Dashboard

The dashboard is the page you land on, under Översikt. It is built from widgets, small panels showing one thing each: a number, a chart, a list of records needing attention.

It is the only place a number reliably gets seen. A report somebody has to remember to open is a report nobody opens. If a figure should change what the team does this week, it belongs here, not in a saved report or an email.

Widgets read live from your CRM and respect your permissions, so two colleagues looking at the same dashboard can legitimately see different totals: each sees their own records if that is what their access allows. A number that disagrees with a colleague's is usually this rather than a fault.

Keep it short. A dashboard with thirty widgets is scrolled past. The useful version answers a small number of questions you genuinely act on: what needs doing today, what is at risk, how the month is tracking.

Dashboards can be arranged per person, and an administrator can set up a shared starting layout so new colleagues get something sensible rather than an empty page. See "Change what your dashboard shows".

Widgets appear independently as their data arrives. The visible part of your dashboard loads first; widgets further down continue loading in the background. A slow report does not prevent a ready figure from appearing. Returning to a dashboard in the same tab can show its previous figures while they refresh. If a widget cannot load, use Försök igen on that widget to try again without reloading the page.

When you open the dashboard, it starts preparing the layout and the first visible cards during app startup. Cards appear independently as they become ready. Your access permissions still apply to every value.