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Customize dashboard layout

A user customizes their dashboard by adding, removing, rearranging, and resizing widgets.

When this happens: You click Customize or the edit/gear icon on the dashboard.

Step by step

  1. 1

    Click Customize Dashboard.

    Dashboard enters edit mode: widgets become draggable, resize handles appear, Add Widget and Reset to Default buttons visible.

  2. 2

    Rearranges widgets by dragging them to new positions.

  3. 3

    Resizes a widget: drag handle to Small (1/4), Medium (1/2), or Large (full width).

  4. 4

    Click Add Widget — Widget Library opens showing categories: Sales, Marketing, Support, Activity, General.

  5. 5

    Select a widget (e.g. Win Rate) and adds it.

  6. 6

    Click the gear icon on a widget — configures widget-specific settings (e.g. Date range, metric type).

  7. 7

    Remove an unwanted widget (click X).

  8. 8

    Click Done or Save.

    EasyCRM saves the layout to user preferences. Layout persists across sessions.

Other paths

Reset to default

Click Reset to Default Confirmation: Reset dashboard to the default layout for your role? EasyCRM restores role-based default widgets and layout.

Create shared dashboard (adm/sm)

Create a dashboard and sets visibility: Everyone, specific roles, or specific users. Dashboard appears in Shared Dashboards navigation for selected audience. Data in shared dashboards is scoped per the viewing your access level.

Good to know

  • Layout is saved per user and survives across sessions.
  • Shared dashboards are read-only for non-creators.
  • Shared dashboard data is still scoped per viewing user.