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HCL Marketing Operations User Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
By default, HCL® Marketing Operations provides a set of predefined reports and dashboard components. The Marketing Operations reports package provides additional example reports and dashboard report components that are created in IBM® Cognos®, a separate business intelligence application.
To manage your dashboards and add portlets to them, click Dashboard > Create Dashboard.

Dashboard portlets

To manage your dashboards and add portlets to them, click Dashboard > Create Dashboard.

You can use dashboards portlets to access the information and application features that you need most often. Each dashboard includes one or more portlets that present different ways for you to access and update information quickly and efficiently:

List portlets provide a list of links to items in Marketing Operations, such as Approvals Awaiting Action, Manage My Tasks, and My Alerts.
Quick Links provide single-click access to options such as Create New Project or Add Invoice.
Report portlets give you access to reports such as Budget by Project Type or Marketing Financial Position. These portlets are available if the Marketing Operations reports package is installed