How do I customize the dashboard?

In this article, we’ll guide you through the process of tailoring your dashboard to display the information that is most relevant and valuable to your business.

From the dashboard, on the right side of each of your metrics sections, you'll see the  "show filters" dropdown menu.  There, you can select to display only certain information. 

To filter your Client & Staff section, click "show filters"

Select the applicable stats you'd like to display by selecting them from the dropdown menu:

You can tailor your Subscriptions section to also filter and display only the information you find important or relevant to your business.

Click on "show filters" to select only the categories you wish to see. 

You can also select certain data fields to appear in the graph. To do so, simply click "show legend" on the bottom right side of the graph. 

From there, click on the the categories at the bottom of the graph to display or hide from the graph view.