Rename, Duplicate, Delete, or Set a Default Dashboard

Manage your dashboards from the options menu in the upper-right corner of any dashboard.

Rename a Dashboard

1. Open the dashboard you want to rename.
2. Click the options menu in the upper-right corner.
3. Select Rename Dashboard.
4. Enter the new name and confirm.

Name dashboards for what they're for — "Q3 Forecast" or "My Overdue Tasks" — so they're easy to pick out of the dropdown.

Duplicate a Dashboard

Copy a dashboard when you want a variation without rebuilding all the tiles.

1. Open the dashboard you want to copy.
2. Click the options menu.
3. Select Duplicate Dashboard.
4. Give the copy a unique name and confirm.

Set Your Default Dashboard

Choose which dashboard opens when you log in to Pipeline CRM.

1. Open the dashboard you want to see first.
2. Click the options menu.
3. Select Make Dashboard Default.

Your default only changes what you see. It doesn't affect your teammates.

Star a Dashboard

Click the star next to a dashboard's name to mark it as a favorite and keep it near the top of the Dashboards dropdown.

Delete a Dashboard

1. Open the dashboard you want to remove.
2. Click the options menu.
3. Select Delete Dashboard.
4. Confirm.

Deleting a dashboard is permanent and can't be undone. Deleting a dashboard doesn't delete the list views, reports, or goals behind its tiles — only the dashboard itself.

Need help? Contact support at customercare@pipelinecrm.com.