Sometimes reps change teams or a new employee is joining your team and needs to be manually added to a dashboard, in that case, you have the option to either edit individual cards on a dashboard or to bulk edit all cards on a dashboard.
To edit an individual card or add a card, choose the "Edit Dashboard Metrics" option from the three dot menu at the top right. From the resulting screen, you can add or delete individual cards, change which KPI is showing on a card, or change the individuals, timeframe, or grouping on a card. You can also change which filters are selected -
You can also change the timeframe and grouping on every card on a dashboard at once, or edit all of the people on a dashboard.
To bulk edit the timeframe for all cards on a dashboard, select "Bulk Change Timeframe & Groupings" from the three dot menu. You can then select any combination of timeframes and time intervals groupings to apply to every card on the dashboard. You may want to use this to create a dashboard that exclusively covers activities last week or to create a ramping dashboard that matches the ramping timeframe that makes the most sense for your team.
To bulk edit the individuals shown on a dashboard, select "Bulk Change People" from the three dot menu. That will launch the "People Picker" where you can select any individuals from the org chart that you want to show on the dashboard cards. This is especially useful if you want to clone an existing dashboard and use it for a new team.
