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Customize Lead dashboard

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Posted on by HarHar

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Hi !

Could you please advise how to create the following dashboard in Lead ?

Thanks a lot

HarHar

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Mohamed GRAIB 2,504 Moderator on at

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Hi HarHar,

Please follow these steps :

1. Navigate to make.powerapps.com then navigate to the table menu and search the lead Table as shown in the figure below

2. Click on Dashboards as shown in the figure below :

3. Click on New to create your dashboard, If you have an existing dashboard, Just click on Edit to modify it.

4. Add or Edit the Charts that you want

Let me know if it's ok for you or you need more details.

Hope that's helpful for you !

Please mark the answer as verified if that's helpful for you

Best regards,

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Eiken on at

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Hi,

Go to Advanced Setting>Customizations>Custom the systems>Dashboards

Then choose the layout.

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Eiken on at

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Hi,

Did my answer help you ?

If yes, please don't forget to click Yes under "Did this answer your question?" to close this thread.

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HarHar 112 on at

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Hi Mohamed,

Thanks for your response.

It seems to be not much functionality for customize , also doesn't know where can get it after customized.

Any more information about it ?

Appreciate your help.

Thanks

HarHar

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Mohamed GRAIB 2,504 Moderator on at

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Hi Har Har,

After creating your dashboard, you need to navigate to your entity from make.powerapps.com and then you can find your dashboard

If your question is about where can you found your dashboard to visualize charts. Just navigate to your leads records then click on Open dashboards Button in the action panel.

Hope that's helpful.

Please mark answers as verified if that'd helpful for you.

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Eiken on at

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Hi,

Open the dashboard here.

Select the dashboard from this entity.

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HarHar 112 on at

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Thanks very much, I will have a try.

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HarHar 112 on at

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Thanks very much, I will have a try.

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