Dashboard Layout
Required Role
All authenticated users
The Dashboard Layout configuration lets you personalise the arrangement and visibility of widgets on your Dashboard.
Configuring Your Layout
- Navigate to Settings → System Configuration → System Settings → Dashboard Layout
- You'll see a grid of available widgets
- Toggle widgets on or off using the switch
- Drag and drop widgets to reorder them
- Click Save Layout
Your layout is saved per user — each team member can have a different configuration.
Available Widgets
| Widget | Description |
|---|---|
| Key Metrics | Summary cards showing totals for active clients, applications, etc. |
| Application Status Summary | Pie/bar chart of application statuses |
| Recent Activity | Live feed of recent actions |
| Upcoming Follow-Ups | Follow-ups due in the next 7 days |
| Pending Documents | Outstanding document requests |
| Announcements | Latest pinned announcements |
| Revenue Summary | Financial snapshot (requires ACCOUNT permission) |
| My KPIs | Your KPI performance at a glance |
| Calendar | Upcoming meetings and deadlines |
Resetting to Default
Click Reset to Default to restore the original widget layout.