Edit Widgets on the Dashboard

Editing your dashboard widgets helps you keep the right data front and centre, presented in a way that works for you.

📌NOTE: Custom Widgets in the General section cannot be edited.

Enter Edit Mode

Click the "Edit" button on your dashboard to enter edit mode.

Select the Widget for Transformation

To edit a widget, find the three-dot menu in the top-right corner of the widget. Click on it, then select "Edit" from the dropdown. The editing menu will appear on the right side of your screen.

Apply Your Personal Touch

Use the editing menu to make your changes. You can adjust metrics, change titles, or modify the appearance. When you're happy with your changes, click "Save," then "Save Changes" to confirm.

That's all there is to it. A few clicks and your dashboard widgets are tailored to show exactly what you need.