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:

• Pega Sales Automation for Insurance widgets

To personalize dashboards by adding widgets, complete the following steps:

1. Log in to Pega Sales Automation as a Sales Rep, Sales Ops, or Sales Manager operator.
2. On the dashboard, in the top-right corner of the screen, click the Personalize the dashboard icon.
3. In the Edit dashboard pane, in the Widgets section, in any slot, click Add widget(s).
4. Select a widget and click Add selected to confirm.
5. Click Publish.