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The dashboard is a default page you see after you log in. It is an adjustable view that may contain different information blocks (widgets), such as today’s calendar, recent calls, emails, quick launchpad, etc. You can have several dashboards that serve different purposes and switch between them.
If you run the OroMarketplace application, each seller organization additionally has a the ability to create Seller Dashboards that demonstrate their organization’s e-commerce statistics for orders revenue and count, product statistics, and top-selling items over time.
To create a dashboard:
Navigate to Dashboards > Manage Dashboards in the main menu.
Click Create Dashboard.
Provide the following details in the form:
Label — The name used to refer to the dashboard in the system.
Owner — Limits the list of users who can manage the dashboard to the users whose roles allow managing dashboards of the owner (e.g., the owner, members of the same business unit, head of the department, etc.)
Clone from — Choose an existing dashboard to be used as a base for a new one. If you want to create a dashboard from scratch, choose the Blank Dashboard option. This field is available only for the widget dashboard type.
If the system have more than one dashboard type, you can select the required type via the Dashboard type select box. The default type of dashboards is built from and called widgets.
Click Save and Close on the top right.
Initially, the dashboard contains all the widgets of the dashboard it has been cloned from. Dashboards cloned from the Blank Dashboard are empty.
You can switch to a different dashboard either by:
To edit, create or delete a dashboard, you can either:
Hover over the Tools and select the required action, or
Use the More Options menu from the Dashboards page under Dashboards > Manage Dashboards.