Customizing Your Dashboard

repadminfinance

Personalize the Widgets You Use Most

Your dashboard can be tailored to your role and workflow.

Edit Widget Settings

  • Open your dashboard
  • Click the widget settings icon
  • Adjust available options like:
    • Metric (ARR, meetings, SQLs, etc.)
    • Period (month, quarter, fiscal year)
    • Status filters (approved, pending, rejected)
  • Save

Helpful Widget Combos for Reps

  • Commission Summary + Recent Deals
  • Upcoming Commission Payment + Quota Progress
  • Deal List (Approved + Pending) for payout visibility

If Data Looks Stale

If your org has CRM sync enabled, use the Sync button in the top header to pull latest closed-won changes immediately.

Was this article helpful?

Related Articles

Still need help?

Send the page you are on and what you expected to happen so support can reproduce it faster.