Create your custom dashboard

Knowledge Center > Zuora RevPro > Create your custom dashboard

Create your custom dashboard

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After you log into RevPro, the default custom dashboard can be displayed to show the KPIs of your interest. If no custom dashboard is configured in the system, you will be prompted to configure your custom dashboard every time you log into RevPro.

You can configure more than one dashboard in RevPro and select one to be the default dashboard to display after you log in. 

Procedure

Complete the following steps to create a custom dashboard in RevPro:

  1. Navigate to Dashboard > Configurator. All your configured dashboards are listed on the Dashboard page.

  2. To create a custom dashboard, click the New Dashboard icon icon-add.png.

  3. In the Dashboard Template tab, click one of the layout templates to specify the way that you want RevPro to present the information. Your selection is highlighted in green.dashboard-template.png

  4. Click Continue to Charts to open the Charts tab. The existing data of RevPro reports are listed for your selection.

  5. Drag and drop the listed charts one by one to the layout template on the right.dashboard-charts.png

  6. Click Continue To Save to open the Save tab.

  7. Provide a unique name for the custom dashboard and a short description.

  8. Use the toggle switches in the Save tab to specify the following things:

    • Enabled: Whether to enable this dashboard.

    • System Default: Whether this dashboard is the default dashboard to display for the system.

    • User Default: Whether this dashboard is the default dashboard to display for the current user.

    • Private: Whether this dashboard is visible to other users.

  9. After you are done, click Save.

  10. To display the newly created dashboard, log out and log in again.

Result

The custom dashboard is created. If this dashboard is set to be the default, it is displayed after you log in to RevPro. Otherwise, navigate to Dashboard > Summary Dashboard and then use the side menu to locate and open the dashboard.

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