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Customizing Your Dashboard

Customizing Your Dashboard

Section titled “Customizing Your Dashboard”

The dashboard is the first thing you see when you log into HARi CRM. It gives you an at-a-glance view of your business through widgets and charts. You can create multiple dashboards and customize each one for different purposes.

Dashboard Types

Section titled “Dashboard Types”

HARi supports two types of dashboards:

  • System dashboards — Created by admins. Visible to all users (or users with specific profiles). Great for company-wide KPIs like total pipeline value or monthly revenue.
  • Personal dashboards — Created by individual users. Only visible to the user who created them. Perfect for tracking your own deals, tasks, or activity.

Creating a Dashboard

Section titled “Creating a Dashboard”
  1. Click the Dashboard icon in the sidebar
  2. Click New Dashboard
  3. Give it a name (e.g. “Sales Overview” or “My Pipeline”)
  4. Choose System or Personal
  5. Click Create

Adding Widgets

Section titled “Adding Widgets”

Widgets are the building blocks of your dashboard. Each widget displays a specific piece of data.

  1. On your dashboard, click Add Widget
  2. Choose a widget type:
    • Chart — Pie, bar, funnel, or line chart based on your data
    • Counter — A single number (e.g. “Open Deals: 24”)
    • List — A table of recent records (e.g. “My Overdue Tasks”)
  3. Configure the widget by selecting the entity, the field to aggregate, and any filters
  4. Click Save

Chart Types

Section titled “Chart Types”

HARi includes four chart types, each suited to different data:

  • Pie chart — Best for showing proportions (e.g. deals by stage, contacts by source)
  • Bar chart — Compare values across categories (e.g. revenue by month)
  • Funnel chart — Visualize conversion through stages (e.g. pipeline funnel)
  • Line chart — Track trends over time (e.g. new contacts per week)

Arranging Your Layout

Section titled “Arranging Your Layout”

Widgets can be resized and rearranged by dragging. Place the most important metrics at the top so they are visible immediately. You can create multiple rows of widgets to organize information logically.

Managing Multiple Dashboards

Section titled “Managing Multiple Dashboards”

Switch between dashboards using the dropdown at the top of the dashboard page. You can create as many dashboards as you need — for example, one for sales, one for support, and one personal dashboard for your daily tasks.

Next Steps

Section titled “Next Steps”