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Add a Customizable or Modular Dashboard #5294

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LumosViridi opened this issue May 5, 2024 · 1 comment
Closed

Add a Customizable or Modular Dashboard #5294

LumosViridi opened this issue May 5, 2024 · 1 comment

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@LumosViridi
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Scope & Context

When logged in, create a 'home' page that consists of widgets you can move around and customize. Some data fields that would be nice to have:

  • current opportunities or leads,
  • expected revenue,
  • last months revenue
  • tasks or activities that are due today
  • anything with a date field within a specified time-frame(we have customer anniversaries stored and it would be nice to know a few days before so I can send an email with a promo).

Example:
Garmin Dashboard
Screenshot 2024-05-05 at 10 05 35

Piperive Insights, I would love to see more than just financial data though
Screenshot 2024-05-05 at 10 08 44

@JuanxCursed
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+1

@twentyhq twentyhq locked and limited conversation to collaborators Sep 11, 2024
@FelixMalfait FelixMalfait converted this issue into discussion #6992 Sep 11, 2024

This issue was moved to a discussion.

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@JuanxCursed @LumosViridi and others