Dashboard Preferences
What this feature does
Dashboard Preferences allows you to customize what information appears on your dashboard homepage. You can choose which metrics, statistics, and charts matter most to your business, creating a personalized view that helps you focus on the numbers that drive your decisions. Think of it as arranging your workspace to keep your most important tools within easy reach.
Who it is for
This feature is perfect for business owners and managers who want to streamline their daily workflow. If you find yourself checking the same metrics repeatedly or scrolling past charts you rarely use, customizing your dashboard preferences can save you time and help you focus on what truly matters to your business operations.
When to use it
You should customize your dashboard preferences when you first set up your account to match your management style, or anytime your business priorities change. For example, if you are primarily focused on revenue growth, you might display revenue statistics prominently. If you are managing staff performance, you might prioritize staff statistics and attendance charts. Adjust these settings whenever you need a different view of your business health.
Key concepts
Metrics and Statistics: Numerical snapshots of your business performance, such as total revenue, number of orders, or payment breakdowns. You can choose which statistics appear on your dashboard.
Dashboard Widgets: Information cards or panels that display different types of data. Common widgets include revenue statistics, orders statistics, and payment charts.
Staff Metrics: Staff-related information such as performance statistics and attendance records, useful for monitoring your team without navigating to separate pages.
Chart Visualization: Visual representations like pie charts for payment methods or bar charts for catalog performance. You can enable or disable these visualizations based on your preference.
Common questions
Can I change my dashboard preferences at any time?
Yes, absolutely. Your preferences are not permanent, and you can adjust them whenever your needs change. Simply visit the Settings page and update your selections to see different metrics on your dashboard.
What happens if I disable all metrics?
While you can customize extensively, the dashboard will always show some basic information to help you monitor your business. We recommend keeping at least your most important metrics visible so you can quickly assess your business health at a glance.
Do dashboard preferences affect my team members' views?
No, dashboard preferences are personal to your account. Each team member can customize their own dashboard view based on what is most relevant to their role. Your manager might focus on revenue and staff performance, while a staff member might prioritize order statistics.
Will changing preferences delete any data or reports?
Not at all. Customizing your dashboard preferences only changes what you see on the homepage. All your data remains intact and accessible through the detailed pages for orders, payments, reports, and other sections. You are simply choosing what information appears on your landing page.
How do I know which metrics to display?
Start with the information you check most frequently during your day. If you open the dashboard and immediately navigate to the orders page, consider displaying order statistics. If you are tracking revenue closely, make sure revenue metrics are visible. You can always adjust as you discover your daily patterns.