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Dashboards and widgets

Why this matters

The dashboard is the first screen you see when signing in. It's a collection of widgets showing relevant info: your open leads, pending cases, overdue collections, sales charts, upcoming meetings. Each user can build their dashboard their own way.

A good dashboard cuts the "what do I need to do now?" time from 10 minutes to 30 seconds.

Your personal dashboard

You land on it on sign-in. To customize, Edit dashboard button (upper-right).

Screenshot: dashboard with widgets

Add a widget

  1. Edit dashboard → Add widget.
  2. Pick from the catalog:
  3. Leads list — your sales funnel.
  4. Open cases — support tickets.
  5. Overdue collections — pending invoices.
  6. Activity chart — sales or cases per week.
  7. Email inbox — latest unread emails.
  8. My tasks.
  9. Calendar — today's agenda.
  10. KPI metrics — conversion rate, average ticket, etc.
  11. Adjust parameters (filters, date range).
  12. Save.

Move and resize widgets

In edit mode:

  • Drag to reposition.
  • Pull corners to resize.
  • Widget menu → Configure or Delete.

Team dashboards

Your administrator can configure shared dashboards per role or team: "Sales dashboard", "Support dashboard". They appear as tabs above the main dashboard.

Reset to default

Edit dashboard → menu → Reset to default.

Watch out for

  • Too many widgets saturate. More than 6-8 becomes a wall of info.
  • Widgets refresh on intervals. May take 30 seconds or more.
  • The activity chart is for trends, not exact data. For precision, use reports.

Where to next