Your Federal Compass dashboard is a central hub for all your essential items, enabling you to create and view multiple charts that visualize your pipeline and processes.
You can customize your dashboard layout and add a variety of components to boost your productivity and efficiency.
Accessing Your Dashboard
1. Open the Dashboard: Begin by clicking on the Federal Compass Logo situated in the upper left corner of the screen. This will direct you to your personalized dashboard.
2. Customize Your Dashboard: Once there, locate and click the "Customize Dashboard" button found in the top right corner of your screen to enter the customization mode.
Adding Custom Elements
In the customization process, you can add a diverse range of elements to optimize your dashboard. This includes creating custom charts that display various types of information, such as pipeline stages, tasks, process-oriented details, and other critical insights.
1. Add a New Item: Click the Plus button (+) next to the item you wish to add.
Configuring Your Dashboard
1. Toggle the size of charts for full, half, and quarter page.
2. Move the location of each chart to ensure critical information is where you need it.
Removing Items
Should you need to delete any item from your dashboard, hover over the chart and select the Trash icon.
Following these steps, you can tailor your Federal Compass dashboard to accommodate your specific needs and create visualizations to optimize your processes for maximum efficiency.