# Dashboard

The dashboard is your starting page and the first thing you see when you log into the Admin portal. It provides a customizable overview of your most important data and metrics.

## Getting Started

When you first log into a new client, the dashboard is typically empty or contains minimal content. You'll need to populate it with widgets from various modules throughout the system.

## Adding Widgets to Your Dashboard

Widgets are created from existing views and reports in different modules. Here's how to add them:

1. Navigate to any list page (products, promotions, orders, baskets, etc.)
2. Create or configure a report with the filters and data you want to display
3. Go to **Tools** and select **Create Dashboard**
4. A new widget will automatically appear on your dashboard


### Supported Data Sources

You can create widgets from nearly all list views in Norce Commerce, including:

- Product lists
- Promotion lists
- Order lists
- Basket lists
- Customer lists
- Company lists


## Dashboard Examples

Here are some common dashboard configurations:

- **Kanban Board**: Track products in different stages of completion
- **Sales Analytics**: Monitor new orders created today, or new customers, best customers
- **Recent Activity**: View new baskets from the last week
- **Campaign Performance**: See promotion usage and fulfillment metrics


## Customizing Your Dashboard

![Norce login](/assets/dashboard.0852c569a0698163625213081029ccf83e49f5eed5f934eaeb0c7ab3e8954e53.17d27d97.png)

### Editing Mode

To modify your dashboard layout:

1. Click the **Edit** button in the top-right corner
2. The Edit button changes to **Save** and **Cancel** buttons
3. Each widget displays a cog wheel icon in its top-right corner


### Widget Configuration

Click the cog wheel icon on any widget to access options for:

- **Remove**: Delete the widget from your dashboard
- **Edit**: Modify widget settings
- **Layout**: Change how data is displayed
- **Colors**: Customize the visual appearance (for certain layouts)


### Layout Options

Choose from several display formats:

| Layout | Description | Best For |
|  --- | --- | --- |
| **Table** | Shows top 1, or up to 20 items directly in the widget | Best customers today, Top 3 campaigns |
| **Graphs** (in different styles) | Time-based charts | Orders over time, created baskets over time |
| **Total** | Single number display | # of products missing description, # of promotions not used |


### Layout-Specific Options

- **Table Layout**: Adjust the number of rows displayed
- **Graph Layouts**: Customize colors and styling
- **Total Layout**: Change background colors


### Rearranging Widgets

To move widgets around your dashboard:

1. Enter edit mode
2. Use the drag handle (appears on the left side of each widget)
3. Drag and drop widgets to different positions, rows, or columns


## Widget Visibility and Permissions

Widget visibility is determined by the source report's "access" level:

- **Application**: Widget visible only in the specific application for all users
- **Private**: Widget visible only to you
- **Client**: Widget visible to all users in your organization on all applications


To set widget visibility, modify the permissions when you create it from the source list.

## Current Limitations

- Each user currently has access to one dashboard page
- Widget permissions are set when created and cannot be modified directly on the dashboard