Dashboards

The Client Portal contains predefined dashboards that you can use to view the data. You can also create your custom dashboards.

The dashboards mainly consist of tiles displaying different information, such as the data about your preferred statistic, such as the number of invoices, orders, quotes, and more.

Each tile can have multiple functionalities; for example, they can display data and act as a shortcut. You can also configure the size of a tile and define how data is displayed in certain tiles. If there is no data for a specific tile, a message is displayed in the tile.

Access dashboards

To access the predefined dashboards:

1. From the main menu, navigate to Other tools > Dashboard. The Dashboard page opens.

2. From Choose a template, choose the dashboard you want to view. The following dashboards are available:

You can create new dashboards, customize your dashboards, or remove a dashboard. Customized dashboards are displayed under Choose a template.

To create a new dashboard:

1. On the Dashboard page, click Create New.

2. On the Create New Dashboard page, click New.

3. Provide a name for your custom dashboard and then in Add a tile, choose the tile that you want to add.

To customize a dashboard:

1. On the Dashboard page, select Edit this dashboard. The dashboard opens in edit mode.

2. Make changes as necessary.

   • To remove a tile from your dashboard, select Remove. If the tile is too small to accommodate the full button, you'll only see the trash can icon.

To remove a dashboard permanently

1. On the Dashboard page, click Edit this dashboard.

2. Click Delete.

3. Select the checkbox to grant consent.

4. Click

After you've added a tile to the dashboard, you can move or resize it. Most of the tiles can be resized from their default size.

You can resize a tile by dragging the tile border. To move a tile, drag the whole tile.