> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/reporting-and-integrations/reporting/customizing-your-dashboard-kpis-and-widgets.md).

# Customizing your Dashboard (KPIs and widgets)

The Dashboard is your at-a-glance home for business metrics. Across the top, up to four KPI cards show headline numbers - things like Revenue, Outstanding A/R, Quote win rate, Overdue groups, New customers, and Asset compliance - each with a trend versus the previous period and a link to the matching full report.

Below that is a grid of widgets: Revenue over time, Needs attention, A/R aging, Quote pipeline, Asset compliance, Recurring service coverage, Customer & property growth, On schedule today, Visit notes today, and Data health.

Data health includes a yellow **Properties without asset groups** row. It counts active properties with no active asset groups; open the row to review those properties.

Use the date-range dropdown to switch the period (Last 30 days, This quarter, Year to date, or Last 12 months); a couple of widgets, like today's schedule and visit notes, always show today.

Click Customize to drag widgets into a new order, remove ones you don't need, or add others, then Save layout - your arrangement is remembered in that browser, so it won't follow you to another computer. You can Reset to the default at any time.

Which KPIs and widgets appear depends on what your business has turned on - revenue and A/R need invoicing, and the quote pipeline needs quotes. The Dashboard is part of the reporting area, so it's available to roles that include reporting access. Everything shown is pulled from your live data; if a section can't load, it shows an error rather than placeholder numbers.

![Dashboard with KPIs and widgets](/files/2dLUijUvtYVBR38IRXIZ)

> **Where to find it:** Click Dashboard in the left navigation. Use the date-range dropdown to change the period, and Customize to add, remove, or rearrange widgets, then Save layout.

## Related guides

* [Reports: what's available and where to find them](/reporting-and-integrations/reporting/reports-whats-available-and-where-to-find-them.md)
* [Export, filter, and drill into a report](/reporting-and-integrations/reporting/export-filter-and-drill-into-a-report.md)
* [Reading the A/R aging report](/reporting-and-integrations/reporting/reading-the-a-r-aging-report.md)
* [Share a report with a colleague](/reporting-and-integrations/reporting/share-a-report-with-a-colleague.md)


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