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Press Customize (the pencil in the dashboard’s toolbar) to change a dashboard. You can customize:
  • The account home, if your role can edit it. Owners and admins can; see Permissions.
  • Your own dashboards, always.
  • A teammate’s dashboard, if they picked you as someone who can change it. Owners and admins can change any dashboard shared with the account.
On a home you can’t change, More > Make my own copy gives you a copy that is yours to change.

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The editing bar

While you edit, a bar across the top reads Editing and the dashboard’s name, with: While you edit, widgets keep showing their live numbers, but buttons and links in them don’t work until you press Done.

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Add widgets

Add widget opens the library. On a wide screen (1280 px and up) it sits beside the dashboard; on a smaller one it floats over it. It has three tabs.

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Ready-made

Ready-made widgets are grouped by the question they answer, such as How are leads coming in?, Is revenue on track?, What needs my attention? and How is the team doing?
  • Search finds a widget by its words.
  • Department narrows the list to one part of Hiveku: CRM, Marketing, Helpdesk, Accounting and the rest.
  • Shows narrows it to what a widget shows: a number, several numbers, a trend over time, a breakdown, a table, a funnel, by day or hour, what needs attention, or part of the home page.
  • Each choice says how many widgets it holds. Clear filters shows them all again.
See a widget before you add it. On a computer, rest the pointer on a widget for a moment and the widget itself opens beside the list, drawn exactly as it will look, with sample numbers. On a phone or tablet, press Preview. The sample numbers are made up; once you add the widget it shows your own. Home blocks and record lists show only their small sketch. Whole pages sit at the top of the list: ready-made department pages (Leads, Money, Projects, Support, Phones and bookings, Reviews, Social, Automations). Add as a page adds one as a new page of the dashboard. A page leaves out any widget on numbers your plan or role doesn’t include. Widgets your plan or role can’t see are shown locked, with the reason, at the end of their group. You can preview them, but not add them.

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Build your own

  • Describe the widget you want. Type it in your own words, such as “New leads from Google Ads each day this month, against last year”, and press Fill it in. Hiveku picks the settings, shows them in plain words with a preview on your real numbers, and adds nothing until you press Add. It only picks numbers Hiveku keeps and your role can see; when there is no such number it says so and offers the closest ones. Each fill uses a little of the account’s AI credits.
  • Start a widget. Choose any number Hiveku keeps, how to show it and what to split it by, yourself.
  • Several numbers. Up to 15 numbers from any department in one list, each with its change.
  • Scorecard. Up to 15 numbers from any department, each against its goal, with its change and its last 13 weeks.
  • Needs attention. Only the numbers past a line you set, worst first, each with a link to its page. It says All clear when nothing is.
  • A button that runs a workflow. See Buttons and forms.

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Your data

The account’s own tables. Each table offers widgets made from its columns, and a form that adds a row to it. See Your data.

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Arrange widgets

  • Move a widget by dragging its handle.
  • Resize it by dragging its bottom-right corner.
  • Open its settings by clicking it.
Each widget also has a menu that does everything a drag does, from the keyboard:

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The phone layout

On a phone, a dashboard is one column. Press Phone in the editing bar to see the page at a phone’s width and put its widgets in the order a phone should show them. A widget hidden on phones still shows on a computer.

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Widget settings

Clicking a widget opens its settings beside the page. Changes save on their own. See Widget types for what each way of showing a number looks like.

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Controls

A control is one picker that changes many widgets at once, on every page of the dashboard, for example a Channel filter or an attribution Credit setting. Press Add control (in the row under the toolbar while editing) to see what a control could change:
  • Settings the widgets here have, such as Credit or Lookback.
  • Filters the widgets here share, such as Channel, each with how many widgets it would drive.
  • Dates of its own, for the widgets you tick in its settings.
Every widget with that setting follows the control, unless the widget is set on its own. People looking at the dashboard change a control from its button in the row. Their pick is kept in the page’s link, so they can send exactly what they see.

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Pages

A dashboard holds up to 10 pages, each with up to 30 widgets, and up to 100 widgets in all.
  • Add page sits at the end of the page tabs. Give the page a name (up to 40 characters).
  • Each tab has a menu: Rename, Move left, Move right, Duplicate and Delete. On a phone, the page list has Move up and Move down instead.
  • Delete asks first, naming the page and how many widgets it holds. Versions can bring it back.
To add a ready-made department page, use Whole pages at the top of the library.

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Dates when it opens

More editing options > Dates when it opens sets the dates and comparison the dashboard opens at, for everyone. A person who picks other dates on their own device, or opens a link that names other dates, sees those instead.

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Undo, versions and reset

  • Undo steps back through this session’s changes.
  • Versions lists the dashboard’s saved versions, newest first, with when each was made and how. Restore makes an old layout the newest version; the one it replaces stays in the list, so nothing is lost. Changes saved close together count as one version, and the last 50 versions are kept.
  • Reset to default (account home only) puts the home back to the layout Hiveku builds for the account. The layout you had stays in Versions, and Undo brings it back.

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Who can change what

Roles are set in Settings > Team Members > Manage Roles. See Roles & Permissions.