Customizing your dashboard

Opening the customizer

Click Customize beside the Overview heading on your dashboard. The button becomes Done while the customizer is open.

karani.co/dashboard

Left column, right column, and everything currently hidden.

Moving widgets

Drag a widget by its handle:

• Between the two columns to move it left or right
• Within a column to reorder it
• Into Available Widgets to hide it

The buttons do the same thing without dragging:

• × on a widget hides it
• + on an available widget adds it to the left column

Saving

Click Save Dashboard. Nothing changes until you do — closing the customizer without saving discards your changes.

Hiding is a real saving

A hidden widget isn’t fetched at all, not just visually hidden. Trimming the dashboard to what you actually read makes it load faster, which matters most on the widgets that aggregate a lot of giving data.

Resetting

Reset to Default clears your saved layout entirely. You fall back to whatever you’d otherwise inherit — a layout your team leader assigned you, your team’s default, or the standard set. See Layouts & inheritance.

An empty dashboard is a valid choice

If you hide every widget and save, Karani keeps it empty. It won’t quietly restore the defaults, because that would look like the save had failed. Use Reset to Default when you want the defaults back.

Setting a default for your team

If you lead a team, the customizer also offers Set as default for <your team>. That publishes the layout you’ve built as the starting dashboard for everyone on the team who hasn’t customized their own.

Full detail in Team dashboards.

Building a dashboard worth having

The default dashboard is a reasonable general-purpose starting point. It is probably not the best dashboard for you.

Two questions worth asking:

What do I want to see the moment I log in? For most fundraisers that’s Tasks and Annual Target — what to do, and whether you’re on track.

Which list do I keep meaning to work and never do? Whichever it is — Behind on Giving, Out of Touch Donors, Lapsed Donors — put it on the dashboard. A list you walk past every morning gets worked; one behind two clicks doesn’t.

Three shapes that work

Starting out — Tasks, Annual Target, Recent Gifts, Groups. Enough to see progress without being overwhelming.

Established — Tasks, Annual Target, Behind on Giving, Out of Touch Donors, Recent Gifts. The maintenance view.

Analytical — Giving Trend, Donor Retention, Top Donors, New Donors, Giving by Fund. For when you’re planning rather than executing.

Widgets you can’t add

If a widget isn’t in Available Widgets, it isn’t available for your account — Giving by Fund needs more than one designation, Expenses needs accounting enabled, and the organisation widgets need you to belong to an organisation. See Dashboard overview.