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HCL Marketing Platform Administrator's Guide
HCL® Marketing Platform provides security, configuration, notification, and dashboard features for HCL® Marketing Software products.
Dashboards are configurable pages that contain information useful to groups of users who fill various roles within your company. The components that make up dashboards are called portlets. Dashboards can contain pre-defined portlets or portlets that you create.
Topics in this section describe how to set up dashboards.
Use this procedure to create a pre-assembled dashboard.

Creating a pre-assembled dashboard

Use this procedure to create a pre-assembled dashboard.

Procedure

Ensure that the portlets that comprise the pre-assembled dashboard you want to create are enabled.
In HCL® Marketing Software, select Dashboard to open the Dashboard administration page.
Click Create dashboard.
For the Type select Use pre-assembled dashboards.
The available pre-assembled dashboards are listed.
Select the pre-assembled dashboard you want to use and click Next.
A list of the portlets comprising the selected pre-assembled dashboard is displayed. The list lets you know when a portlet is not available, either because the required product is not installed or because the portlet has not been enabled.
Click Save to finish creating the dashboard.

Your new dashboard appears as a tab on the Dashboard administration page, and is listed on the Administration tab. You can now modify the portlets it contains, if necessary.