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Managing Dashboards ​

Default vs Custom Dashboards ​

Default Dashboard: Each Insights section has a built-in default dashboard. This dashboard:

  • Cannot be deleted
  • Can be customized with widgets
  • Serves as your starting point

Custom Dashboards: Create additional dashboards for different purposes:

  • Track specific campaigns or time periods
  • Create executive summaries
  • Build department-specific views

Creating a Dashboard ​

From a Template ​

  1. Click Templates in the sidebar
  2. Browse available templates by category
  3. Click Use Template on your preferred layout
  4. The new dashboard opens with all template widgets pre-configured

From Scratch ​

  1. Click Templates in the sidebar
  2. Choose a minimal template
  3. Add widgets using the Add Widget button

Managing Dashboards ​

Edit Dashboard Details ​

Click the pen icon next to the dashboard name to:

  • Rename the dashboard
  • Add or update the description

Delete a Dashboard ​

  1. Open the dashboard you want to delete
  2. Click Delete in the toolbar
  3. Confirm the deletion

Note: The default dashboard cannot be deleted.

Dashboard Layout ​

Dashboards use a responsive grid layout. Widgets automatically adjust to fill available space based on their configured size (small, medium, large).

Unified Fundraising + CRM