Dashboard Configuration

The Dashboard Configuration workspace lets administrators shape how the General Dashboard appears for a service. It controls the flow of sections, which sections are visible, and the order of components inside each section.

Navigation: Administration → General Setup → Configurations → Dashboard Configuration

What It Controls

Dashboard configuration is service-aware and config-driven:

• Section flow determines the order in which dashboard sections appear.
• Section visibility decides whether a section is shown or hidden.
• Component order controls the arrangement of widgets inside a section.
• Runtime rendering still respects user permissions, so a configured section or component is only shown if the signed-in user can actually view it.

How the Dashboard Is Resolved

The live dashboard combines three layers:

1. Service profile defaults decide which dashboard sections are available for the current service.
2. Saved dashboard configuration defines section order, visibility, and component order.
3. User permissions filter the final result so users only see sections and widgets they are allowed to access.

TIP

Each service works with a single dashboard configuration. Administrators do not need to manage multiple named dashboards for the same service.

Page Layout

The dashboard configuration tab is built around draggable section cards.

Area	Purpose
Section cards	Represent each available dashboard section such as Financial Metrics, Deposits, Loans, Shares, or Activity
Visible toggle	Hides or shows the section without removing it from the saved dashboard flow
Component list	Shows the widgets inside the section and lets you drag them into the desired order
Save Changes	Persists your dashboard flow and component arrangement
Ignore Changes	Reverts all unsaved edits back to the last loaded state

Reordering Sections

To change the dashboard flow:

1. Open Dashboard Configuration
2. Drag a section card by its handle
3. Drop it where you want it to appear
4. Click Save Changes

This changes the order in which sections appear on the live dashboard.

Hiding or Showing Sections

Each section card has a Visible switch.

• Turn it off to keep the section in configuration but hide it from the dashboard.
• Turn it on to make the section eligible for rendering again.

Hidden sections keep their saved component order so they can be restored later without rebuilding the layout from scratch.

Reordering Components Within a Section

If a section is enabled, its widget list appears below the section header.

Examples:

• Financial Metrics may contain KPI cards, revenue trend, journal breakdown, and business unit performance.
• Deposits may contain KPI cards, deposit portfolio, deposit trend, and the summary table.
• Shares may contain KPI cards, share portfolio, member growth, and dividend summary.

To change the order:

1. Drag a component card within the section
2. Drop it in the new position
3. Save the changes

The live dashboard uses this saved component order when rendering the section.

Unsaved Changes

The configuration screen highlights unsaved edits at both page and section level.

• Dirty sections show an orange outline
• A section-level Unsaved changes chip appears on modified cards
• A Changed: hint tells you whether the pending edit affects the section flow, visibility, or components

Ignoring Changes

You can discard changes in two ways:

• Ignore Changes at the top of the page resets the entire dashboard editor
• Ignore changes on a section card resets only that section

Section reset restores:

• the section's saved position in the dashboard flow
• its saved visible/hidden state
• its saved component order

What Users See on the Live Dashboard

When users open the General Dashboard:

• sections render in the configured order
• components render in the configured order inside each section
• sections and components that the user lacks permission for do not appear
• if the dashboard configuration cannot be loaded, the app falls back to a safe default section flow

Recommended Operating Pattern

• Keep high-signal sections near the top of the flow
• Use section visibility to simplify role-specific dashboards
• Group related charts on the same row by keeping their component order aligned
• Save after each deliberate layout change so the live dashboard stays predictable for end users

Related Guides

• Configurations — system-level configuration values
• Navigation & Permissions — how access control affects visibility
• Shares & Equity — examples of share data shown on dashboard widgets
• Fixed Assets — examples of asset widgets shown on dashboards