Dashboard
Widget Visibility and Order
How to use Edit Layout on the Dashboard to hide widgets you do not need and drag the remaining ones into a better order.
If the Dashboard feels too busy or the important widgets are in the wrong places, use Edit Layout. This is where you decide what stays visible and which order the widgets appear in.
Entering Edit Layout
- Edit Layout: This button sits in the Dashboard header.
- Done Editing: When you finish, click this to leave edit mode.
- Visible while editing: Hidden widgets still stay on screen during editing so you can switch them back on without hunting for them elsewhere.
Showing and Hiding Widgets
- Eye button: Use this on each widget to turn that widget on or off.
- Faded widgets: In edit mode, hidden widgets stay visible but appear faded so you can see they are currently switched off.
- When to hide something: Hide widgets you never use, or widgets that are not helpful for your role.
Changing the Order
- Move handle: Use the move handle on a widget while editing to drag it into a new position.
- Drop position: The Dashboard updates the order where you drop the widget.
- Practical tip: Put the figures you act on most often near the top so the page answers your first questions quickly.
What Gets Saved
- Per-user layout: The saved widget order and visibility are personal to your own user account.
- Saved on change: Toggling a widget or dragging it into a new position is saved back to your dashboard preferences.
- Empty-state protection: If everything ends up hidden, Work Planner shows a clear message instead of leaving the page looking broken.
Missed-Jobs Widgets
The missed-jobs widget set is included by default but tends to come up in the order discussion: Missed Jobs Card, Missed Revenue Trend, Missed Jobs by Reason, Missed Jobs by Team Member, Missed Jobs by Service, and Top Missed Jobs. Hide the set if missed work is not a useful metric for your team, or pin the most important one near the top.
Related articles
- Dashboard Overview: Covers the page you are customising.
- Revenue and Financial Summary Cards: Useful when deciding which summary cards deserve the most visible positions.
- Jobs by Status Widget: A good example of a widget some users want high up and others prefer to hide.
- Jobs by Service Widget: Another common chart to move depending on whether you use the Dashboard operationally or managerially.
- Missed Jobs Card: The starting point for the missed-jobs widget set.