A Widget is a configurable snapshot of information that will appear on your Dashboard
- Arranging the Dashboard
- System Defined Widgets
- System Defined Widgets - Grid Components
- System Defined Widgets - Chart Components
- User Defined Widgets
Arranging the Dashboard
- A user can drag widgets into the relevant order that you wish to see these appear
- By default, System Defined Widgets will always sit above User Defined Widgets in order of view
System Defined Widgets
- A system defined widget is an option that is pre-set through the 'Change View' button on the Dashboard
System Defined Widgets cannot be modified
- The system defined widgets are available in two formats: Chart and Grid Components
- If you want to add these Widgets to your Dashboard, tick the box next to your desired Widget > Add to Dashboard
- System Defined Widgets include:
| Chart Components | Grid Components |
| Funds under Management (FUM) | Funds under Management (FUM) |
| Outstanding Appointments | Work in Progress |
| Monthly Leads | Recent Emails |
| Inflow vs Outflow | Outstanding Tasks |
| Investments by Platform Source | Assigned Tasks |
| Most Active Client | |
| Overdue Workflows | |
| Activities | |
| Recent Client Activity (Activity on the Client Portal) | |
| Recently Loaded Files | |
| My Calendar |
It is recommended that you select no more than 4 Widgets for your Dashboard.
Grid Components
- Grid Component Widgets display their data in table format, such as Outstanding Tasks
Chart Components
- These are widgets that will display as a graph or chart on the dashboard such as a ‘FUM’ chart
User Defined Widgets
- A user can create their own Widget to better suit individual needs
- A user defined widget can only be seen by the user who created it
- This can be done through Menu > Practice Management > Widgets
User Defined Widgets will automatically sit below System Defined Widgets if both are on the Dashboard.