How to Customize Your Dashboard with Titles

Your Dashboard is the central hub for all your business insights within the system. It displays a wide range of metrics, from the progress of contacts in opportunities to the performance of your advertising campaigns. While all this data is essential, it can sometimes make your dashboard feel crowded or difficult to navigate.

This is where the Title element becomes incredibly useful. With it, you can label different sections of your dashboard, include important notes for your team, or enhance your system's branding.

To get started, enter the editing mode by clicking on the pencil icon.

Next, click on "Add Widget" to open the menu on the left-hand side, where you'll find various widgets and elements. Navigate to the "Elements" tab and select the "Title" option.

For your dashboard title, you have the choice of displaying the current date, the dashboard name, or a custom text.

If you opt for custom text, simply type your desired title in the text box. You can also customize the text's color, background, and alignment in this section.

When you're satisfied with your title, click "Save" to add it to your dashboard.

You can easily reposition the title by dragging it to your preferred spot or adjust its size by dragging the corner of the title box.

Once you’ve finalized the title’s position and appearance, click "Save Changes." You’ve now successfully added a title to your dashboard! If you want to explore more customization options, be sure to check out the other articles in this section.