Dashboard Settings Overview

Why This Matters to Your Business 💼

The Dashboard Settings in Movegistics 5.0 allow you to customize your analytics view to match your team’s goals and day-to-day workflow. By selecting default time frames and pipeline views, each user can focus on the most relevant data immediately upon logging in—saving time and improving decision-making. 📊✨

With a personalized dashboard, your team gains quicker access to KPIs, pipeline progress, and operational trends—making it easier to stay proactive and informed.

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How to Access Dashboard Settings ⚙️

Click the gear icon (⚙️) in the top-right corner of your Movegistics 5.0 screen.
From the Settings menu, select Dashboard.

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Available Dashboard Settings 🛠️

Default Time Duration

Choose how far back the dashboard should pull data when you first open it. Options include:

Last 365 Days
Last 30 Days
Last 7 Days
Last 24 Hours

📈 Why it matters: Set the time frame that best reflects your reporting needs—whether it’s daily activity or long-term performance.

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Default Pipeline

Select the pipeline view that matches your role or department. Available options include:

Sales
Operations
Storage Team
Long Distance
Claims
Billing

🔍 Why it matters: Instantly zero in on the pipeline that matters most to you—no more manually switching views each time you log in.

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Best Practices ✔️

Set a shorter time duration (like Last 7 Days) for high-volume teams that monitor daily performance.
Choose department-specific pipelines so users only see metrics relevant to their role.
Regularly review your dashboard settings as team priorities evolve.

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Need Additional Help? 🤝

If you need help navigating your dashboard or optimizing its settings for your team, reach out to us at support@netensity.com — we’re here to help you get the most out of your data!

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Dashboard Settings