Customizing Your Dashboard
Make It Yours
Customize your dashboard to focus on the metrics and information that matter most to your role.
Widget Management
- Add Widgets: Click the + button to add new dashboard widgets
- Remove Widgets: Click the X on any widget to remove it
- Rearrange: Drag and drop widgets to reorder them
- Resize: Drag widget edges to make them larger or smaller
Available Widgets
- Donation summary (total, count, average)
- Donor metrics (new, active, lapsed)
- Cash balance overview
- Recent activity feed
- Donation trends chart
- Fund breakdown chart
- Outstanding pledges
- Quick actions
Saving Your Layout
Your dashboard layout is automatically saved and will persist across sessions. Each user can have their own customized view.