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Customizing Your Dashboard

This guide explains how to personalize your Dashboard by controlling which widgets appear and in what order, helping you focus on the metrics that matter most to your business.

Why Customize Your Dashboard​

Every business has different priorities. Customizing your Dashboard ensures you see the most relevant information first and hide sections you don't need.

Customization benefits:

  • Focus on metrics aligned with your role
  • Reduce visual clutter
  • Speed up your daily workflow
  • Highlight the data you check most often

Opening the Configuration Modal​

To customize your Dashboard:

  1. Go to Dashboard (if not already there)
  2. Select the Configure Dashboard button in the top-right
  3. The configuration modal opens

The modal displays all available Dashboard sections with controls to show/hide and reorder them.

Understanding Widget Visibility​

Each Dashboard section can be shown or hidden:

  • Visible widgets: Display on your Dashboard
  • Hidden widgets: Don't appear but remain available to enable later

Your permission level determines which widgets you can access:

Permission LevelAvailable Widgets
Full Account AccessAll widgets (Key Metrics, Cashflow, Ratios, Invoicing, AR/AP Aging, Banking, Time, Mileage)
Billing & InvoicingInvoicing, Time, Mileage
Limited AccessTime, Mileage only
info

If you have limited permissions, the configuration modal shows an information banner explaining which widgets are available based on your role.

Showing or Hiding Widgets​

To change widget visibility:

  1. Open the configuration modal
  2. Locate the widget you want to show or hide
  3. Toggle the switch next to the widget name
    • On (blue): Widget appears on your Dashboard
    • Off (gray): Widget is hidden
  4. The eye icon updates to reflect the state
  5. The visible/hidden count updates at the top

Example: If you don't use the Financial Ratios widget, toggle it off to simplify your Dashboard.

Reordering Widgets​

Change the order widgets appear on your Dashboard:

To reorder widgets:

  1. Open the configuration modal
  2. Select and hold the grip icon (six dots) on the left of any widget
  3. Drag the widget up or down to your desired position
  4. Release to drop it in the new location
  5. The position number updates automatically

As you drag:

  • The widget becomes slightly transparent
  • A highlighted drop zone shows where it will land
  • Other widgets shift to make space

Example workflow: Drag "Invoicing Summary" to the top if checking invoice status is your first daily task.

Reviewing Your Changes​

The modal shows summary statistics:

  • Visible: Number of widgets currently shown
  • Hidden: Number of widgets currently hidden

This helps you track how many sections you're displaying.

Saving Your Configuration​

After making changes:

  1. Review your settings in the modal
  2. Select Save in the bottom-right
  3. Your configuration saves immediately
  4. The modal closes
  5. Your Dashboard updates with the new layout
tip

The Save button is only active when you've made changes. If it's grayed out, you haven't modified anything yet.

Canceling Changes​

If you change your mind:

  1. Select Cancel in the bottom-right
  2. If you have unsaved changes, a confirmation dialog appears
  3. Confirm you want to discard changes
  4. The modal closes without saving
  5. Your Dashboard remains unchanged

Resetting to Default​

Restore the original Dashboard layout:

To reset to defaults:

  1. Open the configuration modal
  2. Select the Reset button (circular arrow icon) in the bottom-left
  3. A confirmation dialog appears
  4. Confirm you want to reset
  5. All widgets return to their default:
    • Default visibility (most visible)
    • Default order (as designed by Fiskl)
warning

Resetting removes all your customizations. This action cannot be undone. You'll need to reconfigure manually if you reset accidentally.

Configuration Best Practices​

Start with defaults: Use the Dashboard for a few days before customizing. You'll learn which widgets you check most.

Prioritize by frequency: Place widgets you check multiple times daily at the top.

Hide, don't delete: Hidden widgets remain available. You can always show them later if your needs change.

Match your role: If you focus on sales, prioritize Invoicing and AR Aging. If you manage finances, prioritize Key Metrics and Cashflow.

Review quarterly: As your business grows, your priorities may shift. Review your Dashboard configuration every few months.

Permission-Based Configurations​

For Account Administrators​

You see all widgets and can create comprehensive Dashboards showing:

  • Financial health (Key Metrics, Ratios)
  • Cash management (Cashflow, Banking)
  • Customer status (AR Aging)
  • Vendor status (AP Aging)

Recommended order:

  1. Key Metrics
  2. Cashflow Chart
  3. AR Aging
  4. Invoicing Summary
  5. Banking Activity

For Billing & Invoicing Users​

You see Invoicing, Time, and Mileage widgets.

Recommended order:

  1. Invoicing Summary (track client billing)
  2. Time Summary (log billable hours)
  3. Mileage Summary (track reimbursable mileage)

For Limited Users​

You see only Time and Mileage widgets.

Recommended order:

  1. Time Summary
  2. Mileage Summary

Troubleshooting Configuration​

Changes Don't Save​

Solution:

  1. Check your internet connection
  2. Try saving again
  3. If the issue persists, refresh the page and reconfigure

Widget Doesn't Appear After Enabling​

Solution:

  1. Ensure you selected Save (not Cancel)
  2. Scroll down the Dashboard - the widget may be below the fold
  3. Refresh the page to force a reload

Can't See a Widget You Need​

Possible causes:

  • You may not have the required permission
  • Check the information banner in the configuration modal
  • Contact your account administrator to request access

Reset Doesn't Work​

Solution:

  1. Try closing and reopening the configuration modal
  2. Refresh the page
  3. If still stuck, log out and log back in