The Welcome Dashboard will help you identify trends and have real-time visibility into the financial performance of the account. The gadgets shown in the Dashboard are initially based on the user's permissions but can be customized by the user.
Select Home > Welcome.
Click Customize (top right corner).
Select the "Build your Welcome page" radio button.
Click the Dashboard tab.
Select up to six dashboard gadgets (Aging gadgets count as two) to create your dashboard.
For more details and information on all the available Gadgets and their intended best use, visit our Dashboard Gadget User Guide.Review your dashboard and click Save.
For more details and information on all the available Gadgets and their intended best use, visit our