# Customize Your Client's Dashboard

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### Getting Started

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

<div align="left"><figure><img src="https://2895837383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FghadbkL66K7U4hpGn8bk%2Fuploads%2Fu5j1xJOcmDjcLMmZoEh5%2FCursor_and_Notification_Center.png?alt=media&#x26;token=871e9ea2-c030-4c0f-a924-51ba4de18e96" alt="" width="563"><figcaption></figcaption></figure></div>

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### Adding Dashboard Components

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

<div align="left"><figure><img src="https://2895837383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FghadbkL66K7U4hpGn8bk%2Fuploads%2Fv9yNLQu5WTrT5ySHTVHw%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Customize.png?alt=media&#x26;token=3285215c-0197-4ff2-a640-ccc0cbe298a1" alt="" width="563"><figcaption></figcaption></figure></div>

2. To remove any item, click the **X** on the tile.
3. Rearranging is simple—just drag tiles until you like the layout.
4. 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.

<div align="left"><figure><img src="https://2895837383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FghadbkL66K7U4hpGn8bk%2Fuploads%2FPqiUvYUeCMWRJpV1YkWi%2FCursor_and_Michelle_s_Demo_Client_on_Digits.png?alt=media&#x26;token=3ecc1dfc-d316-493e-8c69-f5915867db9b" alt="" width="563"><figcaption></figcaption></figure></div>

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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.

<div align="left"><figure><img src="https://2895837383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FghadbkL66K7U4hpGn8bk%2Fuploads%2F1bBAq0CTcsfxSNcn7CFk%2FCursor_and_Michelle_s_Demo_Client_on_Digits.png?alt=media&#x26;token=6ee7df37-7d8d-4b0f-8614-165aeaab1a9e" alt="" width="309"><figcaption></figcaption></figure></div>

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{% hint style="success" %}
**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*.
  {% endhint %}

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### Frequently Asked Questions

<details>

<summary>Which dashboards are available on mobile?</summary>

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

</details>

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://app.gitbook.com/s/x8QKZsFt122QPdcslRDC/contact-us" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
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