Customizing the Dashboard

The Dashboard Customization feature is available only for users with a TME login.

This topic includes the following sections:

You can customize your dashboard by adding or removing optional widgets For a description of each dashboard widget, see Dashboard Widgets. The optional widgets for each program tab are listed in the Customize Dashboard window as shown in the example graphic in Step 2 in Adding Optional Widgets.

Tips on Customizing the Dashboard

This feature or function	Affects dashboard customization as follows
Fixed Widgets	Cannot be removed For each program tab, the group of fixed widgets is different. Fixed widgets are not listed in the Customize Dashboard window shown in Step 2 below.
Optional Widgets	Can be added or removed. The list of available optional widgets varies depending on the program tab you select and are listed in the Customize Dashboard window shown in Step 2 below.
Hierarchy Selection or Login	You can select the Recently Added Surveys widget for any dashboard. However, to view the widget, you must either login as a retailer or select a retailer in hierarchy.
Your Login	When you customize your dashboard, other ligged in users do not see your changes. They are visible only with your login.
Program	The set of fixed and optional widgets vary, based on the program you selected. For a list, see the next section.

Fixed and Optional Widgets for Each Dashboard

The following table lists each widget and shows whether it is fixed or optional in each dashboard.

Widget	Fixed	Optional	Overall	Prospect	Purchase	Service
Action Plan	X		X	X	X	X
Closed Loop	X		X	X	X	X
Closed Loop Efficiency	X		X	X	X	X
Customer Comments	X			X
Heatmap	X		X		X	X
Key Performance		X		X	X	X
Opportunities	X			X
Overall Prospect Driver		X	X	X
Overall Purchase Driver		X	X		X
Overall Service Driver		X	X			X
Performance Trend
Portal Traffic		X	X
Prospect Summary	X			X
Prospect Purchase Retailer Performance CRS		X		X	X
Prospect Service Retailer Performance CRS		X		X		X
Purchase Service Retailer Performance CRS		X	X		X	X
Recent Comments	X		X		X	X
Recently Added Surveys (retailer only)		X	X	X	X	X
Sentiment Analysis	X		X	X	X	X
Top/Bottom Performers		X	X	X	X	X
Year Over Year		X	X	X	X	X

Adding Optional Widgets

To add optional widgets to a dashboard, do the following:

Open the dashboard you want to work with.
From the TME ClearView toolbar , click the gear icon .
The Customize Dashboard window opens.
The graphic below is from the Overall dashboard and shows that two optional widgets were previously added.
.
- In the Selected Widgets pane on the left, widgets that have already been selected are followed by minus signs. If no widgets have been selected, the pane is empty.
- In the Available Widgets pane on the right, widgets available for selection are followed by plus signs +
From the Available Widgets pane, move a widget into the Selected Widgets pane by doing any of the following:
- Click the plus sign on the widget label.
- Double-click the widget label.
- Drag the widget.
  The widget you selected is moved into the Selected Widgets pane.
Click Save Changes.
The widgets you selected in Step 3 are displayed in the dashboard.

Removing Optional Widgets

Open the dashboard you want to work with.
From the black TME ClearView toolbar at the top of the web page, click the gear icon .
The Customize Dashboard window opens.
From the Selected Widgets pane on the left, move the widget you want to remove into the Available Widgets pane by doing any of the following:
- Click the minus sign on the widget label.
- Double-click the widget label.
- Drag the widget.
  The widget you selected is moved into the Available Widgets pane.
Click Save Changes.
The widget you selected in Step 3 is no longer displayed in the dashboard.