Dashboard Customization

Intellicon CRM dashboards are fully customizable. You control which widgets appear, where they sit, and how large they are — creating a workspace that matches your workflow exactly.

Edit Mode

Dashboards have two modes:

• View mode (default) — widgets display data; layout is locked
• Edit mode — widgets can be added, moved, resized, and deleted

To toggle edit mode, click the Edit button in the dashboard toolbar. When you are done, click Done to lock the layout.

Adding Widgets

1. Enter Edit mode by clicking Edit.
2. Click the Add Widget button.
3. A widget catalog panel opens, listing all available widget types grouped by category.
4. Click a widget type to add it to the dashboard.
5. The new widget appears on the canvas, ready to be configured and positioned.

tip

Browse the widget catalog to discover new visualizations. Each widget has a brief description to help you understand what data it shows.

Configuring Widget Settings

After adding a widget (or by clicking the gear icon on an existing widget in edit mode):

1. A settings panel opens for that widget.
2. Configure options such as:
   • Title — the display name shown on the widget header
   • Data source — which module or metric to pull data from
   • Pipeline — select a specific pipeline (for pipeline-related widgets)
   • Chart type — switch between bar, line, pie, etc. (where applicable)
   • Color scheme — customize chart colors
   • Font size — adjust text size for scorecards
   • Time period — override the dashboard-level date filter for this widget
3. Click Save or Apply to confirm your settings.

Drag-and-Drop Positioning

In edit mode, widgets can be freely repositioned:

1. Click and hold the widget header (or drag handle).
2. Drag the widget to its new position on the grid.
3. Release to drop it in place.

The dashboard uses a 12-column grid system with free-form placement. Widgets snap to grid positions for clean alignment.

note

Widgets will not overlap. If you drag a widget over another, the other widgets shift to make room.

Resizing Widgets

To resize a widget in edit mode:

1. Hover over the bottom-right corner of the widget until you see the resize cursor.
2. Click and drag to make the widget larger or smaller.
3. Release to set the new size.

Widgets have minimum size constraints to ensure their content remains readable.

Duplicating Widgets

To create a copy of an existing widget (including its configuration):

1. In edit mode, click the options menu (three dots) on the widget header.
2. Select Duplicate.
3. A copy of the widget appears on the canvas with identical settings.
4. Modify the duplicate's settings as needed.

tip

Duplicating is useful when you want the same widget type with slightly different filters — for example, two pipeline funnels for different pipelines.

Deleting Widgets

To remove a widget:

1. In edit mode, click the options menu (three dots) on the widget header.
2. Select Delete.
3. Confirm the deletion if prompted.

warning

Deleting a widget removes it and its configuration permanently. If you want it back, you will need to add and configure it again from scratch.

Exporting the Dashboard

You can export your dashboard in several formats:

JSON Export

Exports the dashboard layout and widget configuration as a JSON file. Useful for backup or sharing configurations with colleagues.

1. Click the Export button in the dashboard toolbar.
2. Select JSON.
3. The file downloads automatically.

PNG Image Export

Captures a screenshot of your current dashboard as an image.

1. Click the Export button.
2. Select PNG.
3. The image downloads automatically.

PDF Export

Generates a PDF document of your dashboard, suitable for printing or emailing as a report.

1. Click the Export button.
2. Select PDF.
3. The PDF downloads automatically.

info

Exported images and PDFs capture the dashboard as it currently appears, including any active filters. Adjust your filters before exporting to get the exact data snapshot you need.

For details on available widget types and what data they show, see Dashboard Widgets.