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Add a Customizable or Modular Dashboard #5294

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LumosViridi opened this issue May 5, 2024 · 0 comments

LumosViridi commented May 5, 2024

Scope & Context

When logged in, create a 'home' page that consists of widgets you can move around and customize. Some data fields that would be nice to have:

current opportunities or leads,
expected revenue,
last months revenue
tasks or activities that are due today
anything with a date field within a specified time-frame(we have customer anniversaries stored and it would be nice to know a few days before so I can send an email with a promo).

Example:
Garmin Dashboard

Piperive Insights, I would love to see more than just financial data though

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