Introducing Enhanced Sub Account Dashboards with Real-Time Widget Sidebar

Sub Account Dashboards: Sidebar/Widget Bar Enhancement

We’re excited to announce a significant upgrade to your custom dashboards and widgets with our new sidebar enhancement!

What’s New?

• Enhanced User Interface: The widget sidebar now appears alongside the dashboard without overlapping, allowing you to view your dashboard and widget settings side by side.
• Real-Time Editing: Make changes to your widgets and see the updates instantly on the dashboard without needing to close the sidebar.

How It Works

1. Navigate to Dashboards.
2. Click on the Edit icon.
3. Select “Add Widget“.
4. Configure your widget and click Save to add it to the dashboard.
5. Instantly preview any changes made to widget settings side by side with your dashboard.

Why it Matters

• This enhancement allows for a smoother and more efficient user experience by enabling live previews of widget changes, reducing the back-and-forth of closing and reopening the sidebar.
• You can now fine-tune your widgets with real-time feedback, ensuring your dashboard looks and functions exactly as you want.

Support Docs

1. Custom Dashboards Full Overview
2. Configuring Custom Dashboards with Widgets
3. Custom Widget Guide

In Case You Missed It:

Check out our recent update on the bulk edit opportunities feature!