Skip to main content

How do I reorganize my Client Dashboard?

The Dashboard layout is fully customizable. You can rearrange major sections to better match your workflow.

By clicking Customize Dashboard in the top right corner you can move:

  • Global Statistics above your Dashboard tiles

  • Dashboard tiles above Global Statistics

  • Reorder metrics and tiles within each section

    • Select the reorder icon (six-dot stack in the upper right corner of each tile) and drag to its preferred position.

This allows you to prioritize the information you access most often and curate a custom view for each audience.

Did this answer your question?