Customizing dashboard widgets

Build your perfect dashboard by adding, removing, and rearranging widgets.

Entering edit mode

1. Go to the Dashboard
2. Click "Customize" (or the edit/gear icon)
3. The dashboard enters edit mode — widgets become draggable

Adding widgets

1. In edit mode, click "Add Widget"
2. Choose from available widget types:
   • Stat card — Single metric with trend
   • Line chart — Metric over time
   • Bar chart — Comparison chart
   • Pie chart — Distribution breakdown
   • Table — Data in rows/columns
   • Recent messages — Live message feed
3. Configure the widget:
   • Data source — Messages, contacts, campaigns, etc.
   • Metric — Count, sum, average
   • Time period — Last 7d, 30d, custom
4. Click Add

Rearranging widgets

In edit mode:

• Drag and drop widgets to reorder
• Widgets snap to a grid layout
• Arrange by priority — most important at the top

Removing widgets

1. In edit mode, hover over a widget
2. Click the X or Remove button
3. Widget is removed (can be re-added later)

Saving your layout

Click "Save" to keep your changes. The layout is saved per-user — each team member can have their own dashboard.

Recommended layouts

For managers

• Total messages (stat card)
• Response time trend (line chart)
• Agent leaderboard (table)
• Campaign performance (bar chart)

For agents

• My conversations (stat card)
• Unread messages (stat card)
• Recent messages (feed)
• Today's stats (stat cards)

Tips

1. Less is more — 4-6 widgets is ideal, don't overcrowd
2. Put key metrics first — Most important at top-left
3. Use different chart types — Variety makes scanning easier
4. Review monthly — Remove widgets you never look at