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Personalizing dashboards by adding widgets

Suggest edit Updated on May 10, 2021

Customize the dashboards in your application to display the widgets that you need by using the widgets window, which shows a list of available widgets with descriptions.

  1. Log in to Pega Sales Automation as a sales representative, sales operations, or sales manager.
  2. In the User portal navigation pane, click Dashboard and in the top-right corner of the screen, click the Personalize the dashboard icon.
  3. In the Edit dashboard pane, in the Widgets section, in any slot, click Add widget(s).
  4. Select a widget and click Add selected to confirm. For information about the Pega Sales Automation for Insurance widgets, see: Pega Sales Automation for Insurance dashboard widgets and reports.
  5. Click Publish or click the drop-down list selector to publish the widget to an access group or work group.
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