Change Cockpit

To change a Cockpit Template, go to the user settings under Extras >> Settings >> Users and click on the tab “Success Cockpit”. Here you can see the success cockpits that have already been created. Select the Success Dashboard you want to edit by clicking the Edit icon .

Here, you can modify the current settings by adjusting types/kinds of actions, setting new characteristics, assigning different monthly targets, and so on. You can change the position of the settings by modifying the number in the “Pos.” field and then pressing the Enter key to confirm.

To add another setting, click “Add Another Setting” in the lower-right corner.

You can delete settings by checking the setting to be deleted on the right and clicking “Remove setting” at the bottom of the action bar.

To save the Cockpit, click on the save button in the upper left corner.

Success Cockpit