In this article, we shall explore how to customize the Dashboard visible for admin users. You can navigate to the customization screen by clicking on either of the following options:
- Dashboard Screen (Click on Settings Icon)
2. Settings Module (Settings -> Configurations -> Dashboard Settings “Custom Dashboard” -> Click on Edit option)
3. Upon clicking Edit, you will see the screen below.
4. There are two ways in which you can Display or Hide a widget on the Dashboard.
a. Click Delete Icon visible on the widget.
b. Click Add Widget Icon visible on the screen.
4a. Delete: You can also remove the widget from the dashboard, by clicking on Delete Icon (Available in every widget).
4b. Add Widget: By clicking on this button, you can Include or Exclude a widget on the Dashboard.
Action – Click on Add Widget button -> Select or Deselect widgets on the left (select widget list) -> Click on Save button to save the changes.
5. Adjusting widget dimension: You can increase or decrease the widget dimension, by hovering on Arrows Icon (highlighted in the screenshot).
6. Edit: The Edit Functionality is available only for Overview of Funding Rounds widget. This will help you in configuring the Transaction Date of Funding Round Date and Price Per Share values that you want to see on the widget. With Edit option you can perform the following action:
- Select a specific Transaction Date from the drop down (Available only when multiple transactions are recorded for same funding round with different dates).
- Select a specific Price Per Share from the drop down (Available only when multiple transactions are recorded for same funding round with different prices). Hide or Unhide a specific funding round (using toggle)
Note: To save and view the changes, please click on the Update button. To Discard the changes, click on close icon “X” on the top right of the popup screen.
7. “+ Configure”: This functionality is available only for Quick Actions widget. Upon clicking on it, the application displays all the available actions. You can display or hide any of these actions by simply clicking on the star icon.
8. Restore Dashboard: Click on the icon shown below in case you are unhappy with the changes you made.
Note: You restore the previous view of dashboard before you save the final changes (I.e., before clicking on Save Dashboard button).
9. Save Dashboard: Once the required changes are made, click on Save Dashboard button to update the latest changes made to Dashboard view.
Upon successful completion of saving the dashboard changes application will display the following popup:
- Clicking on “Edit Dashboard Settings,” you will stay on dashboard configuration screen.
- Clicking on “Go to Dashboard,” you will be redirected to Dashboard screen.
