Dashboard - Edit dashboard layout
Dashboard- It would be great if Xero gave us more options to edit out Dashboards. Two colums are not enough, at the most I get to see four accounts before I have to scroll, they needn't be so large either. If they had three colums, and we could shrink the size of the 'boxes' then we could easily see a better snapshot of work to do and where the business is at.
Hi team, we appreciate all the feedback we've received from our customers about the Dashboard and how we could improve this for you.
As you may have seen or perhaps even have access to already - over the coming months we are releasing a new Xero Homepage that'll replace the existing Dashboard.
We've done lots of research and testing with our customers for the new homepage. You'll be able to customise to show which widgets you want, and it's built with updated technology so is much more responsive - adapting based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side!
I'll update you again here when this is live to you all, and if you'd like to give it a go now - jump on into the demo co 😊
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Vicki Hadley
commented
Would welcome the ability to choose how to display info in graphs ie pie chart v line graph
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Penelope Arnold
commented
The new dashboard/homepage means we have to go through more steps to find the things we want to access. E.g. ‘contact’ used to show along the top of the dashboard. Now we have to click on 2-3 steps to find them, taking way more time. This is only 1 of many more examples. To email an invoice, ,where’s ’email showed straightaway as an option, now we have to click on the 3 dots & specify, another several step process to get an everyday task done.
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Paula Fraser
commented
Fully agree. Users should be able to customize grid to suit their needs. 2 accounts per row is very clunky and time wasting scrolling up and down.
PLEASE can Xero Team look at this - does not seem like a major change but would be a game changer. -
Jon Shepherd
commented
Agreed - More customisation here is a must. Most monitors would easily be able to display a 3*3 or 3*4 grid of Dashboard widgets.
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Chelsea Beavington
commented
Agreed, with an option to edit the font so it's not bold and easier to read.
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Ana Labosky
commented
This would be really nice
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Carol Hoffman
commented
Please implement this.
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Brooke Roush
commented
100% agree - you need to be able so to see more accounts and other options
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Jerome Tse
commented
Yes please
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Alan Streluk
commented
I agree - the dashboard in Xero is clunky! A quick browse on those of competitors shows that they are certainly trying harder. The fact you can't even include the "Overall cash balance" on the web version (just Android and IOS) is quite telling. I guess they keep it this simple to make it work on the web and a tablet?? I think we are all grown up enough to cope with something more detailed...
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Dominic Hampton
commented
Plus one for this. Seems a simple gui change that would have a fairly massive impact
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Adrian Wood
commented
With two columns, only four dashboard panels can be seen at once. A simple enhancement would be to have an option to allow three columns, and then we can see six panels at once.
Ideally, it would be great to have a free format dashboard so each user can organise it depending upon their screen size. -
Johannes Knol
commented
Absolutely agree!
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Anna Addison
commented
It would be great if Xero gave us more options to edit out Dashboards. Two colums are not enough, at the most I get to see four accounts before I have to scroll, they needn't be so large either. If they had three colums, and we could shrink the size of the 'boxes' then we could easily see a better snapshot of work to do and where the business is at.