You can view a dashboard, create a new dashboard, and rename or delete existing
dashboards, as required.
note: Business Administrators require the Analytics Administration Tab privilege to
create, edit, and delete dashboards.
How to…
Display a Dashboard
1. Log into Xactly Analytics.
2. Click the Home tab.
The Business Dashboards page appears with your currently-accessible dashboards
displayed (as a list) in the My Dashboards area.
3. Select a dashboard in the My Dashboards area.
The dashboard content appears. If no content has been added, an empty dashboard
page notification message appears.
Create a New Dashboard
1. On the Home tab, click the Create Dashboard button in the Dashboard Tasks
pane. The Create Dashboard dialog appears.
2. Type the name of the new dashboard and click the Create button.
An empty dashboard page appears.
3. Click the button to add content to the new dashboard.
The dashboard editor appears. Add content to the new dashboard and click the
button when done.
Rename a Dashboard
1. On the Home tab, select the dashboard you want to rename (in the My Dashboards
area).
2. Click the Rename Dashboard button in the Dashboard Tasks pane.
A dialog appears where you can rename the dashboard.
3. Type the new name of the dashboard and click the Rename button.
The renamed dashboard appears in the My Dashboards area.
Delete a Dashboard
1. On the Home tab, select the dashboard you want to delete (in the My Dashboards
area).
2. Click the Delete Dashboard button in the Dashboard Tasks pane.
A confirmation dialog appears.
3. Click Yes to delete the dashboard, or click No to dismiss the dialog without deleting
the dashboard.