Dashboard
Customising your dashboard layout and widgets
The dashboard is the first screen you see when you log in. It provides an at-a-glance overview of your business through configurable widgets. Each team member can arrange their own dashboard layout to focus on what matters most to their role.
How the dashboard works
Your dashboard is made up of widgets arranged on a grid. Each widget displays a specific piece of information -- upcoming appointments, revenue trends, overdue invoices, and more. The layout is personal to each user, so a business owner might focus on revenue and proposals while a field technician sees their daily schedule.
When you first log in, ServiceCortex generates a default layout based on your permissions. Users with full access see the complete set of widgets, while users with restricted permissions only see widgets they are authorised to view.
Available widgets
The following widgets are available to add to your dashboard:
| Widget | Category | Description | Required permission |
|---|---|---|---|
| Pipeline Overview | Sales | Leads, proposals, jobs, and invoices funnel. | None |
| Weekly Schedule | Operations | Upcoming appointments for the week. | appointment:view |
| Revenue Summary | Sales | This month vs. last month revenue comparison. | dashboard:view:any |
| Overdue Invoices | Sales | Invoices past their due date. | invoice:view |
| Pending Proposals | Sales | Proposals awaiting client response. | proposal:view |
| Today's Crew | Operations | Who is working today and where they are. | appointment:view |
| My Mentions | Operations | Recent @mentions from team notes. | note:view |
Widget sizing
Each widget has a default, minimum, and maximum size on the 12-column grid:
| Widget | Default size | Min size | Max size |
|---|---|---|---|
| Pipeline Overview | 12 x 2 | 6 x 1 | 12 x 2 |
| Weekly Schedule | 4 x 4 | 3 x 3 | 12 x 6 |
| Revenue Summary | 4 x 3 | 3 x 2 | 12 x 4 |
| Overdue Invoices | 4 x 4 | 3 x 3 | 12 x 6 |
| Pending Proposals | 4 x 4 | 3 x 3 | 12 x 6 |
| Today's Crew | 6 x 4 | 4 x 3 | 12 x 6 |
| My Mentions | 4 x 4 | 3 x 3 | 6 x 6 |
Customising your layout
Rearranging widgets
Drag and drop widgets to reposition them on the grid. Widgets snap to the 12-column grid and can be placed at any position. Resize widgets by dragging their edges, respecting the minimum and maximum size constraints.
Adding widgets
Click Add Widget to see the list of available widgets. Widgets that require permissions you do not have are hidden automatically. Select a widget to add it to your dashboard at its default size.
Removing widgets
Click the remove button on any widget to take it off your dashboard. You can always add it back later.
Saving your layout
Your layout is saved automatically when you make changes. The saved layout persists across sessions and devices.
Default layout
If you have not customised your dashboard, the system generates a default layout:
- Row 1 -- Pipeline Overview spanning the full width.
- Row 2 -- Weekly Schedule and Revenue Summary side by side.
Users with restricted permissions see a subset of these widgets based on their role. For example, a Contractor role with appointment:view:own permission sees the Weekly Schedule widget but not the Revenue Summary.
Permission-based visibility
Widgets are filtered based on your effective permissions. When an administrator updates your role, your dashboard automatically adjusts:
- Widgets you no longer have permission to view are stripped from your saved layout.
- The system logs which widgets were removed for transparency.
This ensures team members never see data they are not authorised to access, even if they previously had a more permissive role.
What's Next
- Set up roles and permissions to control what each team member sees.
- Configure your organisation details and branding.
- Explore jobs and scheduling to understand the data behind your dashboard widgets.