Dashboard
Customize a dashboard
Add, remove, move, resize and set up widgets so the numbers you check most come first.
Arrange a dashboard around the way you review your business: the numbers you act on first at the top, supporting charts below.
Add a widget
- Open Dashboard and select the dashboard you want to change.
- Select the settings button (Customize) in the header.
- Select + (Add Widget).
- Filter the list by General, CRM, Finance, Projects or HRM. Widgets you used recently appear at the top.
- Select the add button next to a widget. It goes into the next free space.
- Select Done when you are finished.
You're done when the dashboard shows your new layout outside customize mode. Changes save as you go; the header shows Saving… and then Saved.
Change a widget
While customizing, open a widget's menu:
- Move earlier or Move later, or drag the widget into place.
- Resize to Small, Medium or Large.
- Configure to set the widget's options (see below).
- Duplicate to add a copy, for example the same chart over a different period.
- Remove Widget to take it off this dashboard. Your records aren't affected.
Select Clean up layout in the header to close gaps after moving or removing widgets.
Set up a widget
Select Configure on a widget, choose its options and select Apply. Select Reset to go back to the dashboard's defaults.
- Period: Last 7 days, Last 30 days or Last 3 months. This overrides the 7D, 30D or 3M choice in the header for this widget only.
- Group by: Auto, Day, Week or Month, for charts.
- Sort order: Newest first or Oldest first, for lists.
Not every widget has options. If Configure shows nothing to change, add a different widget instead.
Good to know
- If the Customize button says View only, the dashboard belongs to someone else or is built in. Create your own to arrange it your way.
- Members can add only the widgets that match their access.
- Widgets set to different periods won't show matching totals. Keep periods the same unless a widget needs a longer view.