Dynamic Dashboards

What are Dynamic Dashboards?

Your dashboards leverage the intuitive Content Block Editor combined with adaptable dynamic capabilities. This flexible system supports ongoing feature development, including new blocks that expand dashboard functionality.

How do I customize my Dynamic Dashboard?

Create as many dashboards as you need, each tailored to different purposes. Start by navigating to Content > Dashboards in the left sidebar.

You’ll see your dashboard list. Two dashboards appear by default: one Fallback for Staff and Contacts, and another for Super Admins.

Understanding Fallback Dashboards

A Fallback Dashboard displays for Contacts and Staff upon login when no other dashboard has been assigned to them. If left unmodified, it shows a default layout.

Only Super Admins can view the Super Admin Fallback Dashboard, which provides helpful setup resources for your Unificus account.

Fallback Dashboards cannot be removed, though you may edit them.

Adding a New Dashboard

Click + ADD NEW to build a fresh dashboard. Under Dashboard Settings, enter a Title first.

Next, set the priority level. Assigning a dashboard as Highest Priority makes it the default view for that user, overriding other dashboard assignments from Circles, Teams, or Roles.

Then assign Medium Priority users via Circles or Teams. This dashboard displays when the user lacks a direct (High Priority) assignment.

Finally, configure the Lowest Priority Dashboard, which is role-based and shows only if the user has neither Medium nor Highest Priority dashboards. Click Save to apply these settings.

You’re prepared to design your dashboard.

Click the circular plus icon to insert a new Block.

CLICK HERE to learn about Block Types.

After adding your Blocks, save your work using the Save button on the right side.

Additional options include:

Preview: Choose a Contact to see the Dashboard from their perspective.

Settings: Modify the Title or adjust Priority levels.

Styling: Adjust colors, backgrounds, or apply custom CSS.

Fonts: Pick from Google Fonts and set size, color, weight, and letter spacing.

Templates: Load a previously saved Template.

Save: Finalize your Dashboard.

Once saved, access further options by clicking Options.

Edit: Make updates to your Dashboard.

View: Preview your Dashboard.

Settings: Modify Priority assignments.

Save as Template: Store this Dashboard as a reusable Template.

Set Fallback: Remove direct assignments and designate as a Fallback.

Duplicate: Create a copy.

Delete: Permanently remove (irreversible).

From the main Dashboard tab, click the Assignment Icon to view which Contacts, Companies, or Staff are assigned to each dashboard.

The Assigned Users window opens, displaying current assignments.

How do I Create a Dashboard Template?

Navigate to Content > Dashboards > Dashboard Templates > + ADD NEW to start.

Follow the dashboard creation steps above. After saving your Template, click Options to Edit it, Contribute it to the Template Library, Duplicate it, or Delete it.