Dashboard Options
Go to System>Configuration>Dashboards>Select to change either the System Default Dashboard or a Specific User's Dashboard.
System Default Dashboard
System Default Time Period for Widgets: from the drop down you can select the date range you require or set a custom date range.
KPI Cards: choose which cards you would like displayed on your dashboard. To read more about KPI Cards, click here.
Task List: This widget allows you to work with the Task List module directly from your Dashboard.
Column Width: dashboard widgets use the Bootstrap grid system. Full width will stretch the widget across the column. Dynamic width will automatically adjust the widget to the size of your screen and other widgets.
Include Time In Due Date: allows you to specify a date and time that a task is to be completed. When it is set to No, only the date value is used.
Recent Client Activity: The Recent Client Activity widget allows you to quickly see activity from your clients, such as when they view a quote or invoice.
Column Width: dashboard widgets use the Bootstrap grid system. Full width will stretch the widget across the column. Dynamic width will automatically adjust the widget to the size of your screen and other widgets.
Timeline: The Timeline widget shows you a chronological and searchable list of important system events, such as client status changes, invoices emailed, payments taken, noted added, and more.
Column Width: dashboard widgets use the Bootstrap grid system. Full width will stretch the widget across the column. Dynamic width will automatically adjust the widget to the size of your screen and other widgets.
Sales Chart: The Sales Chart shows your invoice and payment totals in a line graph.
Column Width: dashboard widgets use the Bootstrap grid system. Full width will stretch the widget across the column. Dynamic width will automatically adjust the widget to the size of your screen and other widgets.
Accumulate Totals: when enabled this will add your previous day sales total in the form of a line graph.
Open Invoice Aging: This shows the dollar amount of unpaid invoices that are overdue.]
Column Width: dashboard widgets use the Bootstrap grid system. Full width will stretch the widget across the column. Dynamic width will automatically adjust the widget to the size of your screen and other widgets.
User Specific Dashboards
The User Specific Dashboard Options are the exact same as the System Default Dashboard, except you must first select which user you are changing the options for.
