Your Dashboard is fully customizable. You can resize widgets, remove ones you don’t need, and add any widget back at any time. OneSuite remembers your layout between sessions.
Opening the Customize Panel #
Go to your Dashboard on the home screen after logging in.
Click the Customize button in the top-right corner of the screen.
A panel slides open showing all available widgets, both active and hidden.
Resizing a Widget Half Size vs. Full Size
Every widget can be displayed at half width or full width. Half-size widgets sit side by side. Full-size widgets span the entire page width.
Hover over any widget. A small toolbar appears in its top-right corner.
Click the resize icon(two arrows) to toggle between half-size and full-size.
Your layout saves automatically no Save button needed
Tip
Use full-size for widgets you check constantly (Revenue Overview, My Tasks) and half-size for supporting context widgets (Top Clients, Pipeline Overview).
Removing a Widget #
Hover over the widget you want to remove.
Click the menu in the widget’s top-right corner.
Select Remove widget.
It disappears immediately and other widgets reflow to fill the space.
Adding a Widget Back #
Click Customize in the top-right corner of the Dashboard.
Find the widget you want to restore hidden widgets are listed in this panel.
Click Add next to the widget name. It appears at the bottom of your Dashboard.Drag it to your preferred position.
Reordering Widgets #
Click and hold any widget’s title bar, then drag it to a new position. Other widgets shift automatically to make room.
The Top Metric Card #
Across the very top of your Dashboard sit four summary cards giving you your agency’s headline numbers at a glance.
Active Clients #
The total number of clients currently active in your workspace. A quick indicator of your current workload and client base size.
Ongoing Projects #
All projects currently in progress across your team. Use this to sense-check capacity before taking on new work.
Total Revenue #
Lifetime revenue from all paid invoices. This updates automatically every time a client pays an invoice in OneSuite.
Pending Invoices #
The number of invoices sent but not yet paid. A high number here means it’s time to follow up with clients.