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Adding and editing dashboard cards just got easier πŸͺ„
Adding and editing dashboard cards just got easier πŸͺ„

We've refined the way in which you add and edit dashboard cards, making your dashboard experience seamless.

Alex avatar
Written by Alex
Updated yesterday

Dashboards have been through a lot of changes in recent months, from the ability to add Cash Manager graphs to being able to compare to budgets and forecasts. Our latest change is something you can't miss - a new way to add and edit cards. Let's unpack this change.

Adding cards βž•

To add a card, you will do the obvious thing - click "Add card." You can then choose the relevant entity from the drop-down menu and select the category of card. The categories include:

  • KPI Scorecards

  • Cash

  • Customers

  • Products

  • P&L and Balance Sheet

  • Transaction List

  • Connections

  • Image

Once you've chosen from these categories, a new menu will appear. For instance, if you have multiple scorecards, you can select the one you would like to showcase, or if you select Customers, you will be prompted to select a specific metric such as Customer Sales or Growth in Customer Sales. You can then add the card to your dashboard. As easy as that.

Syft will also move you to the newly added card so you can see exactly where it is.

Editing cards βš’οΈ

To edit a card, click on the cog icon in the right corner of the card. This will open a neat strip menu where you can alter any of the following:

  • Card size

  • Graph type

  • Comparison

  • Color (the little teardrop icon)

There's also an extended menu which you can open by clicking on the ellipsis (...). In this menu, you can:

  • Duplicate the card

  • Go to source data

  • Chart in Excel

  • Delete the card

It's sleek and intuitive, with all the same options as before.

Note πŸ“: You can still rearrange your cards by hovering over the left-hand corner to highlight a series of dots and then dragging and dropping them into place.

Closing thoughts πŸ’­

The Dashboard is one of our most beloved features and for good reason. Within your Dashboard, you can get a clear snapshot of your most important business metrics with comparisons to prior periods, forecasts, or your annual budget. So, you can easily assess whether you're on track or where you may be falling behind - every day.

With the latest updates to the user interface, adding and editing cards has become a seamless experience, making it easier than ever before to manage your dashboard and see where you need to improve.

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