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Customize workspace dashboards

Workspace dashboards (/workspace-grid-dashboards) let Admins build configurable grid layouts beyond the default analytics home. Each dashboard is a drag-and-drop canvas of widgets fed by live CRM, marketing, and work data.

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Who can do this​

Users with dashboard edit permission—usually Owner or Admin. Members consume assigned dashboards read-only.

Before you begin​

  • KPIs the leadership team wants on one screen
  • Widget catalog reviewed so you know which modules supply data
  • Decision on who lands on the custom dashboard vs default /dashboard

What you'll accomplish​

  • Custom dashboard saved with layout and widget set
  • Team can open the dashboard URL or receive it as a landing assignment
  • Widgets show live data without configuration errors

Step-by-step procedure​

Open workspace dashboards admin​

  1. Settings → Dashboards card → Workspace dashboards (/workspace-grid-dashboards).
  2. Alternatively navigate directly if you have the URL bookmarked.
  3. The list page shows existing dashboards with edit and preview actions.
  4. Each row links to /workspace-grid-dashboards/:dashboardId for the grid builder canvas.

Create or edit a dashboard​

  1. Select Create dashboard or open an existing row (/workspace-grid-dashboards/:dashboardId).
  2. Enter a dashboard name and optional description visible to assignees.
  3. The grid builder opens with empty cells and a widget catalog panel.
  4. Duplicate an existing dashboard when rolling out a variation for another department—faster than rebuilding widgets from scratch.

Add widgets​

  1. Browse the catalog grouped by module (CRM, Marketing, Work, Performance, etc.).
  2. Drag a widget onto the grid or select Add on the catalog card.
  3. Configure widget-specific filters—common options include date range, owner, pipeline, or Smart List.
  4. Resize tiles using grid handles; wider tiles suit charts, narrow tiles suit KPI counts.
  5. CRM widgets often respect the same metrics you see on Book of Business—avoid duplicating identical pipeline tiles unless audiences differ.

Arrange and save layout​

  1. Align critical KPIs in the top row for executive landing views.
  2. Place operational queues (tasks, Inbox, Reminders Overdue counts) on row two for reps.
  3. Select Save—layout persists immediately for all assignees.
  4. Preview as a Member would see it using role simulation or a test account.
  5. Document the dashboard URL in your internal wiki so reps know which grid replaces the default /dashboard home.

Assign as landing (optional)​

  1. Work with your Admin team to set the custom dashboard as default home for a role group when your deployment supports assignment.
  2. Share the direct link /workspace-grid-dashboards/:dashboardId in onboarding docs.
  3. Pair with Navigate the app so users know how to return to classic modules from the sidebar.

Verify your work​

  • Layout persists after refresh and re-login
  • Each widget loads data or shows a clear empty state—not a perpetual spinner
  • Saved dashboard appears on the workspace dashboards list with correct name
  • Member test account sees read-only view without edit chrome

Tips​

tip

Build one executive dashboard and one rep dashboard instead of a single overcrowded grid.

Troubleshooting​

| Widget error | Source module disabled—enable in Workspace modules | | Cannot save | Missing dashboard edit permission | | Blank widget | Filters too narrow—widen date range | | Duplicate metrics | Remove overlapping widgets that query the same KPI |

See also​