Customizing your dashboard

The dashboard can be customized to better fit your business needs. You can add, delete metric and also re-arrange the dashboard layout.

Add a new metric

On the dashboard:

  1. Click on the “Customize” button in the upper-right of your dashboard to enter edit mode.
  2. Once in edit mode, select any metric card by clicking and dragging it from the left panel to the right-hand layout.

Capture

Capture

 

Delete a metric

To delete a metric card: 

  1. Hover any metric card and click the upper-right corner cross. 
  2. Click “Save configuration” to save your personal dashboard view.

Re-arrange the dashboard layout

To change the order of the cards, simply click and drag any card to your desired position.

Was this article helpful?

/