Dashboards and Widgets
TeamConnect Business Intelligence provides a number of starter dashboards. These dashboards can be configured to meet your specific needs, as they may not work with your system without customization and you may need to remap certain fields depending on your data model.
For more information on how to import starter dashboards, refer to TCBI - Dashboards.
VIDEO: Driving Outcomes with TCBI
To identify whether your TeamConnect environment requires the TC Essentials vs. TC Enterprises template set, navigate to Admin Tab > Admin Settings Object > About > Check the Installed Product