Executive Summary: Sequencing

You can customize the Executive Summary on the IntelliDealer Home page to show you the data that is most important to you. Use the Executive Summary Sequencing screen to choose summary data views to display and to reposition, add or remove any views. The system displays a maximum of two views per row but in some cases certain views require an entire row, such as equipment notes due.

To access the Executive Summary Sequencing screen, from the Home screen click the Customize Page link.

The fields on the Executive Summary Sequencing screen are:

Field Description
Description A brief description of the selected view(s) that appear on the Home Page screen.
Move Allows you to adjust the order of the views when displayed on the Home Page screen, by simply clicking the éê arrows.

Click the Click here to add summary view link to add a new view to the Home Page screen.

You can edit or remove a previously selected data view by clicking the name of the view. This opens the Edit View Properties screen.

If the Data Miner option is selected, you can specify which Data Miner queries are shown by adding or removing the user ID from the Data Miner: Authority Tab of the query.

Click Close to return to the Home screen.

Security: 998 - Executive Summary

Revision: 2025.07