Customizing your dashboard
Personalize your Gradeworks dashboard with the widgets and layout that match your role — surface the metrics you check daily and hide what you don't need.
The dashboard is your command center, but not everyone needs the same view. An estimator cares about bid pipeline and win rates. A dispatcher cares about today's assignments and crew availability. Customization lets you build the dashboard that answers your daily questions at a glance.
Available widgets
- Active Bids — count and total value of bids in each status
- Today's Dispatch — crews dispatched, assignments pending, clock-in status
- Project Timeline — upcoming milestones and approaching deadlines
- Crew Utilization — this week's crew loading percentage
- Recent Activity — latest bid changes, dispatch updates, and sign-offs
- Revenue Forecast — projected revenue from awarded bids and active projects
Customizing layout
- Click the Customize button in the top-right corner of the dashboard
- Drag widgets to reorder them — the first two occupy the top row and get the most visual space
- Toggle widgets on or off using the checkboxes in the widget panel
- Click Save Layout when you're satisfied
Your layout is saved per user — it doesn't affect what other team members see. Each person can configure their own dashboard to match their role and preferences.
Role-based defaults
New users start with a role-appropriate dashboard layout. Admins see all widgets. Estimators see the bid pipeline and recent activity. Dispatchers see today's dispatch and crew utilization. These defaults are a starting point — every user can customize from there.
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