Video Tutorial: How to Set up Dashboards with Clickable Charts

Dashboards are an amazingly practical way to see all your KPIs in one spot. They allow you to make data-driven decisions, get insights into your team’s performance, sales pipeline and monitor any other KPI that is important to your business. With Sapiens.BI, you can easily set up dashboards that allow you to see real-time data and drill-down to get more details as needed.

We have received a lot of positive feedback from our clients on our video tutorials, so we wanted to share a link with you so you can learn more about the Sapiens.BI dashboard functionality and how to apply it to your business.

In this video, you will learn to:

  1. Add charts and tables to your dashboard
  2. Set up common filters that apply to every chart in the dashboard
  3. Set up the permissions needed to share it with your team and externally
  4. Schedule dashboard emails

If you are used to your CRM’s native dashboards and want to add charts there instead, watch this video on how to set that up with Sapiens.BI charts.

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