/How-To
How-To 6 min read

How to Customise Your Dashboard in XIntelliSync

"The default dashboard shows you everything. Your dashboard should show you what matters."

The default dashboard shows you everything. Your dashboard should show you what matters. XIntelliSync's Business Overview is fully customisable — drag, drop, resize, and organise 119 widgets across sections.

Customising Your Dashboard

Enter Edit Mode from the Business Overview page:

  • Click "Edit" to enter customisation mode
  • Open the Widget Picker to browse 119 widgets by category
  • Drag widgets onto your dashboard and resize them
  • Organise widgets into named sections (e.g. "Finance", "Sales", "Operations")
  • Apply an industry template for a pre-configured starting layout
  • Save your layout — it persists across sessions

Industry Templates

XIntelliSync includes pre-built dashboard templates for common industries — construction, hospitality, retail, healthcare, professional services, and more. Templates provide a starting layout that you can customise further.

Common Questions

How many widgets are available?

119 widgets across 9 categories — financial metrics, operational KPIs, CRM pipeline, payroll summaries, inventory status, project progress, and more.

Can I share my dashboard layout?

Yes. Save your dashboard configuration and share it with team members. You can also export configurations.

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