Customizing your CapitalDesk Dashboard
3 steps
Commercializeiq
1
Click "CapitalDesk" on your menu bar
2
From the Dashboard tab, click "Customize" to select which KPIs are viewable and the timeframe you'd like to see them in, then click "Save As..."
3
This will enable you to save this dashboard view.
Customizing your CapitalDesk Dashboard
3 steps
Commercializeiq
1
Click "CapitalDesk" on your menu bar
2
From the Dashboard tab, click "Customize" to select which KPIs are viewable and the timeframe you'd like to see them in, then click "Save As..."
3
This will enable you to save this dashboard view.