How to customize your XBASE dashboard
Step by step to set up your dashboard: choose widgets, drag to reorder, resize and remove what you don't use. The layout is saved to your account.
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Set up the dashboard with what matters for your work. Each block on the screen is a widget: you choose which ones appear, their order and the size of each one. The layout is yours and applies to the open workspace: each team member has their own, and in another workspace you set up another one.
What you need
- An XBASE account with the workspace in advanced mode (in simple mode, the home screen is Getting started).
- The widgets you see depend on your role. The thread charts, for example, only appear for people who can see all the conversations in the workspace.
Step by step
Open the Dashboard
In the menu, click Dashboard. The first time, it shows the default layout, with all the widgets your role can see. At the top is System setup: the list of what is left to connect in the workspace (WhatsApp, Instagram, TikTok, strategy, target audience, products, distribution, references, Meta account, ads setup, Google Calendar and other integrations). Each pending item has a Set up button that opens the right screen; a finished item shows as done, with the detail (for example, the WhatsApp number name or how many products are registered).
Add a widget from the library
Click Add widget. The Widget library opens on the side, with the widgets grouped into Metrics, Conversations, Funnels, Satisfaction (NPS), Ads and sales, Social and content, Automations and Operations (calendar, AI credits and notifications). To find a widget, type part of its name in Search by name or pick the type in All types. Click one to see the preview with the workspace's real data and then click Add to dashboard. For funnel widgets, pick the Funnel first; for ad widgets, the Period; for the NPS indicator and the NPS gauge, the Funnel and the Period. The NPS gauge sits in Metrics and is the size of the small cards at the top: it shows only the funnel's gauge. Funnels and Satisfaction (NPS) hold every piece of a funnel's Analytics tab: total, active and urgent threads and stages, Distribution by stage, Chart by tag, Top tags, the NPS indicator and the full Satisfaction (NPS) panel. These widgets can be added more than once, one per funnel (Add another). The widget goes to the end of the screen. The ones already on the dashboard show a ✓.
Enter edit mode
Click Customize. Cards get a dashed border and, pinned to the top of each one, a small bar with the size and the X to remove it. While you edit, widgets don't respond to clicks. At the top of the screen, the appearance strip lets you set the Spacing between cards (Compact, Normal or Roomy), the Width (Contained or Full screen) and the entrance Animations (On or Off). Changes show right away.
Reorder, resize and remove
- Reorder: drag the card from anywhere to its new place. On mobile, touch and hold the card before dragging. With the keyboard: focus the card, press space, use the arrow keys and press space again.
- Size: click the size selector and choose Compact, One third, Half or Full width (each widget offers only the sizes that make sense for it).
- Funnel or period: on funnel and ad widgets, change the funnel shown or the period in the selector on the bar. The NPS indicator and the NPS gauge have both: funnel and period (all time, last month, last 3 or 6 months or last year).
- Remove: click the X. The widget goes back to the library and can be added again whenever you want.
Save
Click Done. To discard the changes, click Cancel: the dashboard goes back to how it was.
What to expect
The dashboard is set up your way and saved to your account: it looks the same on any computer or phone you sign in on, in that workspace. Widgets adjust to the screen width; on a phone, the metrics show two per row and the rest take up the full width.
Common problems
Next steps
Still have questions?
Talk to the XBASE team on WhatsApp. We help you set it up. Email: contato@xbase.app.