How to Create, Customize, and Manage Dashboards in Horilla CRM

In today’s data-driven business environment, having quick access to insightful analytics is crucial. Horilla CRM’s Dashboard module within the Analytics section offers users a dynamic and customizable way to visualize key business metrics and track performance indicators in real time. Whether you’re a sales manager, marketing analyst, or CRM administrator, mastering dashboard management in Horilla CRM can significantly improve your decision-making process.

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This step-by-step guide will walk you through accessing, organizing, creating, and customizing dashboards, empowering you to tailor your workspace for maximum productivity.

Accessing the Dashboard Module

To begin managing dashboards, navigate to the Analytics section in Horilla CRM and select the Dashboards module. Here, you’ll find a consolidated list of all dashboards created across your organization, giving you a bird’s-eye view of the analytics available at your fingertips.

Key features available in this section include:

• Viewing all dashboards: Access every dashboard you have permission to see.
• Folder management: Create, rename, and organize folders to group dashboards logically.
• Favorites management: Mark dashboards or folders as favorites to prioritize and quickly access frequently used items.

On the right sidebar, Horilla CRM provides convenient, quick filters:

• All Dashboards: See the complete list of dashboards.
• All Folders: Browse through all dashboard folders.
• Favorite Dashboards: Access your most important dashboards instantly.
• Favorite Folders: Jump to frequently used folder groups.

These navigation aids streamline your workflow by reducing time spent searching for critical analytics.

• To maintain clarity, Horilla CRM allows you to organize dashboards into folders.
• Folders help group dashboards by department, project, or business function.
• This structure makes navigation intuitive and keeps your workspace tidy.
• Users can mark both dashboards and folders as favorites.
• Favorites appear in the sidebar for quick, one-click access.

Managing Dashboards: List View Actions

In the dashboard list view, you have a variety of management actions available directly from the dashboard list, which enhances ease of use:

• Mark as Favorite: Quickly add dashboards or folders to your favorites.
• Edit: Update dashboard names, descriptions, or folder assignments.
• Delete: Remove dashboards that are obsolete or no longer relevant.
• Move to Folder: Organize dashboards by moving them between folders.
• Set as Default: Choose a dashboard to serve as your default home page.

These functions enable efficient and straightforward dashboard administration.

Setting a Default Dashboard

One of the standout features of Horilla CRM’s dashboard module is the ability to set a default dashboard.

• Users can set a dashboard as default by toggling the Set as Default option when creating, editing, or directly from the Is Default column in the dashboard list view.
• The default dashboard will be displayed as the home page immediately after the user logs into Horilla CRM.
• This ensures that users are greeted with the most relevant and important insights first thing, improving productivity and focus.

In situations where no dashboard is set as the default, Horilla CRM automatically displays a system-predefined Home Page. This default landing page guarantees that users always have a consistent and functional workspace, even if they have not personalized their dashboard settings.

Creating a New Dashboard

Creating dashboards tailored to your specific needs is simple and intuitive:

1. Click the New Dashboard button prominently displayed in the Dashboards module.
2. Fill in the dashboard details:
   • Name: Choose a clear, descriptive name that reflects the dashboard’s purpose.
   • Description: Provide context or goals for the dashboard.
   • Folder: Optionally assign the dashboard to an existing folder for better organization.
   • Set as Default: Enable this if you want the dashboard to load as your home page after login.
3. Save your new dashboard.

Once created, your dashboard is ready for further customization with components.

Adding Components to a Dashboard

Dashboards become powerful only when populated with meaningful data components. Horilla CRM supports adding multiple types of components to provide rich visual insights:

• Chart: Visualize trends and patterns with bar, line, pie, and other chart types.
• Table: Display tabular data for detailed, row-level analysis.
• KPI (Key Performance Indicator): Highlight essential metrics with easy-to-read indicators.

To add a component:

1. Open the dashboard you want to customize.
2. Click the Add Component button.
3. Fill in the required fields:
   • Component Name
   • Component Type
   • Module: Select which CRM module the data should come from (e.g., Leads, Opportunities, Accounts).
4. Depending on the component type, configure additional settings like filters, date ranges, or aggregation methods.
5. Save the component.

Your component will immediately appear on the dashboard, allowing you to analyze critical information quickly.

Reordering Dashboard Components

Horilla CRM lets you reorder dashboard components easily to present information logically and impactfully.

• Click the Reorder button on the dashboard detail view (highlighted in the top right corner).
• A pop-up window titled Reorder Components opens.
• The pop-up has two tabs at the top:
  • Reorder Components
  • Reorder KPIs
• In the Reorder Components tab, you see a list of all dashboard components (e.g., charts, tables).
• Use the up (↑) and down (↓) arrows next to each component to move them up or down in the list.
• Switch to the Reorder KPIs tab to reorder KPI components separately using the same arrow controls.
• After adjusting the order, click the Save Component Order button to apply and save the changes.
• The dashboard will now display components and KPIs in the updated order based on your preferences.
  

The Dashboard module in Horilla CRM is an indispensable tool for anyone seeking to harness data for smarter business decisions. Its combination of intuitive navigation, flexible organization with folders and favorites, customizable dashboards, and powerful component options allows users to tailor analytics views to their exact needs.

Setting a default dashboard as the home page ensures immediate access to critical insights upon login, while the system’s fallback home page guarantees a smooth experience for all users.

By mastering dashboard management in Horilla CRM, you can transform complex data into clear, actionable intelligence—driving your business forward with confidence.