Create Dashboards within FreeAgent CRM to visualize your reports into one single view.
To get started, click on the 'Reports' tab (1), then select 'Dashboard' and click the 'New Dashboard' button (2).
Here you will need to give your Dashboard a name and then click the 'Add' button.
Once your Dashboard is created it will appear on the list. Click on its name.
Here you can start adding Widgets to the Dashboard. Click on 'Pick a Widget' or go to 'Things You Can Do' and click 'Add Widget'.
Here just select one of the reports you would like to add to the Dashboard and click the 'Save' button.
Repeat the process to include as many widgets as you need to complete your Dashboard.
You can rearrange the Widgets by dragging and dropping them on the desired location. The others will be automatically rearranged. You can also change the dimensions of the widgets by using the resizing tool available on the bottom right corner of each widget.