Skip to main content

Dashboard Customization

Readybuild's dashboard is fully customizable. Arrange widgets, configure filters, and create a personalized view of your business.

Managing Widgets​

Adding Widgets​

  1. Click the Manage Widgets button (green floating action button in the bottom-right corner)
  2. The Manage Widgets dialog opens showing all available widgets
  3. Each widget tile shows:
    • Widget name
    • Brief description
    • Count of instances already on your dashboard (if any)
  4. Click a widget to add it to your dashboard
  5. The widget appears in your grid at the next available position
tip

You can add the same widget multiple times. This is useful when you want to view the same data with different filters (e.g., Sales Pipeline for different time periods).

Removing Widgets​

  1. Hover over the widget you want to remove
  2. Click the menu icon (three vertical dots) in the widget header
  3. Select Remove from the dropdown menu
  4. The widget is immediately removed
caution

Removing a widget also removes its filter configuration. If you add the widget again later, you'll need to reconfigure its filters.

Layout Customization​

Moving Widgets​

Widgets can be repositioned anywhere on the dashboard grid:

  1. Find the drag indicator (three horizontal lines) in the widget header
  2. Click and hold the drag indicator
  3. Drag the widget to a new position
  4. Release to drop the widget in place
  5. Other widgets automatically reflow to accommodate the new position

Resizing Widgets​

Adjust widget size to show more or less detail:

  1. Position your cursor on a widget's corner or edge
  2. The cursor changes to a resize indicator
  3. Click and drag to resize
  4. Release when the widget is your desired size

Size constraints:

  • Minimum width: 1 column
  • Maximum width: Full dashboard width (12 columns on large screens)
  • Height varies by widget type (some have minimum heights)

Responsive Layout​

The dashboard adapts to your screen size:

Screen SizeColumnsBehavior
Large (1200px+)12Full layout with side-by-side widgets
Medium (900-1200px)6Condensed layout, widgets stack more
Small (under 900px)1Single column, full width widgets

Your widget positions are saved per breakpoint, so your desktop and tablet layouts can differ.

Widget Filters​

Accessing Filters​

Most widgets have filter controls in their header:

  1. Period dropdown - Select time range
  2. Team Member dropdown - Filter by user
  3. Division dropdown - Filter by division/opportunity type

Not all widgets support all filters. Available filters depend on the widget type.

Period Options​

PeriodDate Range
This WeekCurrent Sunday through Saturday
Last WeekPrevious Sunday through Saturday
Next WeekUpcoming Sunday through Saturday
This MonthFirst day through last day of current month
Last MonthPrevious calendar month
Next MonthUpcoming calendar month
This QuarterCurrent fiscal quarter
Last QuarterPrevious fiscal quarter
Next QuarterUpcoming fiscal quarter
This YearJanuary 1 through December 31 of current year
Last YearPrevious calendar year
Next YearUpcoming calendar year
This Year to DateJanuary 1 through today
Last Year to DateJanuary 1 through same day last year

Team Member Filtering​

Filter widget data by one or more team members:

  • Useful for managers reviewing team performance
  • Salespeople can focus on their own data
  • Supports multiple selection on some widgets

Division Filtering​

Segment data by business division:

  • Filter by opportunity type
  • View department-specific metrics
  • Useful for multi-division companies

Saving Your Configuration​

Automatic Saving​

Your dashboard configuration saves automatically:

  • Widget positions update when you move or resize
  • Filter changes save when you select a new option
  • Changes sync within a few seconds (300ms debounce)

Cross-Device Sync​

Your dashboard configuration is tied to your account:

  • Log in from any device to see your dashboard
  • Changes on one device appear on others
  • Desktop and mobile layouts save independently

Default Layout​

If you've never customized your dashboard:

  • A default layout loads based on your role
  • Common widgets are pre-configured
  • You can modify this layout immediately

Tasks Sidebar​

The Tasks sidebar on the right side of the dashboard has special behavior:

Always Visible​

The sidebar stays visible regardless of your main dashboard configuration.

  • Use the left/right arrows to navigate between weeks
  • The current week is highlighted
  • Past and future weeks are accessible

Activity Display​

  • Activities show as colored blocks by day
  • Team member avatars indicate who is assigned
  • Click an activity to view details

Adding Activities​

  • Click the + button to add a new activity
  • Activities added here appear in your calendar

Best Practices​

Role-Based Layouts​

Sales Team:

  • Sales Pipeline (prominent)
  • Leads & Appointments
  • Sales Performance
  • Close Rate

Production Team:

  • Production Pipeline
  • In Production
  • Purchasing Backlog
  • Permit

Management:

  • Sales Total
  • Production Pipeline
  • Client Concerns
  • Recent Project Notes

Performance Tips​

  1. Limit widget count - More widgets = longer load times
  2. Use appropriate periods - Year-to-date queries are heavier than weekly
  3. Remove unused widgets - Clean up widgets you don't check regularly

Organization Tips​

  1. Group by function - Keep sales widgets together, production together
  2. Prioritize top-left - Most important widgets in the upper left
  3. Match your workflow - Arrange widgets in the order you review them

Troubleshooting​

Widgets Not Loading​

If a widget shows a loading spinner indefinitely:

  1. Check your internet connection
  2. Refresh the page
  3. Verify you have permission to view the widget's data

Layout Not Saving​

If your layout resets:

  1. Ensure you're logged in
  2. Wait a few seconds after making changes
  3. Don't close the browser immediately after changes

Filters Not Applying​

If filter changes don't update the widget:

  1. Verify the widget supports that filter type
  2. Try refreshing the page
  3. Check if the filter combination returns any data