Pricefx provides various pre-built Dashboards for different needs. If you require a custom "blank" Dashboard to personalize, you can create one from the ground up using a "blank" logic.

How To Create a Dashboard from Scratch

1. To make a new Dashboard, access the Administration icon (displayed as a wrench key) at the top-right of the main page and choose Dashboard from the options.

2. The system will show a list of current Dashboards. Select the Add icon at the top-right to generate a new Dashboard.

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Generating a new dashboard

3. Provide a Name and Label for your new Dashboard.

4. Select a Target Date using the calendar icon if necessary for specific calculations; otherwise, leave it blank.

5. Click on the Add blue icon at the bottom.

See Screenshot:

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Defining the dashboard

6. Locate your new Dashboard in the current listing.

7. Open the dropdown menu to select a logic for your new Dashboard display.

8. If you are familiar with the available/existing logics, choose one from the list.

9. For a new "blank" Dashboard, select the New Logic option (ensure a blank logic has been created beforehand).

10. Click on the Save icon.

Now you must validate that your new "blank" Dashboard is ready for use.

11. Open the Dashboards list using the main menu icon.

12. Locate the new Dashboard you just created.

Now you can customise your dashboard as needed. Use the Add Portlet icon in the top right corner to quickly select from available options.