Dashboards
What is a dashboard?When you log into AssociationSphere for the first time, you will see the CRM Module Dashboard. Each of the modules listed under the workspace menu has a dashboard which provides a summary of metrics for that module. The dashboards are built in to the software and are not editabl…How do I create and edit my personal dashboard?You can create a personal dashboard showing the graphics that are most important to you. Under the Workspace menu, the top option is Personal Dashboard. By default, the personal dashboard is a copy of the CRM dashboard. You can make the Personal Dashboard your homepage by clicki…Can I customize the graphics shown on the dashboards?Currently, the graphics shown on the module dashboards are not editable. However some graphics have a menu option to show different data, for example the Events Module Dashboard, you can choose different data in the graphic on the top right corner.How do I print the dashboards?You can download the entire dashboard as a pdf file by clicking on the pdf icon in the top right corner of the dashboard, or you can download the individual graphics as image (png) or pdf files by clicking on the icons in the top left corner of each of the graphics.How can I set a homepage?You can select any dashboard or sub-page to be your homepage by clicking on the Home icon (house) next to the dashboard or page from the Workspace menu. Anytime you would like to navigate to your homepage, you can click on the Home icon from the menu bar next to Workspace.Can I create favorite shortcuts for the workspace?Yes. Next to any dashboard or sub-page you will find a Star icon. Click on the star to change it from white to blue to create your shortcut. You can navigate quickly to any shortcuts you have created using the Star Menu on the workspace bar. To remove a shortcut, from the Worksp…