Overview
The Dashboard module in Simply CRM gives users a visual workspace where they can monitor key data, track performance, and organize important reports in one place.
Simply CRM includes a set of standard dashboards out of the box, so users can start working immediately with ready-made views. Users can also create additional boards to organize widgets by team, process, department, or personal workflow.
Each board can contain different types of widgets, and on their own boards only, users can:
-
add new widgets
-
reorganize widgets live
-
resize widgets live using the corner handles
This makes dashboards flexible, practical, and easy to tailor to individual needs.
What you can do in Dashboards
With Dashboards in Simply CRM, users can:
-
work with prebuilt standard dashboards
-
create additional boards for different reporting needs
-
switch between multiple boards from the dashboard header
-
add widgets to their own boards
-
choose from different widget types when creating a widget
-
rearrange widgets directly on the screen
-
resize widgets directly on the screen using the widget corner handles
-
manage board-level actions such as editing, duplicating, transferring, or deleting boards, depending on permissions and setup
Standard dashboards
Simply CRM is delivered with standard dashboards already available. These provide users with immediate access to commonly used data views without requiring any setup.
Standard dashboards are useful for:
-
getting a quick overview of activity
-
tracking operational or financial information
-
reviewing sales, project, or support metrics
-
giving teams a starting point before creating their own boards
These default dashboards help users begin working right away while still allowing further customization through additional boards.
Boards in Simply CRM
A board is a dashboard layout that contains one or more widgets.
Users can have multiple boards to separate information by purpose. For example, they may want one board for sales metrics, another for project status, and another for personal productivity widgets.
Boards are shown as tabs or selectable items in the dashboard area, making it easy to move between different dashboard views.
Typical board options
Depending on permissions and configuration, board actions may include:
-
Add New Board
-
Edit Board
-
Transfer Board
-
Delete Board
-
Duplicate Board
These options are usually available from the board actions menu.
Note: The exact options available may depend on user role, ownership, and system configuration.
How to create a new board
Users can create additional boards when they want a separate dashboard for a specific purpose.
To create a board
-
Open the Dashboard module.
-
Open the Boards menu or the board actions menu.
-
Click Add New Board.
-
Enter the required board details.
-
Save the board.
Once created, the new board becomes available in the dashboard navigation.
How to switch between boards
If multiple boards are available, users can move between them from the top area of the dashboard.
To switch boards
-
Open the Dashboard module.
-
Click the board tab you want to open, or use the Boards dropdown.
-
The selected board will load and display its widgets.
This lets users keep separate dashboard layouts for different teams, business areas, or use cases.
Adding widgets to a board
Users can add widgets to their own boards only.
To do this, they use the Add Widget button and choose the widget type they want to create. This makes it possible to build a dashboard that matches the user’s reporting needs.
To add a widget
-
Open one of your own boards in the Dashboard module.
-
Click Add Widget.
-
Choose the widget type you want to create.
-
Select or configure the widget source, depending on the widget type.
-
Save the widget.
The widget will then appear on the current board.
Important: Users can add widgets only to their own boards.
Widget types
When adding a widget, users can select from different widget types made available in the system.
Examples may include:
-
detail report widgets
-
chart widgets
-
pivot table widgets
-
standard widgets
-
custom or shared widgets, depending on system configuration
The available options may vary depending on how Simply CRM has been set up.
Note: The widget types shown in Add Widget depend on the reports, shared items, and standard widgets available in the system.
Reorganizing widgets on a dashboard
Widgets on a user’s own boards only can be reorganized live directly on the dashboard.
This allows users to change the layout without leaving the page, making it easier to keep the most important information visible at the top.
To reorganize widgets
-
Open one of your own boards.
-
Click and hold the widget you want to move.
-
Drag it to the desired position on the dashboard.
-
Release it to place it in the new location.
The dashboard layout updates immediately, allowing users to arrange widgets in the order that fits their workflow.
Important: Live widget reorganization is available only on the user’s own boards.
Resizing widgets on a dashboard
Widgets on a user’s own boards only can also be resized live.
Users can adjust the size of a widget by dragging the corner handles, which helps them give more space to the most important reports or compress smaller widgets to free up room.
To resize a widget
-
Open one of your own boards.
-
Locate the widget you want to resize.
-
Use the corner handles on the widget.
-
Drag outward or inward to increase or decrease the widget size.
-
Release when the widget reaches the desired dimensions.
This gives users more control over how information is displayed on the dashboard.
Important: Live widget resizing is available only on the user’s own boards.
Managing board layout effectively
A good dashboard layout helps users find important information faster.
Best practices
-
keep the most important widgets near the top
-
use larger widget sizes for charts or widgets that need more detail
-
group related widgets together on the same board
-
create separate boards for different teams or business purposes
-
avoid overcrowding a board with too many widgets
A cleaner layout makes dashboards easier to read and more useful in daily work.
Example use cases
Users may create different boards for different goals, such as:
Sales board
Track pipeline, deals, revenue, and activity widgets in one place.
Project board
Monitor project status, progress charts, and workload metrics.
Support board
Display ticket-related reports, response activity, and team performance.
Personal board
Create a focused dashboard with only the widgets most relevant to the individual user.
Notes and limitations
-
Simply CRM includes standard dashboards by default.
-
Users can create additional boards for more personalized dashboard layouts.
-
Users can add widgets only to their own boards.
-
Users can reorganize and resize widgets only on their own boards.
-
Widget resizing is done using the corner handles on each widget.
-
Available widget types may vary depending on configuration, permissions, and available reports.
Troubleshooting
I do not see the Add Widget button
Make sure you are viewing your own board. Users can add widgets only to boards they own or are allowed to customize.
I cannot move or resize a widget
Live reorganization and resizing are available only on your own boards. If the board is not yours, these options may not be available.
I do not see the widget type I need
The available widget types depend on system setup and what reports or widgets are available in your environment.
I cannot see board management options
Some board actions may depend on permissions, ownership, or administrator settings.
Summary
The Dashboard module in Simply CRM is designed to give users a flexible and visual way to work with business data.
Users can start with standard dashboards, create additional boards for their own needs, and build out those boards with widgets using the Add Widget button. On their own boards only, they can also reorganize and resize widgets live, using the corner handles to create a layout that fits the way they work.