How do I set up my dashboard?
Very wide-open question.
Depending on what you want to display, you’ll go and use the ‘add a widget’ button on the dashboard. Then, choose what you want to display.
If there are certain reports you want to have showing, run those reports and save them first. Then go to the dashboard and add them.
Hope that helps.
Jeff
Jeff Arnold, President
4Spot Marketing
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Yeah, that is a pretty big question but IS/Keap has some documentation on it:
https://help.infusionsoft.com/help/customize-the-home-page-dashboard