Launchpad Overview

Understanding the Launchpad

The Launchpad provides you with an at-a-glance look at your upcoming tasks, recent activity, and most important metrics. The Launchpad itself is a collection of different dashboards that house specific information. This information can largely be customized through the Custom Reports feature to better display the information that you want to see.

Along with Custom Reports and Cloud Dashboards, you can create your own custom reports and set them to be the default tab that you see when you first log in to Lead Gen & CRM during a given day. This means that, instead of a being presented with a generic and static startup page, you can use any of your custom reports to create individual Launchpad dashboards that showcase widgets reporting on metrics that are useful to you.

Accessing the Launchpad

The Launchpad will appear automatically on your screen the first time you log in to your account in a given day. 

To access the Launchpad at any time from any page within the platform, click    Launchpad in the top toolbar.

Additionally, the Launchpad opens on the Contact Manager page, and it will be the page that appears by default when you log in to Lead Gen & CRM.

This happens regardless of whether or not the Launchpad appears. 
 

Note: The default dashboard will be the active tab the Launchpad displays when logging in. You can change the launch tab in the Settings area within the My Stuff tab.

Creating Dashboard Reports

The Launchpad will always display the Task Manager and Activity Feed dashboards. These dashboards provide information on what tasks are available to you, as well as the activities you or others have taken. However, you might find that you want more information. You can add different dashboards that draw on information from custom reports widgets. This may help to better provide a more complete view on what your metrics are. 

You can add up to 10 dashboards to the Launchpad. With the Task Manager and Activity Feed dashboards, that means that you can have 12 dashboard tabs available on your Launchpad.

Additionally, you can choose between 3 default dashboards, use those system dashboards as a starting point for their own, or choose to display a generated custom report.

To create a custom report for use as dashboards, do the following:

1. Click    Launchpad in the top toolbar.
   
   

    

2. Click Add a Dashboard > Create a New Dashboard.
   
   
   

    

3. Enter a name for the new custom report.
4. Select a theme for the new custom report.
5. Click Save.
6. Drag-and-drop the desired widget from the   Widgets panel onto the canvas.
   
   

    

7. Hover over the widget. Click    Edit.
8. Enter widget information into the Edit Report Widget panel.
9. Add additional widgets as desired.
10. Rearrange added widgets as desired in the canvas.
11. Click Save.
    
    

     

The created custom report will be available to use as a custom dashboard.

For more information about creating custom reports, refer to Using Custom Reports.

Important: Launchpads are tied to individual users. Users will need to set up their own dashboards. 

Note: Salespersons and Jr. Salespersons will not be able to make their own custom reports, but will be able to choose from custom reports within their organization to be on their Launchpad. The default dashboard will be the active tab on Launchpad upon logging in. 

Adding Saved Reports

Saved reports can be added as a dashboard.

To add custom reports as dashboards, do the following:

1. Click Analytics in the left toolbar.
2. Click Custom Reports.
   
   

    

3. Click    Reports.
4. Hover over the created custom report.  Click    Add to Launchpad.
   
   
   

    

Selecting Dashboard Reports

Once you have created a custom report, you can use it as a dashboard.

To use custom reports as dashboards, do the following:

1. Click    Launchpad in the top toolbar.
2. Click Add a Dashboard.
3. Select the created custom report.

   

Setting Default Dashboards

Once you have created a custom report and added it to the Launchpad as a dashboard, you can set it to be the dashboard that appears when the Launchpad opens.

To set a dashboard to be the default dashboard on the Launchpad, do the following:

1. Click    Launchpad in the top toolbar.
2. Hover over the desired dashboard.
3. Click    Default.

In the same way, clicking    Default on a dashboard that is already set as a default dashboard will remove its default status. 

Removing Dashboards

You may find that you no longer need a certain created dashboard. You can remove created dashboards from the Launchpad at any time. 

To remove dashboards from the Launchpad, do the following:

1. Click    Launchpad in the top toolbar.
2. Hover over the dashboard to be removed.
3. Click    Remove.
4. Click Yes.

   

Note: The Sales and Marketing, Task Manager, and Activity Feed dashboards cannot be removed from the Launchpad.

Sharing Dashboards

You can share your customized dashboards. They are shared through Cloud Dashboards, which are preset displays that are broadcasted to external monitors or televisions. Shared dashboards can be accessed via URLs that are unique for each individual dashboards.

To share reports from the launchpad, do the following:

1. Click    Launchpad in the top toolbar.
2. Click the desired dashboard.
3. Click    Create Cloud Dashboard.
4. Select one of the following report options:
   
      •   Private links let only those users logged
           in to your Lead Gen & CRM instance view the
           report.
   
      •   Public links let anyone with the URL
           view the report.
5. Click    Copy.  
   
   

Note: The Sales and Marketing, Task Manager, and Activity Feed dashboards cannot be shared as public or private dashboards. To share these dashboards, you will need to copy the custom reports these dashboards are based on and set them as new dashboards

Once copied, you can paste the copied link URL in a browser tab or an email.

When clicked, the shared report will open as a dashboard view of all added widgets and related data. This view will display the information that appears as a result of your filters.

Clicking    Full Screen will display the report window in a full screen mode and will hide the associated URL.

Clicking    Normal Screen will restore the report window to its original size. 
 

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