Customising the Dashboard
Your dashboard is the first thing you see when you log in, so it makes sense to tailor it to the information that matters most to you. EventWorks lets you create multiple dashboards, add and configure widgets, rearrange the layout, and share dashboards with colleagues.
Getting There
Your dashboard loads automatically when you sign in. If you're elsewhere in EventWorks, click Dashboard in the main sidebar navigation to return to it.
To start customising, click the Actions button in the top-right corner of the dashboard and select Edit. This puts the dashboard into edit mode, where you can add, move, and configure widgets.
Overview
A dashboard is made up of widgets — individual panels that each display a specific piece of information such as an event count, a sales chart, or a task list. The dashboard layout is divided into several zones arranged in rows and columns, giving you flexibility over where each widget appears.
In edit mode you can:
- Add new widgets to any zone
- Edit a widget's name and filters
- Duplicate a widget to quickly create a similar one
- Delete widgets you no longer need
- Drag and drop widgets to rearrange them within or across zones
When you're finished, click Actions > Finish editing to return to the normal view.
Available Widgets
EventWorks provides a wide range of widgets. They fall into several categories:
Counts and Values
| Widget | What It Shows |
|---|---|
| Event Count | Total number of events matching your chosen statuses and date range. Click the number to jump to the matching event list. |
| Event Value | Total monetary value of matching events. You can choose which financial measure to show (profit, revenue, sales) and optionally apply a multiplier. |
| Average Event Value | Average value per event for the selected criteria. |
| Average Profit Margin | Average profit margin across matching events, shown as a percentage. |
| Conversion Rate | Percentage of enquiries that converted to confirmed (contracted) events. |
| Event Venue Count | Number of event venues matching your filters. |
| Event Venue Value | Total value across event venues. |
| Average Event Venue Value | Average value per event venue. |
| Occupancy | Number and percentage of occupied dates for a given period. Useful for tracking venue utilisation. |
| Date Difference | Average number of days between two event dates (e.g. enquiry date to event date), useful for tracking lead times. |
Charts and Breakdowns
| Widget | What It Shows |
|---|---|
| Events per Month | Bar or line chart of event counts month by month. Supports a comparison period overlay. |
| Event Values per Month | Bar or line chart of total revenue or profit per month, with optional monthly targets and last-year comparison. Includes a progress bar towards your annual target. |
| Monthly Sales by User | Revenue or profit per month broken down by salesperson, shown as a table. |
| Monthly Sales by Team | Revenue or profit per month broken down by team, shown as a table. |
| Reporting Periods Chart | Event count or value per custom reporting period, with optional targets and comparisons. |
| Reporting Periods Sales by User | Revenue or profit per reporting period per user. |
| Events by Status | Pie chart, bar chart, or table of events grouped by status. |
| Events by Source | Pie chart, bar chart, or table of events grouped by lead source. |
| Events by Medium | Events grouped by marketing medium. |
| Events by Type | Events grouped by event type. |
| Events by Category | Events grouped by category tag. |
| Events by Tag | Events grouped by tag. |
| Events by Client Account | Events grouped by client account. |
| Events by Client Industry Type | Events grouped by the client's industry. Optionally grouped by parent industry types. |
| Events by Event Industry Type | Events grouped by the event's industry. |
| Events by Agency Account | Compares agency events against non-agency events. |
| Events by Lost Reason | Events grouped by lost reason — helpful for identifying why enquiries don't convert. |
| Accounts by Client Industry Type | Accounts grouped by industry type. |
Lists
| Widget | What It Shows |
|---|---|
| Event List | A table of events matching your filters, with direct links to each event. Can optionally show salesperson, event manager, and venue columns. |
| Event Venue List | A table of event venues showing name, date, status, and value. |
| Date List | A list of key dates for upcoming events. |
| Invoice List | A table of invoices matching your filters, with separate date filters for invoice date, due date, and paid date. |
| Tasks | A list of tasks showing title, assignee, due date, and completion status. |
Other
| Widget | What It Shows |
|---|---|
| Text | A free-text widget where you can add notes, announcements, or reminders using a rich-text editor. |
Adding a Widget
- Click Actions > Edit to enter edit mode.
- You'll see small + buttons in each zone of the dashboard layout.
- Click the + button in the zone where you'd like the widget to appear.
- In the Add widget dialog, select the widget type from the dropdown list.
- Click Add widget.
The widget is added to your dashboard immediately. You can then configure it by editing its settings (see below).
Editing a Widget
Each widget can be customised with its own name and filters so it shows exactly the data you need.
- In edit mode, find the widget you want to change.
- Click the small dropdown arrow on the widget's heading bar.
- Select Edit.
- In the Edit widget dialog:
- Click Save changes.
Tip: Give each widget a descriptive name that includes the date range or status filter — for example, "Confirmed Revenue Q1 2026". This makes it easy to tell widgets apart at a glance.
Duplicating a Widget
If you want a second widget with similar settings, you don't need to start from scratch.
- In edit mode, click the dropdown arrow on the widget you'd like to copy.
- Select Duplicate.
A copy of the widget is added to the same zone. You can then edit its name and filters to adjust it.
Removing a Widget
- In edit mode, click the dropdown arrow on the widget.
- Select Delete.
- Confirm by clicking Delete widget in the dialog.
Warning: Deleting a widget is permanent and cannot be undone. If you might want the widget back later, consider moving it to a less prominent zone rather than deleting it.
Rearranging Your Dashboard
In edit mode, you can drag and drop widgets to reorder them or move them between zones.
- Hover over the widget you want to move.
- Click and hold the arrows icon (the drag handle) on the right side of the widget's heading bar.
- Drag the widget to its new position — either within the same zone or into a different zone.
- Release to drop it in place.
The dashboard layout is split into four rows:
- Top row — four quarter-width zones, ideal for summary metrics like counts and values
- Second row — two half-width zones, suited to charts and wider tables
- Third row — one full-width zone, great for large charts or lists
- Bottom row — four quarter-width zones for additional metrics
You can place any widget in any zone, and multiple widgets can be stacked within a single zone. Larger widgets such as charts and tables tend to look best in the wider zones.
Tip: Your changes are saved automatically as you drag, so there's no need to click a separate save button after rearranging.
Creating Multiple Dashboards
You're not limited to a single dashboard. You might want one for sales performance and another focused on operations or upcoming tasks.
Creating a New Dashboard
- Click Actions > Create dashboard.
- A new blank dashboard is created and opens in edit mode.
- Add widgets as described above.
Renaming a Dashboard
- Click Actions > Rename.
- Enter the new name and click Rename dashboard.
Switching Between Dashboards
- Click Actions > Switch dashboards.
- A list of all available dashboards appears, including dashboards shared with you by other users and the system default.
- Click View to open a dashboard, or Edit to jump straight into edit mode.
Setting a Default Dashboard
You can choose which dashboard loads automatically when you sign in.
- For yourself — Click Actions > Make default for me on the dashboard you want to see first.
- For all users (requires the "set default dashboard" permission) — Click Actions > Make default for all users to set the organisation-wide default.
Note: A personal default overrides the organisation default. If you've set a personal default, that dashboard will load even if an administrator has set a different organisation-wide default.
Duplicating a Dashboard
To create a copy of an existing dashboard — for example, to use it as a starting point for a different team member:
- Open the dashboard you want to copy.
- Click Actions > Duplicate.
A copy is created (including all of its widgets and their configurations) and opens in edit mode, ready for you to adjust.
Deleting a Dashboard
- Click Actions > Delete.
- Confirm by clicking Delete dashboard.
Warning: Deleting a dashboard removes it permanently, including all of its widgets. This cannot be undone.
Sharing Dashboards
You can share a dashboard so other users can view it without having to build their own.
- In edit mode, click Actions > Share (or Edit sharing if the dashboard is already shared).
- Choose how to share:
- Click Share dashboard.
Shared dashboards appear in the Switch dashboards list for the users they're shared with.
Note: Only the dashboard owner can edit or share it. Other users who have been given access can view the dashboard and set it as their personal default, but they can't modify it.
Downloading a Dashboard
You can export your dashboard as a PDF — useful for sharing in meetings or with stakeholders who don't have EventWorks access.
- Click Actions > Download.
- A PDF of the current dashboard is generated and downloaded to your computer.
The PDF includes all visible widgets with their current data.
Setting Financial Targets
Financial targets let you set monthly revenue goals that appear on chart widgets such as the Event Values per Month and Reporting Periods Chart. There are two ways to manage targets:
Centralised Targets (Global)
Centralised targets are set once and can be used across multiple widgets.
- Navigate to Settings > Other > Centralised Widget Targets.
- Click Add Targets.
- Select a start month — targets will be generated for a 12-month period from that month.
- Enter a revenue target amount for each month.
- Click Save.
To update existing targets:
- Go to Settings > Other > Centralised Widget Targets.
- Adjust the amounts in the table.
- Click Save changes.
Per-Widget Targets
Individual widgets can also have their own targets set directly in the widget configuration. When editing an Event Values per Month widget, you'll see fields for each month's target amount.
To use centralised targets instead, tick the Use Centralised Target checkbox in the widget configuration. The widget will then pull targets from the global settings rather than its own fields.
Once set, targets appear as a reference line on your chart widgets and a progress bar showing how actual performance compares to the goal.
Tip: Set realistic targets based on historical data and review them quarterly. Widgets that compare actual performance against targets are most useful when the targets reflect genuine business goals.
Tips & Best Practices
Tip: Start with a small number of widgets focused on your key metrics. You can always add more later. A cluttered dashboard is harder to read than a focused one.
Tip: Use the duplicate feature to create variations of a widget quickly — for example, one showing confirmed events and another showing provisional events.
Tip: Place your most important metrics in the top row where they're immediately visible, and put detailed lists and charts in the wider zones below.
Tip: If your organisation has multiple teams, create separate dashboards for each team with widgets filtered to their data, then share each dashboard with the relevant team.
Tip: Use the Text widget to pin important notes or reminders to the top of a shared dashboard — for instance, a reminder about an upcoming reporting deadline or a link to a shared document.
Tip: Enable the Only display my events option on widgets to create a personal performance dashboard that always shows your own data, regardless of who's logged in.
Tip: Use the Compare to feature on count and value widgets to show a percentage change from a previous period. This makes it easy to spot trends at a glance.
Frequently Asked Questions
Q: I don't see any dashboards. Where do I start?If no custom dashboards have been set up yet, you'll see the default dashboard with built-in panels. To create your first custom dashboard, click Actions > Create dashboard and start adding widgets.
Q: Can I edit a dashboard that someone shared with me?No. Only the dashboard owner can edit, rename, share, or delete it. If you want a version you can customise, click Actions > Duplicate to create your own copy.
Q: My dashboard is blank — the widgets show loading spinners but nothing appears.Widgets load their data in the background. If they stay stuck on loading, try refreshing the page. If the issue persists, check that the widget's filter settings (dates, statuses, teams) match data that actually exists in your system.
Q: How do I set a different dashboard for each team?Create a dashboard for each team, configure the widgets with the relevant team filter, then share each dashboard with the corresponding team. Team members can set it as their personal default.
Q: Where do I set the financial targets that appear on chart widgets?Go to Settings > Other > Centralised Widget Targets to set global targets. Alternatively, individual targets can be set per widget in the widget's configuration.