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Customising Your Overview Page

How to Edit, Add, Remove, and Reset Dashboard Widgets

Rania Haddad avatar
Written by Rania Haddad
Updated over a week ago

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:

  1. Go to Home in the sidebar.

  2. 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.

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