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The Dashboard

Overview

The Dashboard is your financial command center, providing an at-a-glance overview of your business. It is composed of several informational panels called "widgets" that display key data like your period status, recent activity, and financial summaries.

Dashboard Overview

Customizing Your Dashboard

You have full control over the layout of your dashboard to prioritize the information that is most important to you.

  1. Edit Layout: Click this button to enter "edit mode." The widget headers will become draggable. You can click and drag any widget to a new position on the grid.
  2. Resize & Remove: While in edit mode, hover over a widget to see its controls. Use the gear icon (⚙) to change its size (small, medium, large) or the close icon (×) to remove it from the dashboard.
  3. Add Widget: Click this button to open a list of all available widgets. Select one from the dropdown and click "OK" to add it to your dashboard.
  4. Reset Layout: If you want to return to the default set of widgets and their original layout, click this button. This action will remove all your customizations.