Customize the Money Dashboard so the figures you check most are where you want them. Your layout is yours: teammates keep their own.

Open the Dashboard

Open Money, then the Dashboard tab. You'll see the figures for the business you have selected. Pick the period from the menu at the top left.

Add a figure

Click Add widget, pick a number, then how to show it. It's added and saved for you straight away. You can also add one from the suggestions under Add to your dashboard.

Arrange your view

  1. Click Edit layout.
  2. Drag a widget to move it, use its size button to make it smaller or larger, or remove it.
  3. Click Save. Your layout is saved for you, for this business only.

The layout controls where widgets appear, not the numbers in them. Figures are fetched fresh each time the Dashboard loads.

Return to the default

Click Edit layout, then Reset to the business default and confirm. If your business has no saved default, the button reads Start over with the starting layout. It only appears once you've saved a layout of your own. Resetting changes only your own view.