Platform Featuresdashboardcustomizationwidgets

Dashboard Deep Dive

Advanced dashboard customization, widget configuration, and productivity tips

3 min min readFor: all

Dashboard Deep Dive

Your dashboard adapts to your role and activity. Here is how to get the most from it.

Widget Areas

  • Top Row: Credit balance, quick actions (Generate Report, Compare, Watchlist)
  • Middle Row: Recent reports with scores, DNA match highlights
  • Bottom Row: Signal feed from watchlist companies, market intelligence alerts
  • Role-Based Views

  • Analysts see report generation tools and company search prominently
  • Org Admins see team activity, credit usage across members, and billing alerts
  • Super Admins see platform-wide metrics, user management, and system health
  • Pro Tips

  • Use keyboard shortcut Ctrl+K to open quick search from anywhere
  • Click any score on the dashboard to jump directly to the full report
  • The Signal Feed refreshes automatically — no need to manually refresh
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