Dashboard Overview

The dashboard is the first thing you see when you log into EventWorks. It gives you an at-a-glance view of your business through customisable widgets — charts, counters, lists, and more — so you can quickly check key metrics without digging through menus.

Getting There

Your dashboard loads automatically when you log in or click the EventWorks logo in the top-left corner of any page. You can also click Dashboard in the main sidebar navigation.

Overview

Your dashboard is made up of widgets arranged in a grid layout. Each widget displays a specific piece of information — anything from the total value of your confirmed events to a list of upcoming tasks. The layout is divided into zones of varying widths (quarter, half, and full-width), so you can arrange your most important information exactly where you want it.

When you first arrive at the dashboard, EventWorks shows your personal default dashboard. If you haven't set one, it falls back to the system default (if your administrator has configured one), and then to the first dashboard you own. If no dashboards exist yet, you'll see a prompt to create your first one.

What's on Your Dashboard

Depending on how your dashboard has been set up, you might see a mix of:

Metric widgets — Large numbers showing key values like event count, total revenue, or conversion rate, often with a comparison to a previous period
Charts — Line or bar charts showing trends over time, such as monthly event values or sales by reporting period
Lists — Tables of events, invoices, dates, or tasks matching specific filters
Breakdowns — Pie charts, bar charts, or tables that split data by status, type, source, tag, or other categories
Text blocks — Custom messages or notes your team has added
Task lists — Your assigned tasks filtered by status, type, or priority

Each widget loads independently, so your dashboard appears quickly even if some widgets need a moment to calculate their data.

Switching Between Dashboards

You can have multiple dashboards and switch between them at any time.

Click the dashboard name or the Switch button at the top of the page.
A list of all dashboards available to you appears — this includes dashboards you own, dashboards shared with you, and any system default.
Click the name of the dashboard you want to view.

Setting a Default Dashboard

You can choose which dashboard appears when you log in:

Make default for me — Sets the selected dashboard as your personal default. Click the dropdown menu on the dashboard and choose Make default for me. This only affects your account.
Make default for all users — If you have the appropriate permissions, you can set a dashboard as the system-wide default. This is used for any user who hasn't chosen their own personal default.

Note: Your personal default always takes priority over the system-wide default.

Dashboard Actions

Click the actions dropdown (usually a gear or cog icon) on your dashboard to access:

Edit — Enter edit mode to add, remove, or rearrange widgets
Rename — Change the dashboard's name
Share — Share this dashboard with specific users, teams, or everyone
Duplicate — Create a copy of the entire dashboard, including all its widgets
Download as PDF — Export a snapshot of the dashboard for sharing outside EventWorks
Make default for me — Set this as the dashboard you see when you log in
Make default for all users — Set this as the system default (requires permission)
Delete — Permanently remove the dashboard

Warning: Deleting a dashboard removes it along with all its widgets. This cannot be undone.

First-Time Setup

If you're logging in for the first time and no dashboards have been created yet, you'll see a message:

"It looks like you haven't set up a dashboard yet. Would you like to create one?"

Click Create dashboard to get started. This creates a blank dashboard in edit mode, ready for you to add widgets. See Building Your Own Dashboard for a step-by-step guide.

Tips & Best Practices

Tip: If you find yourself checking the same metrics every morning, set up a dedicated dashboard with just those widgets and make it your personal default.

Tip: Use the Download as PDF option to share a snapshot of your dashboard with colleagues who don't have EventWorks access.

Frequently Asked Questions

Q: I can see a dashboard but can't edit it — why?

You can only edit dashboards you own. If the dashboard was shared with you by someone else, you'll be able to view it but not make changes. You can Duplicate it to create your own editable copy.

Q: Can I have more than one dashboard?

Yes. You can create as many dashboards as you like and switch between them at any time. Only one can be your default.

Q: What happens if my default dashboard is deleted?

EventWorks will fall back to the system default dashboard. If there isn't one, it will show the first dashboard you own, or the "create a dashboard" prompt.

Q: Why do some widgets show a spinner when I scroll down?

Widgets load their data on demand as you scroll to them. This keeps the dashboard fast, especially if you have many widgets. The spinner disappears once the data has loaded.