Using the Role-Based Dashboard Templates

Overview

The course "Using the Role-Based Dashboard Templates" is designed to provide a comprehensive understanding of how to make the most of the Sugar platform's role-specific dashboard templates. By leveraging these templates, you can easily access the most relevant information to your role, allowing you to work more efficiently and effectively.  

The Role-Based Dashboards course is intended for all users of the Sugar Sell and Serve platform, specifically those who wish to quickly set up and operate the platform according to their role-specific needs without spending time on configuration.

By the end of this course, the learner will be able to:

• • • Provide a dashboard template overview
    • Show how to navigate and manage role-specific dashboards
    • Understand the overall purpose and functionality of each dashlet 
    • Maximize Sugar's potential by analyzing data, generating reports, and managing tasks through dashlets.
    • Duplicate and configure the role-based dashboard template
    • • • Develop skills needed to excel in its role

Lessons

Price: FREE