Customize Your Client's Dashboard

Your Home dashboard puts your client’s metrics front and center. Add KPIs, statements, and custom tiles, and arrange your layout any way you like.

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Getting Started

1. From your client's dashboard, click Edit in the top-right corner to enter edit mode.

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Adding Dashboard Components

1. Use the right-side Edit Dashboard panel to drag and drop elements onto your layout:

1. To remove any item, click the X on the tile.

2. Rearranging is simple—just drag tiles until you like the layout.

3. When you’re done, click Done in the top-right corner to save your changes.

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• Metrics — Core KPIs such as cash flow, runway, burn, and profit.

• Statements — Add P&L, Balance Sheet, or Cash Flow Statement tiles.

• Lists — Include Top Vendors, Expense Categories, and other groupings.

• Headcount (Gusto users only) — See headcount totals for the selected period.

• Departments — Track performance or totals by department.

• Custom — Add text tiles or manual KPIs for information tracked outside Digits.

• Search — Type to find vendors, accounts, categories, or metrics, then drag them in.

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Add Additional Custom Dashboards

You can create up to five customized dashboards on the Home page. Click the ➕ Add Dashboard button, give your dashboard a title, and start dragging in the components you want to highlight.

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Changing the Date Range

1. From the Home tab, open the period selector in the top-left corner.

2. Choose the timeframe (month, quarter, year, or preset periods).

3. Click Set to update the entire dashboard instantly.

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Tips:

• Start with Cash Flow, Runway, and Profit for a quick performance snapshot.

• Wondering what “runway” means? It shows how many months your current cash may last based on average expenses.

• Revisit and adjust your layout anytime—your dashboard should reflect what matters right now.

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Frequently Asked Questions

Which dashboards are available on mobile?

You can view your most-used dashboards, including Income & Expense Analysis, Total Cash, Gross Income, Trends, and Month-over-Month Deltas.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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