Change what your dashboard shows

1. 1Open Overblik.
2. 2Switch the dashboard into edit mode.
3. 3Add the widgets you want, remove the ones you do not read, and drag them into the order that matches how you actually work.
4. 4Resize anything that deserves more room.
5. 5Save.

Put what you act on at the top. The first screen is what gets looked at; anything below the fold is optional reading. Overdue work and things at risk earn that space more than a total that only changes monthly.

Your layout is yours. Changing it does not affect colleagues. If the whole team should see the same thing, that is a shared dashboard set up by an administrator rather than everyone editing their own to match.

Naming a group of tiles. A custom widget heading also appears above CRM totals, the metrics row, shortcuts and quick-create buttons. Capital letters and spaces stay as typed. Leave the heading empty to keep their original layout, or hide the heading without changing the buttons or figures below it.

Giving a dashboard its own name. Open the menu beside the dashboard's name and choose Omdøb, or use the same entry on a row in the dashboard list. The new name shows straight away. You can rename any dashboard you built yourself; one an administrator shared with you keeps the name they gave it.

If you have made a mess of it, reset the dashboard to its default layout and start again. Nothing is lost: widgets read from your CRM data, so removing one deletes nothing.

Narrowing a number to part of the business. A metric card from the metrics library can be filtered on the card itself: Filter offers the same fields you filter the list by, your own custom fields included. So one dashboard can carry "Customers" for each brand, region or owner without somebody saving a separate metric for every combination.

It is offered when the metric measures one kind of record. A metric that combines several — a ratio across customers and invoices, say — has no single set of fields to filter on, so the option is not shown rather than applying to half the sum.

Choosing who the dashboard is about. In edit mode the bar at the top has a Viser: {{target}} button. It decides who every widget with an owner shows: deals, leads, activities, tasks, tickets and subscriptions. The answers are Alle, Valgte personer, Valgte adgangsniveauer and Valgte teams. The last three open a list to tick. Save the dashboard and every one of those widgets follows along.

Under Valgte personer there is one entry that is not a person: Den, der kigger på dashboardet. Tick it and the dashboard shows each viewer their own work, so a dashboard you share with the whole sales team reads correctly for every one of them without a copy per person.

Pointing one widget somewhere else. Open a widget's settings. Under Viser it starts on following the dashboard; pick a different answer and that widget alone shows those people. So one dashboard can carry the team's pipeline next to your own tasks. A widget pointed elsewhere carries a small label in its corner saying who it shows, so the exceptions are visible at a glance. Set it back to following the dashboard and the label goes away.

The same widget more than once. Any widget you can filter or point at people can be added several times. Add it again from the widget list, then give each copy its own settings and its own heading: your team's upcoming activities next to your own overdue ones, or the pipeline for two teams side by side. The widget list shows how many copies a dashboard already holds. Widgets with nothing to set, such as sync status or invoice ageing, can only be added once, since a second copy would show exactly the same thing.

A widget keeps its own choice until you change it, even if you later point the dashboard at the same people. Changing the dashboard never quietly moves a widget you set yourself.

Widgets that have no owner to narrow by, such as reporting deadlines, sync status or invoice ageing, have no such setting. They show what they always showed, whatever the dashboard is set to. The same goes for a metric card built from the metrics library for now; the built-in metric cards do follow.

Narrowing never shows you more than you could already see. A widget pointed at a colleague shows only their records that you are allowed to see anyway.

Ticking nothing shows nothing. That is deliberate: a widget meant for chosen teams that quietly fell back to the whole company would be read as the team's figure and be wrong.

Subscription widgets. Kommende fornyelser shows what each renewal will actually invoice, not its monthly value: a subscription billed yearly shows the yearly amount marked /år, one billed monthly shows the monthly amount marked /md. Each amount is in the subscription's own currency.

Topkunder can show each customer's recurring revenue per month or per year. Open the widget's settings and pick MRR (pr. måned) or ARR (pr. år) under Vis beløb som. The yearly figure is twelve times the monthly one, the same way the rest of the app counts ARR, so the order of customers never changes.

What you expect to close. Salgsprognose shows one column per month, five months back and six ahead. The solid part is what was won that month. On top of it sits the weighted pipeline: each open deal's value times its probability, placed in the month the deal is expected to close. A deal whose expected close date has already passed is still open, so it counts in the current month rather than in the past. The line across a column is that month's sales target, taken from the sales budget you enter under Reports (or on the Goals page, if your workspace has it). If the widget is pointed at people or teams, the line is their own budget rather than the company's.

Who brings in the money. Største kunder efter omsætning ranks customers by what they were invoiced over the last twelve months, before VAT, rather than by subscription value. Each bar is split into recurring and one-off. An invoice raised from a subscription counts as recurring; otherwise each invoice line counts as recurring when its product is a recurring product in your product catalog. In the widget's settings you can count only paid invoices instead of everything invoiced.

Is the pipeline growing? Pipeline over tid draws the weighted open pipeline day by day. DealJourney records the pipeline once a day, so the line starts on the first day it was recorded and grows from there; it cannot show days before that.

Sales budget on the dashboard. Salgsbudget shows the budget entered under Reports against won sales for this month, this quarter and this year. In its settings, choose whose budget: Den der kigger (each person sees their own, so one shared dashboard works for the whole team), Hele virksomheden, one person or one team. Someone with no budget entered sees their sales and no budget figures.

Seeing the records behind a number. In Dagens overblik, click any line, such as Forfaldne opgaver, and a panel lists exactly the records that number counts, each one a click from its own page. The list and the number always agree. Åbn hele listen at the bottom takes you to the whole list page when you want to filter or sort.

Projects on the dashboard. If your workspace uses Projects, three widgets show them: a list of projects (Mine projekter or Alle projekter), a count of active, overdue and soon-due projects, and a chart of projects by stage. Each one has a setting for whether it shows Projekter, jeg er ansvarlig for or Alle projekter, jeg kan se, so you can put your own projects and everyone's side by side. Only open projects count: archived ones and ones in a finished or cancelled stage are left out. They show exactly the projects the Projects page would show you, and if your workspace does not have Projects, or your role cannot open it, they are not offered at all.

Tasks on the dashboard. The Projektopgaver widget lists open tasks, soonest deadline first, with overdue ones marked in red. Under each task you see its project and customer, and when it shows everyone's, who it is assigned to. Its setting chooses Opgaver tildelt mig or Alle opgaver jeg kan se. Finished tasks and tasks in an archived project are left out; tasks without a project are included. Click a task to open it inside its project. This is a different widget from Kommende aktiviteter, which lists your activities.

Jobs on the dashboard. If your workspace uses Jobs, the Job widget lists them as a table: the job, the customer, its status, when the visit is booked and, when it shows everyone's, who is responsible. Click a row to open the job. In its settings, Vis chooses Job jeg er på (you are responsible, second owner or on the crew) or Alle job jeg kan se, and Statusser picks which statuses to include. Until you change that, finished and cancelled jobs are left out, following the statuses set up in your job settings, and Tilbage til åbne job returns to that default. Add it twice to keep your own jobs and everyone's side by side. It shows only jobs the Jobs page would show you, and is not offered if your workspace does not have Jobs or your role cannot open it.

For a number you want visible that no widget covers, build the report first and then add it here, rather than trying to make an existing widget mean something it does not.