📍 Background
Kafinea's main interface
Introduction #
Dashboards provide a summary view of your key metrics right on the Kafinea home page. Each user can customize their dashboard by adding widgets: charts, counters, filtered lists, shortcuts, and more.
1. Customize your dashboard #
From the home page, you can:
- Add a widget: Click the Add button to choose from the available widgets
- Move a widget: Drag and drop widgets to organize your dashboard
- Resize a widget: adjust the size of each widget to suit your needs
- Delete a widget: Remove widgets you no longer need
2. Types of widgets #
| Type | Description |
|---|---|
| Chart | Visual representation of data (bar charts, line charts, pie charts) based on a report |
| Short list | Filtered list of records (e.g., my open tickets, overdue invoices) |
| Counter | A key metric (e.g., number of pending quotes, monthly revenue) |
| Shortcut | Quick link to a frequently used module or view |
| Notepad | Text box for your personal notes |
3. Multiple dashboards #
Kafinea lets you create multiple dashboards and switch between them. This allows you to view different perspectives depending on the context:
- A "Sales" dashboard with sales metrics
- A "Finance" dashboard featuring key financial metrics
- A "Management" dashboard providing an overview
4. Frequently Asked Questions #
Can other users see my dashboard?
No, each user has their own personalized dashboard. The widgets and their layout are unique to each user.
How do I add a chart based on my data?
First, create a report in the Reports module, then add a chart widget to your dashboard by selecting that report as the data source.
Does the dashboard update automatically?
Yes, the data in the widgets is refreshed every time the home page loads.