Overview of Dashboard Settings

Your team can add a variety of widgets to your dashboard to help you track a number of important items as soon as you log in. This is a great summary of the whole system and your processes. The order of widgets, and what appears in each widget, is customizable. This article will go through how to adjust your settings to get your dashboard dialed in for your team. NOTE: these settings affect all admin users, not just the user who is adjusting them.

Overview

There are six main widget sections available for your dashboard:

• Shortcuts: buttons that will take you to some of the most frequently used tables, reports, or actions that your team uses.
• Donations: a new and improved donation breakdown, month by month tracking of your current campaign, year over year tracking of campaigns
• Payments: a quick view of payments that have run through your system, and any that need resolution
• Admissions & Inquiries: an enrollment funnel that gives you real-time totals for all of your leads, projected enrollment counts for next year, a stalled leads tracker
• Tuition Management: can show a monthly expected income from tuition
• Enrollments: track real-time status of all contracts, track the real-time status of all enrollment forms

To enable and edit these sections and the widgets within them, go to System > Settings > Client Settings > Dashboard. Any time you make changes to your dashboard settings, after you save them, you must reload your webpage for them to take effect.

In-Depth Look at Each Section and its Widgets

Shortcuts

1. Order on Dashboard affects where on your dashboard this section falls in relation to other section, the lower the number, the higher on the page it is.
2. You can customize the title of the section if you want to
3. When you first open your dashboard, do you want this section to be collapsed? (see picture below for what this looks like)
4. Tick which shortcuts you want available on your dashboard. NOTE: If you deselect all widgets, the entire section does not display on your dashboard.

Donations

1. Order on Dashboard affects where on your dashboard this section falls in relation to other section, the lower the number, the higher on the page it is.
2. You can customize the title of the section if you want to
3. When you first open your dashboard, do you want this section to be collapsed?
4. Set your current and previous campaigns to view in this section
5. Tick which widgets you want available in this section. NOTE: If you deselect all widgets, the entire section does not display on your dashboard.

Payments

1. Order on Dashboard affects where on your dashboard this section falls in relation to other section, the lower the number, the higher on the page it is.
2. You can customize the title of the section if you want to
3. When you first open your dashboard, do you want this section to be collapsed?
4. NOTE: If you deselect this, the entire section does not display on your dashboard.

Admissions & Inquiries

1. Order on Dashboard affects where on your dashboard this section falls in relation to other section, the lower the number, the higher on the page it is.
2. You can customize the title of the section if you want to
3. When you first open your dashboard, do you want this section to be collapsed? 
4. Set your current enrollment year to view in this section
5. Tick which shortcuts you want available on your dashboard. NOTE: If you deselect all widgets, the entire section does not display on your dashboard.

Tuition Management

1. Order on Dashboard affects where on your dashboard this section falls in relation to other section, the lower the number, the higher on the page it is.
2. You can customize the title of the section if you want to
3. When you first open your dashboard, do you want this section to be collapsed?
4. NOTE: If you deselect this, the entire section does not display on your dashboard.

Enrollments

1. Order on Dashboard affects where on your dashboard this section falls in relation to other section, the lower the number, the higher on the page it is.
2. You can customize the title of the section if you want to
3. When you first open your dashboard, do you want this section to be collapsed?
4. Tick which shortcuts you want available on your dashboard. NOTE: If you deselect all widgets, the entire section does not display on your dashboard.