Dashboard
The dashboard is your home screen: an overview of your works, contacts, sales and everything else you want to see the
moment you log in.
Tiles
The dashboard is built from tiles, each showing one part of your account. Drag them into the order that suits you,
resize them, and hide the ones you never look at. The arrangement is yours, so a registrar's dashboard can look nothing
like a director's.
What to put on it
There is no single right layout, but a useful starting point is one tile for what needs your attention today, one for
recent activity so you can see what colleagues have changed, and one for the numbers you are judged on. Everything else
can be hidden and brought back when you need it.
Related articles
- Inventory, Filter and Search, and the Selections Tool
- Holds & Sales
- Customise General Account Settings
