You want to see your marketing widgets all on one page? Or maybe, you want to see your responsive scorecard? Perhaps you think this is a fast food joint where you can have it your way and just design what you want for your dashboard? Well, you'd be right! You have several options for Dashboards within Virtuous.
Your pre-set default dashboard will be the CRM dashboard. This allows for widgets connected with the CRM, as well as shows tasks, follows, and best calls.
This dashboard is for all things marketing. The purpose is to allow you to see all of your marketing information in one place. You have access to widgets dealing with emails, online giving, and SMS.
This dashboard has so much information on it that we've actually created a whole other article on it! This has a multitude of metrics to help you see how your fundraising efforts are working. (Check out the article here)
Do you have a user that has a very unique set of information that they need to see without the noise of the other pages? Then this is your answer. As a user, you can set up a custom dashboard to help you take what you like and leave the rest!
Now that you know what the different dashboards are, it's time to dive into how to set the defaults and create a custom dashboard. Check out these articles to learn more.
How to set a default dashboard.