by Jackal Software

Administrators can copy dashboards from any user to any number of users, teams, or roles. Save time logging in as individual users to set up their dashboards.

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The simple solution for your Dashboard copying headaches

You chose SugarCRM for a lot of reasons.

But let’s face it, at the end of the day, you saw how it could help your bottom line.

If your sales team is more effective, that means more customer engagement, stronger relationships, and more sales, more fundraising, and more opportunity for your company to wow your customers.

But you know it’s not just about the sales team. SugarCRM allows your IT staff to be more creative and more efficient. I don’t have to tell you how much that benefits the entire company.

Dashboard Copy Manager helps you take that even further.

Simple ... faster ... better.

Want to set up a new user dashboards? While more recent versions of Sugar allow for copying default dashboards to teams the interface can be confusing and is depending on using Teams. Additionally Filters are not copied over so if any dashboard has a custom filter applied the end user will not be able to use the dashboard.

You get the picture.

Dashboard Copy Manager saves countless hours for administrators. Simply copy the settings from an existing user and drop it into to a selected group of Users, Teams, or Roles. Dashboard Copy Manger is compatible with SugarCRM CE, SugarCRM 7, SugarCRM 8, and SugarCRM 9 On-Premise and SugarCRM On-Demand.

You save time and money

What’s the value of time? This much is for sure: It ain’t free. And it’s for sure better spent on other things than manually setting up dashboards for new users or manually copying dashlets over… and over… and over… again.

Better still, what’s the value of the new creative solutions, bug fixes, and development that your team isn’t doing because they’re spending time manually setting up dashboards?

With Dashboard Copy Manager you can copy the home page settings from any user and deploy to any number of users you choose. Additionally, you can deploy to Roles or Teams to save even more time and prevent missing anyone.

Move fast, break things… and fix them no problem

Dashboard Copy Manager allows your team to move faster and get their work done in a fraction of the time it used to.

And when they move a little too fast and overwrite a dashboard by accident? No problem.

When deploying from a template, Dashboard Copy Manager also creates a backup of each user's dashboard. This allows admins to quickly and easily restore a dashboard.

It’s as easy as…

1) Create a Template

New » Dashboard Templates » Professor M 2019-04-28 21-46-39.png

2) Select Deploy Template from Action Menu

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3) Choose to deploy to selected users, roles, or groups


4) Select who to deploy to


5) Select which dashboards to deploy


And when there’s a “whoops”… Easily restore by selecting a Deployment from the Template Sub-panel


Don't want to copy all dashboards - then Append them

A new feature for Dashboard Copy Manager is the ability to copy individual dashboards to users. This feature allows Admins to add new dashboards to their organization without wiping out the users' existing dashboards.

Should the need arise to redeploy an update the next deployment will update the previously deployed dashboard so users won't end up with an endless list of out of date dashboards.

For more details on the Dashboard Append functionality please see the Admin Guide

Try some “back of the envelope” math

At Jackal Software, we don’t overcomplicate things. We aim to create simple solutions that make life easier for SugarCRM users. Well, that, and to help them operate more efficiently and save money.

So I encourage you to do some simple math.

Consider how much time it takes to set up a new user dashboard. I mean literally -- how many minutes does an administrator in your system require to set up a new user so that user is primed and ready to hit the ground running?

Now multiply that out over how many times that’s done. And multiply that out over how much that administrator’s time is worth.

And that’s just setting up brand new users. It doesn’t even consider the time it takes to deploy new dashlets across existing users.

In other words, it’s quickly apparent just how much time and money Dashboard Copy Manager can save you. So I encourage you to try it today and start saving!

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