Answers
Make the dashboard yours
The Library button on the dashboard opens a drawer with everything the board can show: every stat tile, the sections under them (the daily brief, the pace forecast, tips, the revenue tile, the breakdown and the channel table), the tiles Ask AI made for you, and the look. Each row carries a small preview of the tile as it would draw today, one line on what it counts, and a switch that reads Add or On board. Search it, or use the tabs. Nothing is deleted, hiding is free, and the unattributed revenue line is deliberately not on the list. Honesty is not a widget. On a phone the same list rises from the bottom of the screen.
A Sources tab lists ready-made widgets from what you have connected: calls, how they ended and talk time from Call Tracking; open pipeline, pipeline by stage and deals won from Pipelines; bookings from Calendly. Pick one, choose its window and its picture, see how it will look, and add it to the board. It becomes one of your own tiles, up to eight, sized and moved like any other, and the x on it takes it off. QuickBooks and WooCommerce widgets follow when their figures reach the report.
Saved views remember your board
When you save a view it captures the date range, comparison, filters, chart choices, AND which widgets were showing. So your Monday morning view and your month end view can be entirely different boards.
Keeping the ones you live in
Pin a saved report and it gets its own row in the sidebar, so the ones you actually open every day are one click from anywhere. The rest stay one click further, under All reports, which opens a searchable list of everything you own or somebody shared with you. On a phone that list is the star beside the menu button.
Opening a pinned or shared board shows it to you without adopting it. Your own default layout is untouched, so you can look at somebody else’s board and go back to yours without having lost anything.
Rearranging the tiles
On a computer, drag a tile onto another and the two swap places, previewing where things land before you let go. It saves itself; the little ring beside the title tells you when. You can also do it from the keyboard: tab to a tile, press space to lift it, arrow keys to move, space to drop.
A row in the Library drags too, and a keyboard can lift one with space and move it with the arrows. On a phone, open Library and press and hold a row for a moment to pick it up, then drag it where you want it. The arrows next to each row do the same job if you would rather tap.
Making the stat you care about bigger
Every stat tile comes in three sizes, the way phone widgets do. On a computer, drag the grip in a tile’s bottom-right corner, the way you would a window: pull it right for medium, right and down for large, back for small. The board shows the new shape while you drag and saves it when you let go. The grip is a button too, so you can tab to it and use the arrow keys. On a phone, open Library and each stat has S, M and L beside it instead. Small is the number with a picture of it underneath, because a figure with its shape says more than a figure alone: the counts draw their trend across the range, conversion is a ring, ROAS a gauge against your goal, and AOV and time to close a bar against the period before. Medium gives the stat room for the one useful extra thing it has. Large is medium with the chart at full height.
You choose the size. What goes in it is the tile’s job, so you never have to pick a size and then pick what fills it. Revenue, ad spend, leads, customers and calls have a real day by day history, so every size draws it as a line and the bigger sizes give the line more room. Rest the pointer on the line and the caption under it names that day (or that stretch of days, on a long range) and its figure, so nothing ever covers the chart. If you would rather a small tile showed the number alone, the trend switch beside the stat in the Library turns its line off. The rest are worked out from other numbers rather than counted day by day, so instead of a chart they draw a bar against last period at small and spell that comparison out at medium.
Those four stats stop at medium, and that is on purpose. AOV, time to close, conversion rate and ROAS have no honest daily figure to chart, and a large tile is mostly chart. Drag their corner as far as you like; they will not go larger, and we would rather stop the drag than draw you a line that only looks like information.
Sizes travel with a swap. Drag a small tile onto a large one and it becomes the large one, so the shape of your board stays put instead of reflowing every time you move something. If the stat arriving cannot honestly wear the size it lands on, it takes the largest it can.
Pictures on a tile
Every tile now leads with a dot in your accent and carries its change as a pill: green when the number moved the right way, red when it did not. Two tiles can wear more than a number. ROAS has a gauge that points at a goal you set: a dial with a grey band up to the goal, orange past it, and a needle at this period’s figure. At small it always wears the gauge; at medium the pill under the tile switches between the gauge and the number, and the choice saves like a size does. Conv rate is always a ring, the share of your leads who became customers, with nothing to switch. A gauge needs a goal, so the first time it asks for one; you can also just say it: “my ROAS goal is 5x”, “show ROAS as a gauge”.
ROAS lives inside the revenue band while that band is on. Turn the band off in the Library and ROAS becomes a tile of its own, which is where the gauge draws.
Your own tiles
Beside the fixed tiles, in the same grid, sit tiles that are yours: up to eight, made by Ask AI or added from the Library’s Sources tab, such as revenue from one campaign over the last ninety days or your top five customers this year. Ask from the dashboard panel and the tile appears on the board; the Library lists them under Your tiles. Each one is a query the server computes from your published numbers on every load, in the window the tile names, so it cannot go stale and cannot be a made up number. The x on a tile removes it. Tiles are personal, like your layout; another person on the account sees their own.
Your look
Open Library and its LOOK tab offers four accents, orange, blue, purple and gold, and three corner styles, soft, round and square. A choice saves at once and follows you to every device. You can also ask: “make my dashboard blue”. Green and red are never accents; they always mean good news and bad news, whatever the rest of the board wears. A saved report remembers the look it was made in.
The little i on every stat
Click it and the stat explains exactly what it is and where it comes from, written so you can check it against your own records. AOV is revenue divided by orders. Time to close is the median days from a contact appearing in your CRM to their first paid order. Median on purpose: one slow closer should not move your number.