Shape Software Dashboard Settings

Dashboard Settings

What does Dashboard settings do? Control what you track on your system dashboard by updating this page at any time. The changes will be reflected after refreshing your browser.

How to use your Dashboard Settings. In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Dashboard Settings.” Choose the 6 campaign sources that you would like to track on the dashboard. This graph reflects monthly numbers unless you specify differently at the time frame selection area. Choose the statuses that you would like to track on the dashboard for quick viewing. This graph reflects the monthly numbers of prospects or accounts sitting in each statuses chosen unless manually selected at the top time frame selection area. Control what you track on your system dashboard by updating this page at any time.The changes will be reflected after refreshing your browser. If you have anymore questions please do not hesitate to contact us at support@setshape.com


Need More Help? Contact us at support@setshape.com