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Personalizing dashboards by managing widgets

Updated on May 10, 2021

Customize the dashboards in your application to display the widgets that you need by using the widgets window, which shows a list of available widgets with descriptions.

Pega Sales Automation Implementation Guide
  1. Log in toPega Sales Automation as a sales representative, sales operations, or sales manager.
  2. In the top-right corner of the Dashboard, click the Personalize the dashboard icon.
  3. Choose any of the following actions:
    Change the current display template
    1. In the Current template section, click Switch template.
    2. Select any template from the list.
      Result: The dashboard automatically adjusts to the changes.
    Add a widget to any slot
    1. In the Widget categories section, in any slot, click Add widget(s).
    2. Select any widget from the list.
    3. Click Add selected.
    Reorder or delete widgets
    1. To reorder a widget, in the Widget categories section, in any slot, use the drag handle next to each widget.
      The orange line indicates where you move the widget to.
    2. To delete a widget, in the Widget categories section, in any slot, click the Delete this widget.
  4. Click Publish to save the new dashboard.
    For more information about out-of-the-box widgets, see Dashboard widgets provided out of the box.
  • Previous topic Setting up persona-based access rights to the User portal navigation pane
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