Creating and Editing a Dashboard

PlayMaker Spark's Configurable Dashboards allows both managers and individual reps to pull relevant metrics from all across PlayMaker in an easy-to-use way. If you can select options from a dropdown menu, you can start using Configurable Dashboards today! 

Located under the Dashboards navigation tab, users can configure, save, and share multiple user-defined dashboards. Each dashboard can be configured to display various individual and team metrics dependent upon your role permissions, allowing users to monitor and evaluate performance.

Clicking on the Dashboards tab takes you to a default dashboard page.

From here you can:

• Select a dashboard from the dropdown list to view it
• Click Delete to delete a dashboard
• Click New to create a new dashboard from scratch
• Click Share to share a dashboard with other users

• Clicking Edit on any dashboard will take you to the dashboard editor

As you can see, you can select from different layout options, with each metric represented in a separate tile. Create your own unique dashboard using numerous metrics aggregated at the user, territory, business line, insurance type, or overall organization level. Simply select the metrics that you want to see from the dropdown menus, adding or removing lines that you’d like to compare, and then click Save. Your data, your way – it’s that easy! 

For details on Configurable Dashboard metrics and creation options, read more here .