Customising your dashboard helps you create an interface that works for you. Adjusting the size of widgets improves visibility and functionality, keeping your workspace clean and organised. Here's how to resize widgets and optimise your dashboard layout.
Activate Edit Mode
Start by clicking the "Edit" button on your dashboard. This opens Edit Mode, giving you full control to modify your dashboard's layout.
Resize
In Edit Mode, select the widget you want to resize. Use the "arrow" icons at the corners of the widget to click and drag, so you can resize with precision and fit the widget neatly into your layout.
📌Note: Default widgets, such as the Opportunity Status widget, can be rearranged but are not adjustable in size.
Save Changes
Once you're happy with the widget size, click "Save Changes" to confirm your adjustments. This locks in your changes and updates the dashboard with your new layout.
Cancel / Undo
If you change your mind, click "Cancel" to revert the widget back to its original size. This makes it easy to undo any recent changes without any hassle.
Following these steps, you can quickly resize your dashboard widgets and keep your workspace set up for productivity. With the option to save or undo changes, you stay in full control of how your dashboard looks and works.