Functions of the Buttons in the Settings Tab of the Sales Dashboard

Overview

The Sales Dashboard has different buttons which you can decide whether to display or not depending upon your needs.

Step-by-Step Guide

1. Click Sales Dashboard.

   

   
   

2. Click your name on the top right corner of the page and click to select Settings from the drop-down list.

   
   

3. The UI Settings page appears.

   

   
   

4. Click Button Setting and you can see that you have the option to select the buttons from the Button Library to be displayed in the Buttons in Use category. Here is a look at the function of each button.

   
   

   1. The Create Visualizer button helps you to create visualizers from the prototypes. For a step-by-step guide, read the documentation on Create a Visualizer.

      
      

   2. The Import Excel button helps you to create visualizers with values changed. For a step-by-step guide, read the documentation on Import Excel in the Sales Dashboard.

      
      

   3. The Admin button helps you to go to the Home page.

      
      

   4. The Discovery button helps you to view visualizer types that have been configured using Discovery Wizard.

      
      

   5. The Get Help button helps you to access the user documentation.

      
      

   6. The Share & Collaborate button helps you to share the visualizer with others. For a step-by-step guide, read the documentation on Create a Share Link and Access the Shared Visualizer.

      
      

   7. The HubSpot Connect button helps you to connect to HubSpot.

      
      
   8. The Analytics Dashboard button helps you to access pages such as Leaderboard, View Data, Variable Stats, Sales Effectiveness, Activity Report and Usage Charts.