Make the dashboard yours

The Dashboard has two parts. At the top is today's view: a row of figures, then cards listing what needs you (Money, Schedule, Sales & follow-ups and Admin). Below it is Your widgets, charts and numbers you add yourself. You can shape both.

Choose which figures and cards show

1. 1
   Open Dashboard from the left sidebar.
2. 2
   Click Widgets at the top right, next to the greeting. Every figure and card now shows a switch.
3. 3
   Switch off the ones you don't want to see.
4. 4
   Click Done. Your choice is saved to your account.

Turn off alerts you don't use

1. 1
   On a card, click the gear in its header. You'll see a list such as "Money signals: Turn off anything you don't use."
2. 2
   Switch off each kind of alert you don't want. It disappears from the card from now on.
3. 3
   Or, on any line in a card, open its menu (the ⋮ that appears on hover, or right-click) and choose Hide all "…" to turn off that kind of alert in one go.

Snooze or dismiss a single item

1. 1
   Hover over the line and click ⋮ (Item actions), or right-click it.
2. 2
   Choose Snooze and pick Until tomorrow, In 3 days, Next week, or Pick a date…. Or choose Dismiss this item to remove it for good.
3. 3
   Changed your mind straight away? Click Undo on the message that appears.

The ⋯ menu

Show critical only: shows just the most urgent items. It appears when something is critical, and you can also click the red "… critical" under the greeting. It resets when you reload the page.

Daily digest email: a morning email with everything that needs you that day. To choose the send time, your timezone and what goes in it, go to Settings → Preferences → Notifications → Daily Digest.

Collapse all sections or Expand all sections, Show all hidden (brings back every card and alert you've switched off) and Refresh now.

Arrange your widgets

1. 1
   Under Your widgets, click Add widget. The widget list opens.
2. 2
   Search or scroll, then click Add on each widget you want (click Remove to take one off). Click Done to go back to the dashboard.
3. 3
   To move a widget, drag it to a new spot. To resize it, drag one of its corners.
4. 4
   To remove a widget, click the × in its header (Remove widget).
5. 5
   Use Day, Week, Month, Year and YTD above the widgets to change the period the figures cover.