Pega Sales Automation™ applications provide a set of standard dashboard widgets that capture your sales data to give you a real-time view of the state of your business. You can customize dashboards to display the widgets that you need. When customizing dashboards, the widget's window shows a list of widgets with descriptions.
For information about application-specific widgets, see the following article:
To personalize dashboards by adding widgets, complete the following steps:
- Log in to Pega Sales Automation as a Sales Rep, Sales Ops, or Sales Manager operator.
- On the dashboard, in the top-right corner of the screen, click the icon.
- In the slot, click . pane, in the section, in any
- Select a widget and click to confirm.
- Click .