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Global dashboards

When you start the Infront Advisory Solution, you first see the global dashboard assigned to you as start page.

By clicking the "Dashboards" icon in the main menu, you can switch to the list of the available (global) dashboards. In the navigation pane, you find the dashboards in alphabetic order divided into public and private dashboards.

A global dashboard has no input object. To assign a global dashboard to a securities account object (holder or portfolio) and thus to be shown as a holder or portfolio dashboard in the view of the corresponding securities account object, the corresponding securities account object type must be assigned to the dashboard template in the configuration of the template. You can assign either only holders, only portfolios or also both types.

In Infront Portfolio Manager, you also specify in the properties of the template of the "Dashboard" type if these are to be available for client meetings.

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