Dashboards and widgets

A dashboard is worth having when it replaces a routine — the three figures you look up every morning, on one page.

Step by step

1. Open Dashboard → IDup dashboard → My dashboard.
2. Add widgets for the figures you check: open invoices, overdue amounts, new leads, project status, hours booked.
3. Arrange them so the ones you look at first are at the top.
4. All dashboards shows the dashboards that exist; All widgets and Widget categories are the catalogue behind them.
5. Settings controls what the area offers and to whom.

Keep it to a screenful

A dashboard with thirty widgets is a report, and nobody reads it daily. Five or six that would make you act if they moved is the useful size.