Troubleshoot dashboard data
Fix empty widgets, numbers that don't match your reports, missing widgets and dashboards you can't change.
Widgets summarize your records, so most dashboard problems are fixed in the period setting, your access, or the records themselves.
A widget is empty or looks wrong
- Check the period. A widget on 7D or Last 7 days won't show older records, and won't match a monthly report.
- Check the records exist. Finance widgets need invoices, payments and expenses; CRM widgets need deals with stages; project widgets need tasks and time.
- Open one record you expected to see and check its status, date and amount.
- Refresh the widget from its menu, or reload the page.
If you see "We could not load this widget", select Retry.
Revenue doesn't match my invoices
Revenue counts payments on the date they were paid, less refunds, not invoices issued. An invoice sent this month and paid next month counts next month. Compare with Finance › Payments for the same dates. Expenses only count once they are approved and paid.
A widget is missing from the list
- You can only add widgets to dashboards you own.
- Members see only the widgets that match their access. Ask an admin to check your role in Settings › Roles & Permissions.
- Clock in/out needs an employee profile in HRM.
Someone sees different numbers
A shared dashboard shows each person only what their role allows. Compare their role with yours, and check they are in the same workspace and on the same dashboard.
I can't change the dashboard
The Customize button shows View only on built-in dashboards and dashboards shared by someone else. Create your own dashboard to arrange it your way.
The layout has gaps
Select Customize, then Clean up layout, then Done.