With this new release, you can now create custom dashboard views by saving widget presets. This allows you to quickly switch between different dashboards depending on what you want to focus on.
How to create a widget preset
- Go to your Dashboard.
- From the dropdown “No preset selected”, select Create New Preset.
- Start adding the widgets you want to include. You can add up to 12 widgets per preset.
- Save your changes and give your preset a name.
- You’ll now be able to switch between presets from the dropdown menu.
Example use cases
You can create different dashboard views depending on your needs. For example:
- A preset for Purchase Orders.
- A preset for Inventory.
- A preset for Costs.
Each preset keeps its own configuration, so you can quickly change focus without having to rebuild your dashboard every time.
✅ This feature gives you the flexibility to organize your dashboard in the way that works best for you and your team.