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Customize Your Dashboard

Your dashboard can be customized to match your workflow. Rearrange widgets, hide metrics you don’t use, and set your preferred reporting periods.

Rearrange Widgets

Section titled “Rearrange Widgets”

Move widgets to match your priorities—put what you check most often in the top-left position for easiest access.

  1. Enter edit mode

    Click the “Customize” button in the dashboard header (top right, next to the refresh icon).

  2. Drag widgets

    • Hover over any widget header until you see the drag handle icon (six dots)
    • Click and hold the drag handle
    • Drag the widget to your desired position
    • Other widgets will automatically shift to make room

  3. Drop in new position

    Release the mouse button to drop the widget in its new location.

  4. Save layout

    Click “Save Layout” in the header to persist your changes.

Hide Unused Widgets

Section titled “Hide Unused Widgets”

Remove widgets you rarely check to reduce visual clutter.

  1. Enter edit mode

    Click “Customize” button (top right).

  2. Hide widget

    • Click the eye icon in the widget’s top-right corner
    • Widget fades out and disappears

  3. Save changes

    Click “Save Layout” to confirm.

To show hidden widgets later:

  1. Enter edit mode
  2. Click “Show Hidden Widgets” in the header
  3. Click the eye icon on any hidden widget to restore it

Change Date Ranges for Performance Metrics

Section titled “Change Date Ranges for Performance Metrics”

Adjust the reporting period for the Performance Metrics widget to see trends over different timeframes.

  1. Open widget settings

    Click the gear icon in the Performance Metrics widget header.

  2. Select date range

    Choose from:

    • Last 7 days (default)
    • Last 30 days
    • Last 90 days
    • Custom range (select start and end dates)

  3. Apply changes

    Click “Apply” to update the metrics.

The widget will refresh with data for your selected period. This setting persists—you won’t need to change it each time you log in.

Reset to Default Layout

Section titled “Reset to Default Layout”

If you want to start over with the original dashboard configuration:

  1. Enter edit mode

    Click “Customize” button.

  2. Reset layout

    Click “Reset to Default” in the header.

  3. Confirm reset

    Click “Yes, Reset” in the confirmation dialog.

    All widgets will return to their original positions and visibility.

Keyboard Shortcuts (Edit Mode)

Section titled “Keyboard Shortcuts (Edit Mode)”

Speed up customization with these keyboard shortcuts:

ShortcutAction
EscExit edit mode without saving
Ctrl+S / Cmd+SSave layout and exit edit mode
Ctrl+Z / Cmd+ZUndo last widget move
Ctrl+Shift+R / Cmd+Shift+RReset to default (with confirmation)

Common Customization Patterns

Section titled “Common Customization Patterns”

For Lead-Focused Agents

Section titled “For Lead-Focused Agents”

Priority: Quick response to new inquiries

Recommended layout:

  1. Top-left: Recent Leads (check first every time)
  2. Top-right: Upcoming Tours (schedule follow-ups)
  3. Bottom-left: Active Listings
  4. Bottom-right: Performance Metrics

For Listing-Focused Agents

Section titled “For Listing-Focused Agents”

Priority: Managing inventory and marketing performance

Recommended layout:

  1. Top-left: Active Listings (monitor all properties)
  2. Top-right: Performance Metrics (track engagement)
  3. Bottom-left: Upcoming Tours
  4. Bottom-right: Recent Leads

For New Agents

Section titled “For New Agents”

Priority: Learning the system, balanced view

Recommended layout:

  • Keep default layout (designed for balanced workflow)
  • Don’t hide any widgets yet—experience all features first
  • Customize after 2-3 weeks once you know your preferences

Troubleshooting

Section titled “Troubleshooting”

Changes aren’t saving

Section titled “Changes aren’t saving”

Problem: You click “Save Layout” but widgets revert to old positions after refresh.

Solution:

  • Clear your browser cache
  • Ensure you’re clicking “Save Layout” (not just exiting edit mode)
  • Check browser console for errors (Report to support if you see any)

Drag-and-drop not working

Section titled “Drag-and-drop not working”

Problem: Widgets won’t drag when you try to move them.

Solution:

  • Make sure you’re clicking the drag handle (six dots), not the widget body
  • Disable browser extensions that might interfere (ad blockers, privacy tools)
  • Try a different browser to isolate the issue
Section titled “Related Documentation”

Need widget definitions?

Understanding the dashboard: