Click on the Dashboard Button on the Menu Bar near the bottom left of the screen.  Then click on the Setup Button at the bottom of the Dashboard.  Click on the active widget you want to set up and then click the Setup Widget Button.

Investment New Business

This search only looks at the New Business Actions that are associated with an investment account.

Remember that there are 3 kinds of New Biz Actions, Contact, Insurance, and Investments.  You can use this control to limit your charts to only one kind of new business actions, such as only investments (in the screen example below).  This will only include new business items associated with an account.

The person in charge of investment account setup and transfers will want to limit their chart to only investment actions, so they will not check off any other actions.

If you choose 6 slices, only the top 6 New Business Actions will be shown.

See Also

Configuring Your Dashboard