Growth & Insight · Module 07

Dashboard & Home

Know What Matters in Five Seconds

The first screen every user sees should answer one question right away: "what needs my attention today?" This page walks through the business case, the exact setup, and how each person actually uses it.

⏱ ~6 min to complete80 pts available🏅 Badge: Home Page Curator

About & Business Case #

Why a curated Home page matters #

Avery Ellis · Account Executive

"I want to open the CRM in the morning and know, in five seconds, what needs my attention today — not click through five different lists to piece it together."

The first screen a user sees sets the tone for their whole day. If it's empty or generic, they'll go hunting elsewhere for the information that actually matters to them.

What this means for you

One glance replaces a dozen manual checks. Deal health, recent records, and quick links all show up in one place, from the first minute of the workday.

Implementation #

Dashboard vs. Home #

"Company account" (sometimes shortened to "org", short for organization) just means your company's whole space in the CRM. Here's the difference between the two landing pages you'll use most:

Page	Purpose	Scope
Dashboard	Summary cards (KPIs — numbers that show how something important is doing) plus a feed of recent activity across the whole company	Counts every record in the company account, no matter who owns it — a big-picture, admin-level view
Home	A set of configurable widget tiles: quick links, recent records, KPIs	Every user sees the same widget layout; it's the default page you land on right after login

Two kinds of personalization

Home widgets (the tiles themselves) are set up once by an admin, for everyone. Home layout — small things like whether the sidebar is collapsed — is a personal preference layered on top, just for you.

1 Compare the two pages #

Visit Home and DashboardLog in and notice you land on /home automatically. Then open /dashboard on its own, so you can compare the two.

2 Customize the Home page #

Open Home Widget setupGo to Setup → Home Widgets. (Setup is where admins configure the CRM — open it with the gear icon at the top right, next to the bell.)

Add or reorder a tileAdd a "Recent Records" widget and drag it up to the top of the list.

Save and verifyLog in as a different user and confirm they see the same updated Home layout you just built.

How to Use #

Day-to-day: every user #

Log inYou land on Home automatically — no need to navigate anywhere first.

Scan your tilesQuick links, recent records, and any KPI tiles an admin has set up are all right there.

Adjust your own layoutCollapse the sidebar or tweak small personal preferences — these stay yours, separate from the shared widget setup.

Day-to-day: managers and admins #

Check company-wide numbersOpen Dashboard for the big-picture view — every record, regardless of owner.

Update the shared Home layoutWhenever the team's priorities change, add or reorder widgets in Setup → Home Widgets — everyone sees the update immediately.

What to try next

Look at the Reports trail to build the KPI tiles this page is built to surface.

Quiz #

Test what you learned #

1. Is the Home widget layout set per-user, or the same for everyone?

Per-user — everyone can arrange their own tiles

The same for everyone — every user sees the same widget layout

2. Does the Dashboard's totals only count records a specific viewer is allowed to see?

Yes, it only counts records that viewer can see

No — it's an admin-level total that counts every record, no matter who owns it