My Board
In the application, this tab is labelled My Dashboard (dashboard_bi permission). It is your personal board. You choose the widgets, their place, their size and their configuration. The layout belongs to your user account and to the selected client.
How it works
My Dashboard is made of widgets: blocks that each show a figure, a chart, a table or a diagnosis. You can:
- add widgets from a library of 36 widgets;
- move and resize each widget on a 12-column grid;
- configure the widgets that have options;
- remove those you do not need;
- start from a template suited to your role.
Saving is explicit
Your changes are only stored when you click Save. If you leave the page with unsaved changes, they are kept as a draft in your browser and restored when you come back, with the notice "Unsaved changes restored".
Edit mode
Click Customize to enter edit mode. The toolbar then offers:
| Button | Action |
|---|---|
+ Add | Opens the widget library (side panel) |
Templates | Opens the template picker |
Cancel | Drops the changes and restores the saved board |
Save | Saves the board and leaves edit mode |
On each widget, in edit mode:
- the
⠿handle lets you move the widget by drag and drop; - the gear icon (Configure) opens its options, if any;
- the
✕(Remove) takes it off the board; - the corner handle lets you resize, within each widget's own limits.
On mobile, widgets stack and are reordered with Move Up and Move Down.
Widget library
The Add a Widget panel offers a search field and seven category tabs:
| Category | Content | Count |
|---|---|---|
Popular | A selection of the most useful widgets | 8 |
Metrics | A key figure, with or without trend and comparison | 3 |
Charts | Lines, bars, funnels, maps | 12 |
Tables | Sortable, exportable tables | 6 |
Diagnostics | Alerts, weekly insight, funnel diagnostic, anomalies, recommendations | 5 |
Advanced | Health score, data freshness, conversion rates, custom metric | 4 |
DURUM Intelligence | The proprietary scores (business pulse, growth, churn, vital signs, history) | 5 |
Clicking a widget adds it to the board in the first free spot. Search covers the whole catalogue, including the Swipe Intelligence widget, which belongs to no category. The Client Ranking widget is reserved for the DURUM team and does not appear for a client account.
Each widget (name, content, options) is detailed in the Widget Catalog.
Templates
The Templates button opens the Choose a Template window. Three templates exist, one per family of roles (agency team, client account, rep), each with its widget count. The Empty Board option lets you start from scratch.
Applying a template fully replaces your board: a confirmation is requested, and Cancel restores your board as long as you have not saved.
When your board is empty (first access), the template matching your role is offered by default, with the Customize my board and Start from a template buttons.
Configuring a widget
Only some widgets have options. The Configuration window offers, depending on the widget:
| Widget | Options |
|---|---|
Key Figure | Data Source (Overview, Sales or Finance), Metric to Display, Custom Title, Display Format (amount, abbreviated amount, %, ratio x, number), Color |
Key Figure + Trend | Source (Overview or Sales), metric, title, Curve Color |
Key Figure + Comparison | Source (Overview, Sales or Finance), metric, title |
Spend vs Revenue | Data Displayed: ad spend vs collected revenue, or number of sales per day |
Custom Metric | Widget Title, Formula (for example revenue / adSpend), format, color |
Metric History | Metric to Track among the nine proprietary scores |
Swipe Intelligence | Number of Insights: 3, 5 or 8 |
For the other widgets, the window says "No configurable options for this widget". Colors come from a bounded palette (signal, good, warning, bad, neutral), to keep the visual consistency.
Metrics available per source
| Source | Metrics |
|---|---|
Overview | Ad Spend, Revenue Collected, Total Sales, ROAS, Cash ROI, Sold ROI, Cost per Acquisition, Cost per Lead, Cost per Application, Cost per Booking, No-Show Rate, Close Rate, Leads, Applications, Bookings, Meetings, Shows |
Sales | Bookings, Meetings, Shows, No-Shows, Show Rate, No-Show Rate, Close Rate, Closed Revenue, Avg. Ticket |
Finance | Ad Spend, Sold Revenue, Revenue Collected, Collection Rate, Client Profit, Margin, Total Commission, Avg. Ticket |
Keep it simple
A good board holds 6 to 10 widgets. Focus on the figures you check every day.
Period and filters
Widgets follow the period, comparison and filters of the top bar. Switching client loads the board saved for that client.