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.

New Business Distributions

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 Contacts (in the screen example below), or you can include more new business items.

The person in charge of insurance underwriting will want to limit their chart to only insurance 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

Insurance New Business Widget