You now can have your own Personalized Dashboard!



How it works:


  • It is possible to activate for each and / or every role
  • It cannot be activated for specific users, only for entire roles
  • The Dashboard is completely personal, so no one will have access to your Personal Dashboard




Activate Personalized Dashboard


Once is active you will see the Personalize Dashboard button. It will create your Personal Dashboard with the same widgets and filters you have on your current dashboard.






How to Access it


After you created your personal dashboard it will by default become your landing page the next time you log in. You can also check your Personal Dashboard on Report Hub under the My Dashboard section, along with your shared Dashboards.





How to Deactivate it


If you don't want your new personal dashboard to be your landing page you can deactivate in the Settings tab on your report as shown below. This will make the User Role Dashboard (relevant to your user type) as the landing page again. If you wish to use your personal dashboard as a landing page again - you can go to My Dashboards → Click on the Dashboard → Setting Tab → Turn it ON




How to take a update your Personal Dashboard with a new copy? 


You are able to update or take a new copy of Personal Dashboard from the Standard Roles Dashboard. Follow the steps below as a guide.


  • Login to CustomerGauge.
  • Click on the Edit Button on your Personal Dashboard



  • Go to the Setting tab and Turn Off your Landing Dashboard and Save.


  • Log out of the CG platform and Login again.
  • You will now be presented with the Standard Role Dashboard as your Landing Dashboard.
  • Click on the Use as Personal Dashboard Button. It will overwrite your previous version.

  • A copy of this User Dashboard will be saved as your Personal Dashboard. The name used will be the same as your previous Personalized Landing Dashboard.
  • Log out of the CG platform and Login again.
  • You will now be presented with the new copy of the Role Dashboard as your personal Dashboard. Edit this copy to further personalize it as needed. Save.