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Make the dashboard yours

Your dashboard layout is personal to you. Rearrange it however you like — your changes don’t affect anyone else on your team.
Out of the box, your dashboard opens with Revenue, Monthly Spend, Expense Breakdown, and Quote Pipeline, left to right.
1

Enter customize mode

Click the pencil (Customize) on the dashboard to start editing.
2

Rearrange widgets

Drag any widget to move it to a new position.
3

Resize widgets

Grab a widget’s corner and drag to make it larger or smaller. Widgets snap to clean steps — quarter, third, half, or full width, and one or two units tall — so the dashboard always tiles neatly, whatever size you choose.
4

Add or remove widgets

Add the widgets you want on screen, and remove the ones you don’t.
5

Save your changes

Click Save to keep your new layout. Changed your mind? Cancel, or press Esc, to discard everything and go back to how it was.
Nothing is saved until you click Save — including Reset to default, which only takes effect once you save it. If a save fails, you’ll see an error and stay in edit mode so you don’t lose your changes.
Want to start over? Use Reset to default and then Save to bring the dashboard back to its original layout.
While you’re customizing, widgets are for dragging and resizing only — charts and links inside them aren’t clickable. Click Save or Cancel first, then interact with a widget as usual.