Manage Dashboards in the Back-Office 

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.

Create a Dashboard 

To create a dashboard:

  1. Navigate to Dashboards > Manage Dashboards in the main menu.

  2. Click Create Dashboard.

  3. Provide the following details in the form:

    A form for creating a new dashboard
    • 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.)

    • Dashboard Type — Select whether the dashboard you are creating is of the widget (available with any Oro application) or seller type (available for OroCommerce Enterprise).

    • 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.

  1. 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.

Switch Between Dashboards 

You can switch to a different dashboard either by:

  • Clicking Dashboards in the main menu and selecting the dashboard you need.

    Switch to a dashboard by clicking the dashboard name
  • Toggling dashboards in the header of the dashboard page.

    Toggle dashboards

Add, Edit, and Delete a Dashboard 

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.