Customizing Dashboard Widgets

You can fully customize your dashboard by adding, removing, resizing, and rearranging widgets to show the information that matters most to you.

Navigate to: Dashboard > Edit (or the dashboard editor)

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Entering Edit Mode

1. Go to your Dashboard.
2. Click the Edit or Customize button (pencil icon or gear icon).
3. The dashboard enters edit mode — you will see handles and controls on each widget.

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Adding a Widget

1. While in edit mode, click + Add Widget.
2. A widget gallery opens showing all available widget types.
3. Click on a widget to add it to the dashboard.
4. The widget appears on the dashboard, often at the bottom.

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Configuring a Widget

After adding a widget (or to edit an existing one):

1. Click the Settings icon (gear or configure icon) on the widget.
2. A configuration panel opens. Depending on the widget type, you can set:
   • Title — Custom name for the widget
   • Data Source — What data to display (deals, leads, activities, etc.)
   • Filters — Narrow down by status, assignee, pipeline, etc.
   • Visualization Type — Chart type (line, bar, pie)
   • Date Range — Fixed or follow dashboard filter
   • Columns — For table widgets, which columns to show
3. Click Save or Apply to confirm.

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Resizing Widgets

1. In edit mode, find the resize handle at the bottom-right corner of the widget.
2. Click and drag to make the widget larger or smaller.
3. Widgets snap to a grid — they will align automatically.

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Rearranging Widgets

1. In edit mode, click and hold the widget's drag handle (usually at the top of the widget).
2. Drag the widget to a new position on the dashboard.
3. Other widgets will shift to accommodate.

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Removing a Widget

1. In edit mode, click the Remove or X button on the widget.
2. Confirm the removal.

Removing a widget only removes it from this dashboard — you can add it back at any time.

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Saving Your Dashboard Layout

1. After making all changes, click Save or Done to exit edit mode.
2. Your layout is saved and will persist across sessions.

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Resetting a Dashboard

If you want to start fresh:

• Create a new dashboard instead of modifying the current one.
• Alternatively, remove all widgets and re-add the ones you want.

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Widget Availability

Not all widgets may be available to you:

• Widget availability may be restricted by your subscription plan.
• Your administrator may have limited which widgets certain roles can use.
• Contact your administrator if a widget you need is not in the gallery.

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Tips for an Effective Dashboard

• Less is more — A focused dashboard with 5–8 relevant widgets is more useful than one crammed with data.
• Group related metrics — Put pipeline metrics near each other, activity metrics near each other.
• Larger widgets for key metrics — Give your most important stat cards more space so they are easier to read.
• Different dashboards for different contexts — Create a daily operations dashboard and a separate monthly review dashboard.