The overview page in Cinode allows you to personalise your dashboard to suit your needs. There are two modes available: Sales and Default.
Note: The Sales dashboard is only available to users with Manager-level permissions and only if your organisation has the Business or Partner package.
Default Dashboard: Access and Customisation
To access your dashboard:
Go to Home in the sidebar.
Select Default to view your dashboard.
Customising Your Dashboard
Move Widgets:
Drag and drop widgets to rearrange them as you prefer.Remove Widgets:
Click your overview icon. To remove an unwanted widget, click the red cross (✖) in the widget’s top-right corner.Add Widgets:
Click the box labelled Add new widget.In the widget selection menu, choose the widgets you want by clicking the corner of each desired widget.
Click OK to add your selections.
You can filter widgets by using the tags at the top of the selection menu.
Reset to Default:
Click your overview icon and select Reset (located to the right of the icon).A prompt will appear: “Would you like to reset your widgets?”
Click OK to restore the original widget setup.
Exit Edit Mode:
Click your overview icon again to stop editing your dashboard.