8. Operations Dashboard Overview

Creating a Dashboard

1. Go to the main page of erxes and select Insight from the menu.
2. Click the Add Dashboard button next to the Dashboard name field (the button marked with a (+) symbol).
3. In the Dashboard Name field, enter a name for your dashboard (e.g., "Sales").
4. In the Choose Section field, type "Task" and click Create.
5. Check the box for Task Chart to add it to your dashboard.
6. Click Save to save your new dashboard.