# 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="/files/6XKpUXPLZDMsNFerc1c4" 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="/files/gIaMIqcq7zvQVrEBxiPO" 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="/files/2XpE8nYyLBFVPMQqksUx" 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="/files/9k5lACRdPuIYPKKLSgmm" 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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{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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