Drag & Drop Dashboard

What Is It? 🤔

This feature allows you to customize your dashboard by selecting which widgets to display, arranging them by dragging and dropping, and setting default conversion statuses for reports. Admins set global defaults, while users can personalize their own dashboards.

Why Do You Need It? 👀

Get exactly the insights you need with:

✅ Flexible Widget Arrangement
Drag and drop dashboard elements to create your ideal layout.

✅ Custom Default Filters
Set default conversion statuses to focus on relevant data.

✅ User Personalization
Each user can override global defaults to suit their workflow.

✅ Improved Data Visibility
Quickly access key performance metrics at a glance.

How To Set It Up? ⚙️

1. Navigate to Settings → General → Dashboard and Reports
Set global default conversion statuses for widgets and reports.

2. Personalize Your Dashboard
Drag and drop widgets to organize your view within your user session.

3. Adjust Filters and Settings
Override default statuses and apply filters as needed.

4. Save and Use
Your customized dashboard will display your chosen metrics and layout.