Account Dashboard Configuration
You can fully configure the Account Dashboard - including the Header, Menu, Toolbar, Recent Activities, Upper and Lower Dashboard.
The Header tab allows you to select up to 4 fields to be shown in the Account Dashboard Header. Learn more...
Recent Activities bare displayed in a bar across the top of the Account Dashboard. Select an Activity List that contains the types and statuses of Activities for display across the bar. To learn more about how to create Activity Lists: Sales Activity Lists
Activities Toolbar and Activities Menu
Select the Activities you wish to appear in the Toolbar VS. those that will appear in the Menu. The Toolbar is limited to 7 items. The Menu has no limit.
Add any charts, graphs and tables queried from your database systems to the Account Dashboard.
You will need to create them as "Widgets" in Pepperi and then position them as tabs on the upper and lower account dashboards.
To learn how to upload data for widgets: Account Dashboard Customization using your own data
For example: upload data about Sales by Brand, Commissions, Product Lines, Order Types.