Help Center · Analytics & engagement · Your editable dashboard

Your editable dashboard

Drag, resize, and configure widgets, build multiple named dashboards, and star one as your default.

The dashboard home is yours to arrange. Every card on it is a widget, and the whole grid is editable — layout, which widgets appear, and how each one is configured.

1
Click Edit dashboard
The grid switches to edit mode. Drag widgets to rearrange, pull their corners to resize, and remove any you do not want.
2
Add widgets from the gallery
Add widget opens the gallery — more than two dozen widgets across Metrics, Engagement, People, and Operations, searchable by name. Everything from the Total Attention hero and KPI tiles to hot leads, the engagement map, box inventory, and automation health.
3
Configure each widget with its gear
Widgets with options show a gear: pick a time range (follow the dashboard range, or pin a widget to its own window), choose the metric on a KPI tile, set how many rows a list shows, or pick a hot-leads variant.
4
Save
Save persists the layout for you. Until you save, you can keep experimenting freely.
5
Create more dashboards
You can keep multiple named dashboards — one for pipeline reviews, one for daily triage, one for the exec screen — and switch between them. The star marks one as your default, the one that loads first.

The date-range pills at the top set the global window, and every widget set to Dashboard range follows them. Widgets pinned to their own range ignore the pills — handy for keeping an all-time engagement map next to a 7-day KPI row.

Note
The engagement map widget defaults to All time on purpose — location pings accumulate over months, and a 30-day window would hide most of them.

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Every guide here lives in the in-app Help Center too — open Help in the sidebar.

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