Overview
The Overview dashboard is the first thing you see when you log in to DoorLoop, so it's worth building it around the information you check most. By default, your dashboard only shows a starting set of widgets — to see everything relevant to your business, you'll need to add the rest yourself. Each widget gives you a live snapshot of one part of your business, whether that's overdue rent, upcoming lease renewals, or open work orders. Adding the ones you rely on means that information is waiting for you the moment you log in, instead of being buried a few clicks away.
Note: Starter plan accounts can not add widgets. You can only move and arrange them.
The Steps
To add a widget to your dashboard, click on the Customize Dashboard button at the top right corner, which will bring up the Widget menu.
When you find a widget you'd like to add, click and drag it from the Widget menu directly onto your dashboard page.
It’s as simple as that! Now you can easily view all your important information at a glance.
Next Steps
If you’ve mistakenly added a widget you’d like to remove, please refer to our Removing Widgets from your Dashboard article.
If you’d like to rearrange the order of your widgets, please refer to our Moving Widgets on your Dashboard article.
If you’d like to learn how to access other parts of the software easily using the widgets, please refer to our Clicking on Items in Widgets article.