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Personalizing dashboards by adding widgets

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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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