Overview
Customize your dashboard to show the metrics, widgets, and information most relevant to your daily workflow.
Accessing Dashboard Settings
Desktop
- Go to your Dashboard (home page)
- Click Customize button (top right)
- Or click ⚙️ icon on any widget
Mobile
- Open Dashboard (home tab)
- Tap Edit in header
- Widgets become draggable
Desktop View
Dashboard Layout
- Widget grid system
- Drag to reposition widgets
- Resize by dragging corners
- Multiple columns supported
Available Widgets
| Widget | Description |
|---|---|
| Stats Overview | Key metrics summary |
| Recent Activity | Latest actions/events |
| Calendar | Upcoming appointments |
| Leads Pipeline | Lead funnel visualization |
| Tasks | To-do list |
| Messages | Recent chat messages |
| Listings | Your active listings |
| Performance | Charts and graphs |
| Quick Actions | Shortcut buttons |
Widget Settings
- Click ⚙️ on widget
- Customize data shown
- Set refresh interval
- Choose display style
- Save preferences
Mobile View
Dashboard Layout
- Single column of widgets
- Scroll to view all
- Optimized for touch
- Essential info first
Editing Dashboard
- Tap Edit button
- Widgets show handles
- Drag to reorder
- Tap X to remove
- Tap + to add
- Tap Done when finished
Mobile Widgets
- Condensed for small screens
- Tap to expand details
- Swipe for quick actions
- Priority-based ordering
Touch Actions
- Drag widget: Reorder
- Tap widget: Expand/interact
- Swipe right on item: Quick action
- Long-press: Widget options
Widget Configuration
Stats Widget
- Select which stats to show
- Choose time period
- Enable trend indicators
- Set goal thresholds
Calendar Widget
- Day/week view toggle
- Filter by calendar
- Show/hide details
- Quick add event
Leads Pipeline
- Funnel or bar chart
- Filter by source
- Click stage to see leads
- Conversion rates shown
Performance Charts
- Line, bar, or pie charts
- Multiple data sources
- Date range selector
- Compare periods
Dashboard Themes
Color Schemes
- Light mode
- Dark mode
- Auto (follows system)
- Custom colors
Layout Presets
- Default balanced
- Metrics focused
- Activity focused
- Minimal
- Create your own
Multiple Dashboards
Creating Dashboards
- Click Dashboards dropdown
- Select + New Dashboard
- Name your dashboard
- Customize for use case
Dashboard Examples
- Daily Operations
- Weekly Review
- Client Presentation
- Team Overview
- Personal KPIs
Switching Dashboards
- Use dropdown to switch
- Set default dashboard
- Quick access from sidebar
Sharing Dashboards
Team Sharing
- Share dashboard layout with team
- View-only or editable
- Sync updates automatically
- Individual data, shared layout
Exporting
- Export as PDF
- Print-friendly format
- Include all visible data
- Scheduled email reports
Tips
- Keep most-used widgets at top
- Use smaller widgets for quick glances
- Review and adjust monthly
- Create purpose-specific dashboards
