The Dashboard You Arrange Yourself

A dashboard designed for everyone is read by no one. Drag, resize and choose the widgets that answer your questions — leads this week, the monthly goal, the deals that need a nudge — and the morning check takes two minutes.

Most people treat the CRM dashboard like a homepage: something to click past on the way to the actual work. That is not laziness. It is a sign the dashboard is showing someone else's questions — a chart nobody asked for at the top, the one number you care about three scrolls down.

A dashboard is useful exactly when it answers the questions you ask every morning, in the order you ask them.

Arrange it like a desk

Press Customize at the top right and every card lifts into edit mode. Drag a card anywhere and the rest move out of the way. Pull its corner to snap it between Small, Medium, Large and full width. Remove what you never read. The arrangement is stored per person and follows you to every device.

Four one-tap layouts — Classic, Sales, Agency and a Minimal three-card view — are a starting point if you would rather not begin from scratch, and every change can be undone from the toast that appears.

Widgets that answer questions

  • Incoming leads charts arrivals per week or month — useful when you are running lead ads and want to see the effect.
  • Monthly goal is a ring you set once; it shows whether you are on track or behind pace and how many days are left.
  • Needs a nudge lists open deals with no activity for fourteen days, oldest first.
  • Waiting for an answer does the same for web-form leads unanswered for over a day.
  • Site pulse brings the live visitor count and the week's trend from Site traffic onto the board.
Put the question you ask first in the top-left corner. Delete the chart you have never once looked at.

A two-minute morning

  1. Goal ring: on track or not?
  2. Needs a nudge: pick two deals to move today.
  3. Waiting for an answer: nobody leaves a lead overnight.
  4. Today's agenda: including pending bookings to accept.

Your clients get the same idea in their portal: a board of their projects, updates, team, files and tasks that they can arrange too.

Curious what else belongs on that board? Our features page starts from the problem that eats your week and shows the feature made for it.