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Configure your dashboard

Add, remove, and resize tiles.

3 min read Updated 2026-04-24
  1. 1
    Dashboard → Edit
    Opens configuration mode.
  2. 2
    Add tiles
    Pick from the library: revenue, MRR, new contacts, appointments, conversion rates, etc.
  3. 3
    Resize and rearrange
    Drag corners to resize; drag tiles to reorder.
  4. 4
    Set filters per tile
    Date range, user, Pipeline AI, source.
  5. 5
    Save
    Dashboard saves per-user. Each team member can customise their own.