Create a custom dashboard

Create a custom dashboard in JourneyCARE to organize analytics for KPIs such as contacts, appointments, opportunities, calls, and revenue.

Create the dashboard

Create the dashboard from the Dashboard section in the sub-account, then set its name and access before confirming it.

1. Open the Dashboard section. In the sub-account, go to Dashboard.

2. Start a dashboard. Open the Dashboard Selection Menu, then select + Add Dashboard.

3. Name the dashboard. Enter a name in Dashboard Name.

4. Set dashboard access. Turn Private Dashboard ON for a private dashboard or OFF to allow team access. When Private Dashboard is OFF, set the access levels for Agency User, Account Admin, and Account User.

5. Create the dashboard. Select Confirm to finish creating the dashboard. JourneyCARE opens the new blank dashboard.

Add widgets to a blank dashboard

Use the blank-dashboard Quick Start Widgets page to choose suggested widgets, add one manually, or add a widget from edit mode.

Use suggested widgets

Choose suggested widgets when the options under What is your goal? or Top used widgets match the information you want on the dashboard.

1. Select one or more widgets from What is your goal? or Top used widgets.

2. Select Confirm & Add to add the selected widgets.

3. Select ✓ Save Changes to save the dashboard layout and finish.

Add a widget manually

Add a widget manually when you want to configure it from the Add New Widget panel.

1. From Quick Start Widgets, select + Add a widget manually. The Add New Widget panel opens.

2. Configure the widget in the Add New Widget panel.

3. Select Save in the widget panel.

4. Select ✓ Save Changes to save the dashboard layout and finish.

Add a widget in edit mode

Use edit mode when you want to add a widget through the dashboard editor.

1. Select the pencil/Edit control.

2. Select + Add Widget.

3. Configure the widget in the Add New Widget panel.

4. Select Save in the widget panel.

5. Select ✓ Save Changes to save the dashboard layout and finish.