Dashboard - Add / Edit / Delete

DETAILED PROCEDURE

Add a Dashboard

A dashboard groups several widgets under a common theme (e.g., “Golf Tournaments” with widgets for current and historical revenue).

1. Click the “+” button located in the dashboard tab bar.
   This button lets you create a new tab dedicated to your dashboard.

2. Name the dashboard:
   Choose a clear and descriptive name.
   This name will appear in the list of tabs.

3. Click “Confirm”:
   Once validated, the dashboard is created.

4. Configure the widgets:
   After creation, you can add widgets to display specific data.
   Each widget can be filtered or sorted based on your needs.

Edit a Dashboard

Editing only applies to the dashboard title.

1. Hover your cursor over the tab of the dashboard you want to edit.
2. Click the pencil icon:
   This icon appears next to the tab name.
3. Enter the new name, then click “Save.”
   The change is immediate and visible in the tab bar.

Remove a Dashboard

Warning: Deleting a dashboard is permanent and will also remove all associated widgets.

1. Hover your cursor over the tab of the dashboard you want to delete.
2. Click the trash icon:
   This icon is located next to the tab name.
3. Confirm the deletion:
   • Click “Yes” to delete the dashboard and its content.
   • Click “No” to cancel.

Important: This action is irreversible.

Additional information is available in our Frequently Asked Questions, accessible in the following documentation:

FAQ - Dashboard - Add / Edit / Delete