Skip to main content

How to Edit Your Dashboard in FEA Create

Customise your dashboard to keep your most important business metrics in one place.

Your dashboard gives you a quick overview of how your business is performing, all in one place. You can use it to monitor things like your sales, email performance, social media activity and revenue, helping you keep track of what matters most without having to navigate between different areas of FEA Create.

You can also customise your dashboard to suit the way you work by adding, removing and resizing widgets, changing the colour theme and including images or text.

How to edit your dashboard

Step 1: Open the dashboard editor

  1. From the left-hand menu, click Dashboard.

  2. Click Edit Dashboard.

Note: If you don't see the Edit Dashboard button, please contact our support team at [email protected] and we'll be happy to help.

Step 2: Remove widgets

Some widgets, such as Opportunities and Funnels, display information from your Sales Pipeline.

If you don't need a widget:

  1. Click the three dots in the top-right corner of the widget.

  2. Click Delete.

Note: The Opportunities and Funnels widgets pull data from your Sales Pipeline. If you'd like to learn more about using Pipelines, see our article here.

Step 3: Resize widgets

You can change the size of any widget to create a layout that works best for you.

  1. Hover over the corner of the widget.

  2. Click and drag to resize it.

Step 4: Add new widgets

On the right-hand side of the editor, you'll find a selection of widgets you can add to your dashboard.

These include:

  • Email delivery statistics

  • Email replies

  • Total revenue from last month

  • Failed payments

  • Recurring revenue

  • Advertising performance

  • Daily social media impressions

Simply select the widgets you'd like to add.

Step 5: Add images and text

You can also personalise your dashboard by adding:

  • Images

  • Text

These can help you organise your dashboard, highlight important information or make it feel more aligned with your brand.

Step 6: Change the colour theme

If you'd like, you can change the dashboard colour theme to better match your brand.

Step 7: Save your changes

Once you're happy with your dashboard, click Save Changes.

Your customised dashboard will now be ready to use.

Did this answer your question?