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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