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Dashboard Customization

There are several ways the Insights Dashboard can be styled and customized to show metrics and ratios for each company.

Insights Dashboard

Example insights dashboard showing financial metrics and widgets

Dashboards can be customized via the dashboard-primary.json5 (Lender) and dashboard-customer.json5 (Lender) files located in /private/dashboard/, which can be accessed via WebDAV.

By default there are four regions on the page than can be customized in the configuration files:

Profile: Customer’s information from the profile form.

Metrics: Custom or default metrics. Please visit Metrics API for a more in-depth view of this including a tutorial on how to create your own custom metrics.

Tabs: What tabs should be displayed in the dashboard.

Widgets: Select the widgets and custom charts to be displayed in each tab and where they should be positioned (by order) and column (left or right). You may view our Widget Catalog .

Check out the example on GitHub to see a range of possibilities, or start with a minimal template using

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