Dashboard Presets #
Dashboard presets are predefined widget configurations optimized for different roles and workflows. Loading a preset replaces your current widget arrangement.
Available Presets #
Revenue Focus #
Best for founders and finance roles who need to track recurring revenue health.
Widgets included: MRR, ARR, Revenue, Churn, Renewal, LTV
Customer Focus #
Best for customer success and support teams focused on customer health.
Widgets included: Retention, Churn, LTV, Activity, Goals
Operations Focus #
Best for operations teams managing license delivery and download infrastructure.
Widgets included: Licenses, Renewal, Downloads, Anomalies, Activity
Loading a Preset #
- Click the Preset dropdown in the dashboard toolbar
- Select a preset name
- Click Load
Your current layout is replaced by the preset. You can customize it further after loading.
After Loading a Preset #
The preset gives you a starting point. You can add, remove, and rearrange widgets after loading without affecting the preset definition.