| Group | Panels |
|---|---|
| Dashboard | Headline, Setup, Calls done each day, Call outcomes, Doctors slipping, Approvals waiting, Top risks, Visits by tier, How often met, Field managers, Discussion, Products, Doctors seen by type, Deferred each week, Products by hospital, Products by month, Doctors by tier, Institutes reached, Institutes, Insights, Planned done by field manager |
| Pan Pakistan | Headline, Regions, Field managers, Leaves |
What each panel shows is on The dashboard and Pan Pakistan.