Choose which widgets to show

Switch to help for new design

You can choose whether to display certain widgets on your dashboard.

1. From your dashboard, select Display Settings.

   

2.  Choose one or more of the following:

   • Select Financial Summary to show the Financial Overview widget.

     

     Select Graphs below this option if you also want to show a balance graph for the selected bank account.

     

   • Select Quotes Summary to show the Sales Quotes Summary widget.

     

   • Select Referred Users to show the Referred Userswidget.

     

   • Select Show payment to show the Payments widget.