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Dashboard widgets

The dashboard is your home screen — a grid of widgets that pull live data from every module. Each widget summarizes one area of your business and links into the matching module. Choose which to show, drag to reorder, resize.

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Written by Baltej Singh

What it does

The dashboard is your home screen — a grid of widgets that pull live data from every module you use. Each widget summarizes one area of your business (KPIs, milestones, invoices, leads, wellness, and more) and links into the matching module for the full view. You can choose which widgets to show, drag them into the order you want, and resize each one.

Who can use it

Everyone with access to the dashboard. Widgets you can turn on depend on enabled modules and your role.

How to get here

The dashboard is the first screen on sign-in. From anywhere else, click Home or Dashboard in the sidebar.

Step-by-step: viewing your widgets

  1. Greets you with Good morning/afternoon/evening, [Your Name].

  2. KPI Cards row at the top — pinned headline stats.

  3. Below: widget grid with every enabled widget. Each has title, last-refresh time, and link into the module.

  4. Click anywhere on a widget body to open the module behind it.

Step-by-step: refreshing widget data

  1. Click the circular refresh icon in the dashboard header.

  2. Every widget reloads. Tooltip: Refresh all widgets data.

  3. Individual widgets also re-fetch on a regular interval.

Step-by-step: adding or removing widgets

  1. Click the settings cog icon.

  2. Customize Dashboard dialog opens.

  3. Grouped by category: Overview, Finance, Strategy & Planning, Fundraising, Marketing & Sales, Team & HR, Tools & Productivity.

  4. Flip switches to show/hide. KPI Cards group lets you toggle individual tiles.

  5. Saves automatically.

  6. Reset in footer to restore defaults.

Step-by-step: rearranging widgets

  1. Hover a widget. Drag handle activates on header.

  2. Click, hold, drag to new spot. Others shuffle.

  3. Release. Layout saves automatically and persists.

  4. KPI Cards row also reorderable.

Step-by-step: resizing a widget

  1. Hover right edge. Resize handle appears.

  2. Drag to make wider or narrower.

  3. Pinned-size widgets snap to nearest valid width.

Available widget types

  • Overview — KPI Cards

  • Finance — Invoice Health, Budget & Expenses

  • Strategy & Planning — Milestones, Business Plan, GTM Strategies, Decision Loop, Founder Score, Startup Health

  • Fundraising — Cap Table, Equity Calculator, Data Rooms, Doc Sign, Video Pitch

  • Marketing & Sales — Pipelines, Leads Summary, Contacts, Scheduling

  • Team & HR — Jobs & Applicants, Burnout Radar, Founder Wellness

  • Tools & Productivity — Notes, Bookmarks, Brand Kit, SWOT Analysis, Financial Planner, Custom Forms, URL Shortener, Team Members

Categories only show if you have access to at least one widget inside.

Tips & limits

  • Hiding never deletes data — just stops dashboard rendering.

  • Widgets depending on disabled modules or features you can't read won't appear.

  • Hidden everything? Cog → Reset.

FAQ

My dashboard is empty.

All widgets hidden, or modules behind them not enabled. Open customize dialog. Ask admin if list is empty.

Why can't I see the same widgets as my teammate?

Filtered by role permissions and org feature flags.

Does refreshing one widget hit all?

Header refresh reloads all. No per-widget refresh button.

Different layout per organization?

Yes — saved per user per organization.

Is the layout shared with my team?

No. Each user customizes their own.

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