Customizing your dashboard
The dashboard ships with a sensible default layout, but you can rearrange every tile, chart, and widget. Move things you check daily to the top, hide the ones you don't use, and pin charts to the time range that makes sense for your role.
Enter edit mode
Click Edit dashboard in the top-right (you'll see a pencil icon). The page switches into a drag grid: each widget grows a drag handle on its top edge and resize corners on the bottom-right.
In edit mode you can:
- Drag any widget to a new slot. The grid snaps to a 12-column layout.
- Resize by dragging the bottom-right corner. Charts re-render at the new size.
- Hide by clicking the eye icon. The widget stays in your library but disappears from the layout.
- Add new by clicking Add widget and picking from KPI tiles, today's focus blocks, member lists, or charts.
Click Save when you're done. The layout is stored per user — so what you see on your screen is yours, independent of what other staff see on theirs.
Per-user vs org-wide layouts
Layouts have two tiers:
| Tier | Who edits | Who sees it | How |
|---|---|---|---|
| Org default | Org admin | Every user who hasn't customized | Stored with user_id IS NULL |
| Personal | Any user | Just that user | Stored against the user's row |
When you save a layout, GCM writes your personal version. The next time you open the dashboard, your version loads. If you never customize, the org default loads.
Publish the layout you built
If you're an admin and you've built a dashboard layout that should be the new default for everyone, hit Save as org default. New users will land on your layout. Existing users who already customized keep their own — saving as default doesn't overwrite anyone's personal work.
Lock & reset
Two buttons appear next to the layout switcher:
- Reset to org default — discards your personal layout and reverts to whatever the org admin published.
- Lock layout — for org admins on shared kiosks (check-in stations, reception screens). Stops accidental drags. Locking is per-user-per-device.
Mobile
The dashboard renders responsively. Widgets you hide on desktop stay hidden on mobile. Widgets that look fine on a wide screen but cramp on a phone — like the giving-by-fund chart — get a Hide on mobile toggle in edit mode. Toggle it on and the widget only appears at tablet width and up.
Global filters
At the top of the page there's a tenant-wide filter strip: Org unit, Member type, Time range. These apply to every widget that supports them. Personal layouts don't override the global filters — that's intentional, so admins can publish a "current quarter" view and individual users can choose to widen or narrow without breaking the whole page.
Next steps
- Charts — pick which charts to drop on your layout.
- Custom widgets — build a widget for a query the catalog doesn't cover.
- KPI tiles — the headline numbers, what they count, and how they compute.