Dashboards for the Infront Advisory Solution

Module "Infront Advisory Solution Portfolio Management"

Dashboards are start pages in the Infront Advisory Solution. The Infront Advisory Solution includes general ("global") dashboards as well as special dashboards for owners and portfolios.

The content configuration of the dashboards takes place entirely in the front end of the Infront Advisory Solution. This is where you define which widgets are arranged on the dashboard and how.

Editing the metadata of the templates (name, category...) as well as deleting dashboards can be done completely in the Infront Portfolio Manager, but opening dashboards in the Infront Portfolio Manager is not possible.

The dashboards for the Infront Advisory Solution described here are to be distinguished from the table templates for the Customer Account ("Dashboards" module). Dashboard templates are also sometimes mentioned there, but these are not used in the Infront Advisory Solution.