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Dashboard > Dashboard Set Up

Dashboard At-A-Glance

Modified on: Tue, 24 May , 2022 | 11:30 AM

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The Corporate Dashboard is your homepage for FranchiseSoft. By default it displays your recent emails, daily calendar, tasks, and digital library files. The Corporate Dashboard can also be customized to show only the information that you want to see and the widgets that can be turned on or off down to each user level. 

The following is a quick over view of what is available in each section of the Dashboard.

Widgets

You can have up to nine widgets displaying at a time. 

Reports

Here you can see a range of quick reports. Click on any of these reports for a full view of the details. To configure these reports, see Configuring Reports on the Dashboard for more information.

Tools

Here you can access the Digital Library, Task List, Supplier List and Calendar

Activities and Saved Reports

Here you can view recent Activities, Log Activities, Recent Emails and Saved Reports. 

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.