Customize Your Own Dashboard

5 steps

Customize A Dashboard You Already Have

You don't have to keep every widget exactly where it started. Here's the order this happens in.

1

Open Edit Mode

Select a dashboard you have edit rights to (the default dashboard has no editing options) and click Edit Dashboard. This opens the widget window.

2

Drag, Drop, And Resize

Move your most important numbers - new opportunities, upcoming appointments, sales, revenue - right to the top. Drag widgets into the spot that makes sense for you, and resize them taller or wider depending on the content.

3

Edit A Widget's Type

Select edit on a widget to change it to numeric, a donut, a line chart, a bar chart, a horizontal bar chart, or even a table. Depending on the widget, you can also rename it and adjust its filters.

4

Add, Remove, Or Duplicate

Don't need a widget? Select the three dots and hit delete. Like one enough to build on? Duplicate it and make your own additions. More information isn't always better information.

5

Save Your Changes

Once you're happy with the layout, click Save Changes. Any time you adjust something after that, don't forget to save it again.

3 ways

Starting A Brand New Dashboard

Click New from the dashboard dropdown, and you'll choose one of these three starting points.

⬜

Start Blank

A completely empty dashboard you build widget by widget. Good once you already know exactly what you want to see - not usually the best place to start if you're brand new.

🗂️

Choose A Template

Pick from ready-made templates like appointment tracking, attribution, calendar, call performance, or channel insights. Preview a template before you commit, then choose it to add it as a new dashboard option.

🧬

Clone An Existing Dashboard

Already have a dashboard set up the way you like it? Clone it as a starting point for a new one instead of rebuilding from scratch.

Key terms

Definitions

Tap any term to expand it.

The mode you switch into to drag, resize, add, remove, or edit widgets. The default dashboard doesn't offer it - it only shows up on dashboards you have rights to edit.

A single block on your dashboard showing one piece of information - a number, a chart, or a table.

A ready-made dashboard layout, built around a common focus like appointment tracking or call performance, that you can preview and add as a starting point.

Making a copy of a dashboard you already have set up, so you can use it as the starting point for a new one instead of building from nothing.

Setting a specific dashboard to be the one you land on automatically every time you log in.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Open a dashboard you have edit rights to and switch it into Edit Mode

Drag one widget to a new spot and resize it

Preview at least one dashboard template before deciding whether to start blank, from a template, or by cloning

⚡ Tips

More information doesn't always mean better information - if you never look at a widget, it doesn't need to take up space on your main dashboard.
Start by thinking through the three to five things you want to know the second you log in.
New widget types get added regularly, so it's worth checking back to see what's new.
Preview a template before you choose it, so you know it actually has the information you want.
Always click Save Changes once you're happy with a layout - it won't save itself.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

The mode you switch into before you can drag, resize, add, or remove widgets is called ____ Mode.

Which of these is NOT one of the three ways to start a new dashboard?

True or false: a dashboard widget can only ever display a plain number, never a chart or table.

Before you leave a dashboard you've been editing, always remember to click ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🧱 My Ideal Widget Layout

You are a dashboard design consultant helping me plan how to lay out my own custom dashboard. My context: - My business type: [describe your business in 1-2 sentences] - The 3-5 things I want to know the moment I log in: [list them, for example new leads, upcoming appointments, revenue this month] - How I think in numbers: [for example I like a single big number, or I prefer a chart I can glance at] Give me: - Which widget type (numeric, donut, line chart, bar chart, horizontal bar, or table) fits each of the things I listed, and why - A suggested top-to-bottom order for arranging them, with the most important ones at the top - One widget I likely don't need on my main dashboard, and why it's safe to remove or move elsewhere Finish by asking me: "Which one of these widgets do you want to set up first? Tell me and I will help you think through exactly how to configure it."

🗂️ Which Template Fits My Business

You are an operations consultant helping me decide whether to start a new dashboard blank, from a template, or by cloning one I already have. My context: - My business type: [describe your business in 1-2 sentences] - What I already have set up: [describe any existing dashboards you like, or say "nothing yet"] - What this new dashboard needs to help me track: [for example appointment tracking, call performance, or channel attribution] Give me: - A recommendation of blank, template, or clone, with a one-sentence reason - If a template fits, which built-in template category is the closest match and why - One thing to double check on the finished dashboard before I start relying on it day to day Finish by asking me: "Do you want help deciding exactly what to rename this new dashboard? Tell me your business name and I will suggest a few options."