Dashboards and Reports Get a More Consistent UI

SMBcrm has refreshed the visual design across Dashboards and Custom Reports to make reporting screens feel more consistent from page to page.

What changed

The update visually aligns key reporting areas, including:

• Dashboard headers, navigation, breadcrumbs, side panels, and modals
• Chart and widget types, including numeric, bar, donut, line, table, and funnel widgets
• Loading states, error states, and card styling across widgets
• Advanced filters, quick filters, and date pickers
• Custom metric builder layouts, including the formula builder and filter panel
• Report builder, report list, schedule page, and clone or duplicate flows
• Widget AI summary, Google Ads, Facebook, and Google Analytics widgets

How to try it

Go to Settings → Labs in your account and enable Dashboard and custom reporting - UI consistency update.

After it is enabled, the updated interface loads when you open Dashboards or Custom Reports.

What stays the same

This is a UI consistency update. Your existing dashboards, reports, widgets, filters, and custom metrics remain unchanged.

No functionality, data, or workflows have changed.

Notes for custom styling

If you have added custom CSS styling to dashboards, review those styles after enabling the update. Some adjustments may be needed because of the refreshed components.

Minor spacing differences may also appear in some areas as part of the component alignment.

In Case You Missed It

You may also want to read Group Contacts by Source in Reports.

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Need Help Applying This Update?

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