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Customizing Dashboards

How to build, personalize, and configure workspaces and dashboards.

Workspace Customization​

Workspaces serve as the primary command center for users and departments.

Dashboard Components​

  • Number Cards: Highlight real-time KPIs, such as Monthly Sales, Outstanding Invoices, or Total Stock Value.
  • Charts: Embed interactive bar charts, line graphs, donut charts, and heatmaps.
  • Quick Links & Shortcuts: Direct access to frequently used DocTypes and reports.
  • Onboarding Guides: Step-by-step checklists to guide new users through setup.

How to Edit Workspaces​

  1. Click the Edit button in the top right corner of any workspace.
  2. Drag and drop cards, charts, and shortcuts.
  3. Define role visibility so only relevant teams see specific dashboard widgets.