Dashboard Customization
Make your dashboard work for you with these customization options.
Layout Presets
Choose from pre-configured layouts:
- Agency Overview - High-level metrics for agency owners
- Campaign Manager - Focus on campaign performance
- Sales Focus - Pipeline and revenue emphasis
- Social Media - Social metrics front and center
- Minimal - Essential metrics only
Custom Layouts
Creating a Layout
- Arrange widgets as desired
- Click Save Layout
- Name your layout
- Set as default (optional)
Switching Layouts
- Click layout dropdown
- Select saved layout
- Dashboard updates instantly
Sharing Layouts
Share with team members:
- Open layout settings
- Click Share
- Select team members
Theme Settings
Dark Mode
Toggle between:
- Dark - Easier on eyes, modern look
- Light - Traditional bright interface
- System - Match OS preference
Accent Colors
Customize primary colors in Enterprise plan.
Performance Settings
Data Loading
- Eager - Load all data upfront
- Lazy - Load as you scroll
- Cached - Use cached data when available
Animation
- Enable/disable animations
- Reduce motion for accessibility
Continue to CRM Overview →