How to configure and edit your Persimmony Dashboard

Video Walkthrough

Set up your Widgets:

Note- The Program will default to the User's default program.

Step 1: Select Dashboard.

Step 2: Click the drop-down arrow to choose from a list of available options.

Edit your Widgets:

Step 1: Select Edit.

Step 2: Select an option from the drop-down menu.

Step 3: Click Save.

Helpful Hints:

Fiscal Year: The data displayed in each widget is based on the default Fiscal Year at the top of your page. This will remain the default each time you open your Dashboard.

A. To change the fiscal year for all widgets, click the drop-down arrow and select the desired fiscal year.

B. To display data for all fiscal years within an individual widget, click the checkbox next to All FY.