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.
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