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Customize the widgets in your Dashboard/Home
Customize the widgets in your Dashboard/Home
Rania Haddad avatar
Written by Rania Haddad
Updated over a week ago

On your overview page, you can customize your overview according to your liking. There are two different modes: Sales or default

Sales are only available for Managers (permission level - manager)
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Sales Dashboard


Default Dashboard


If you go to Home in the sidebar you find the dashboard. Click on Default.


Click on "edit dashboard" to start customize your overview.

Here you can drag and drop your widgets to position them wherever you like.

When you click on your overview symbol you can also choose to erase your unwished widgets by clicking on the red cross in the right corner of your unwished widgets.

If you want to add new widgets you click in the box 'Add new widget'.

When you click on 'add new widget' you can choose which widgets you are interested in showing by clicking in the right corner of your wished widget and then click 'OK'.

Here you can also filter among the selection by clicking on the tags you see on the top.

When you click on your overview symbol you will see a reset button to the right of the symbol. If you click 'Reset' you will get the question: "Would you like to reset your widgets? Here you can click ok if you wish to reset to our standard widget setup that you had from the start.

To stop making changes in your overview click on your overview symbol again.

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