1
Open dashboard settings
From the Dashboard page, click the Settings icon located in the top-right corner of the screen.
Configure Dashboard Layout
Learn how to personalize your dashboard layout in QuoteCloud by selecting which columns are displayed and arranging them in the order that best suits your workflow.
Configure Dashboard Layout
Learn how to customize your dashboard by choosing which columns are displayed and arranging them to match your preferred workflow.
Steps to configure your dashboard layout
2
Select Dashboard Layout
From the settings menu, click Dashboard Layout to open the Dashboard Editor.
3
Review available dashboard sections
In the Dashboard Editor, browse the available categories such as Document Meta Data, Travel Itinerary Details, Document Data & Status, Customer Details, and Custom Fields.
4
Rearrange displayed columns
Drag and drop column names within the display list to change the order in which they appear on your dashboard.
5
Show or hide dashboard columns
Use the toggle switches on the left side of the editor to enable or disable specific columns you want displayed on the dashboard.
6
Review layout changes
Verify that enabled columns appear in the display list and that disabled columns have been removed from the layout preview.
7
Save your dashboard layout
Click the Save button to apply and store your dashboard configuration changes.
FAQs