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The home page shows your whole account at a glance. When you check the same few numbers every week, such as what came in, what’s owed and what’s left, make a dashboard of just those. Start from a ready-made page, add the widgets you want, and share it with your team if they need it too. This guide makes a weekly money dashboard for Northwind Coffee Roasters.

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Make the dashboard

1

Click New dashboard

On the home page, click the dashboard’s name, Home, above the numbers. Under Your dashboards, click New dashboard.
Home (shared), outlined, and its list: Account home, Home, Everyone, Your home; Your dashboards, Business overview, Front desk today and another; New dashboard, outlined; and Your data

New dashboard

2

Name it and choose a start

Type a Name. Under Start with, pick A blank page, or a ready-made page such as Money page or Leads page that already has the widgets for that part of your business. Click Create.
New dashboard: Name Weekly money check, outlined; Start with: A blank page, Company overview page, A page for each part of Hiveku you use, Leads page, Money page, chosen and outlined, Website traffic page; and Create, outlined

A money dashboard, from the Money page

The dashboard opens with your own numbers. (yours) next to its name means only you can see it so far.
Weekly money check (yours), outlined, with This month, Compare with the period before, Share, Customize and more; and the widgets Collected $1,522.00, Invoiced $698.00, Owed to you $1,900.00 and Overdue receivables $1,900.00

Weekly money check, new

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Add a widget

1

Open the widget library

Click Customize. The widget library opens on the right; if it doesn’t, click Add widget. Type what you want to know, such as profit, in Search widgets.
2

Add it

Click Add on the widget. Preview shows it first with sample numbers.
Add a widget: Ready-made, Build your own and Your data; Search widgets with profit typed, outlined; Whole pages Profit and loss and Finance with Add as a page; and under Is revenue on track?, Net profit with Add, outlined, and Preview

Net profit, in the library

3

Click Done

The widget lands at the bottom of the page. While you’re customizing, drag widgets to arrange them; changes save on their own. Click Done when you’re finished.
Net profit $642.00, down 75%, was $2,554.80, as of just now, Oct 1 to Oct 23, outlined

The new widget, with Northwind's own number

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Share it with your team

Click Share. Under Who can open it, pick Everyone in your account. Each person sees only the numbers their role allows, so a teammate who can’t see money sees nothing they shouldn’t. Add a teammate lets someone else change it too.
Share Weekly money check: Who can open it, Everyone in Northwind Coffee Roasters chosen, outlined, Each person sees only the numbers their role allows; Who can change it, Add a teammate, outlined; Copy into another account; and Done

Shared with the team

Click Done. The button now reads Shared.

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Make it your home

Click ··· next to Customize:
  • Set as my home opens this dashboard whenever you go to the home page. Nobody else is affected.
  • Publish to the account home makes it the home everyone sees. Only do this once your team has agreed on it.
The more menu: Copy link, Duplicate, Rename, Set as my home, It opens when you open the home, Nobody else is affected, and Publish to the account home, Everyone sees this layout as the home, both outlined, and Delete

The home choices

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Good to know

  • Switch dashboards from the name above the numbers.
  • Change the dates with This month and Compare with the period before; every widget follows.
  • Copy link opens the dashboard at the same dates and choices for a teammate.
  • Deleted one by mistake? It stays under Recently deleted in the dashboard list for 30 days.
  • A tour of the home page: see Find Your Way Around the Dashboard Home.