Launchpad Overview

Article Contents

• Understanding the Launchpad
• Accessing the Launchpad
• Creating Dashboard Reports
• Adding Saved Reports
• Selecting Dashboard Reports
• Removing Dashboards
• Sharing Dashboards

The Launchpad provides you with an at-a-glance look at your upcoming tasks, recent activity, and most important metrics. The Launchpad itself is a collection of different dashboards that house specific information. This information can largely be customized through the Custom Reports feature to better display the information that you want to see.

Along with Custom Reports and Cloud Dashboards, you can create your own custom reports and set them to be the default tab that you see when you first log in to SharpSpring during a given day. This means that, instead of a being presented with a generic and static startup page, you can use any of your custom reports to create individual Launchpad dashboards that showcase widgets reporting on metrics that are useful to you.

The Launchpad will appear automatically on your screen the first time you log in to your account in a given day. 

To access the Launchpad at any time from any page within the platform, click    Launchpad in SharpSpring's top toolbar.

Additionally, the Launchpad opens on the Contact Manager page, and it will be the page that appears by default when you log in to SharpSpring.

This happens regardless of whether or not the Launchpad appears.

You can add up to 10 dashboards to the Launchpad. With the Task Manager and Activity Feed dashboards, that means that you can have 12 dashboard tabs available on your Launchpad.

Additionally, you can choose between 3 default dashboards, use those system dashboards as a starting point for their own, or choose to display a generated custom report.

To create a custom report for use as dashboards, do the following:

1. Click    Launchpad in SharpSpring's top toolbar.
2. Click Add a Dashboard > Create a New Dashboard.
3. Enter a name for the new custom report.
4. Select a theme for the new custom report.
5. Click Create.
6. Drag-and-drop the desired widget from the   Widgets panel onto the canvas.
7. Hover over the widget.
8. Click    Edit.
9. Enter widget information into the Edit Report Widget panel.
10. Add additional widgets as desired.
11. Rearrange added widgets as desired in the canvas.
12. Click Save.

The created custom report will be available to use as a custom dashboard.

For more information about creating custom reports, refer to Using Custom Reports.

Saved reports can be added as a dashboard.

To add custom reports as dashboards, do the following:

1. Click Analytics in SharpSpring's left toolbar.
2. Click Custom Reports.
3. Click    Reports.
4. Hover over the created custom report. 
5. Click    Add to Launchpad.

Once you have created a custom report, you can use it as a dashboard.

To use custom reports as dashboards, do the following:

1. Click    Launchpad in SharpSpring's top toolbar.
2. Click Add a Dashboard.
3. Select the created custom report. 

1. Click    Launchpad in SharpSpring's top toolbar.
2. Hover over the desired dashboard.
3. Click    Default.

You may find that you no longer need a certain created dashboard. You can remove created dashboards from the Launchpad at any time. 

To remove dashboards from the Launchpad, do the following:

1. Click    Launchpad in SharpSpring's top toolbar.
2. Hover over the dashboard to be removed.
3. Click    Remove.
4. Click Yes. 

You can share your customized dashboards. They are shared through Cloud Dashboards, which are preset displays that are broadcasted to external monitors or televisions. Shared dashboards can be accessed via URLs that are unique for each individual dashboards.

To share reports from the launchpad, do the following:

1. Click    Launchpad in SharpSpring's top toolbar.
2. Click the desired dashboard.
3. Click    Create Cloud Dashboard.
4. Select one of the following report options:
   
      •   Private links let only those users logged
           in to your SharpSpring instance view the
           report.
   
      •   Public links let anyone with the URL
           view the report.
5. Click    Copy.  

Once copied, you can paste the copied link URL in a browser tab or an email.

When clicked, the shared report will open as a dashboard view of all added widgets and related data. This view will display the information that appears as a result of your filters.

Clicking    Full Screen will display the report window in a full screen mode and will hide the associated URL.

Clicking    Normal Screen will restore the report window to its original size.