MAXIMIZER TRAINING ACADEMY
For administrators, end-users, and sales leaders
Transform data into actionable insights with Maximizer’s dashboard capabilities. This class teaches administrators how to create compelling dashboards that provide real-time visibility into business performance. Learn to build custom indicators and organize information for different user roles and management levels.
Agenda:
• Overview of Maximizer Dashboard functionality
• Understanding different dashboard types and use cases
• Creating dashboards using Saved Searches
• Building dashboards from Favourite Lists
• Designing custom dashboard indicators
• Modifying existing dashboard components
• Adding new indicators and metrics
• Dashboard permissions and user access control
• Best practices for dashboard design and usability
• Creating role-specific dashboards for different user types
• Monitoring dashboard performance and user adoption
• Troubleshooting dashboard issues
Time:
120 minutes, with time for questions
Class Code: FSE-303
Class Type: Administrator Training Class