My Board
My Board is your fully customizable personal dashboard. You choose which widgets to display, where to place them, and how to configure them. Each user has their own layout, saved automatically.
How It Works
My Board is composed of widgets: individual blocks that each display a specific metric, chart, or table. You can:
- Add widgets from a library of 30 options
- Move widgets by drag-and-drop
- Configure each widget individually
- Remove widgets you don't need
Your layout is saved automatically. When you return, everything is exactly as you left it.
Entering Edit Mode
To modify your board, click the Customize button at the top of the page. You enter edit mode where you can:
- Move a widget: click and hold on a widget, then drag it to the desired position
- Add a widget: the widget library appears in a side panel -- click a widget to add it
- Configure a widget: click the settings icon (gear) on a widget to adjust its parameters
- Remove a widget: click the X to delete it from your board
To exit edit mode, click Customize again or click outside the side panel.
Start with a Preset
If you don't know where to start, select one of the available presets (see below). You can always customize afterwards.
Role-Based Presets
Preconfigured layouts are available to give you a starting point adapted to your role:
| Preset | Optimized For | Included Widgets |
|---|---|---|
| CEO | Executives and owners | Global KPIs, P&L, funnel, Insight DURUM, trends |
| Media Buyer | Ad managers | Spend by campaign, CPA, ROAS, ad performance, waste |
| Sales | Reps and sales directors | Pipeline, bookings vs meetings, no-shows, revenue by rep |
Selecting a preset replaces your current layout. You can then add, remove, or reposition widgets as you see fit.
Widget Catalog
The 30 widgets are organized into 8 categories:
KPI
Individual cards displaying a single metric with a mini trend chart (sparkline).
| Widget | What It Displays |
|---|---|
| Revenue | Collected revenue with trend |
| Ad Spend | Total spend with trend |
| Profit | Net profit with trend |
| ROI | Return on investment with trend |
| CPA | Cost per acquisition with trend |
| Sales | Number of sales with trend |
Charts
Data visualizations over time.
| Widget | What It Displays |
|---|---|
| Revenue Trend | Revenue curve over the period |
| Daily Spend | Day-by-day spend |
| Spend by Campaign | Spend breakdown across campaigns |
| Sales Trend | Sales count evolution |
| Cash Flow | Cash flow (cumulative revenue - spend) |
Funnel
Conversion journey visualizations.
| Widget | What It Displays |
|---|---|
| Full Funnel | Pipeline Leads -> Applications -> Bookings -> Attended -> Sales |
| Funnel Stages | Each individual stage with its volume |
| Funnel by Source | Funnel broken down by acquisition source |
| Conversion Rate | Conversions between each funnel stage |
| Bottleneck Flow | Visual diagnostic of bottlenecks with color coding |
Tables
Detailed data in tabular format.
| Widget | What It Displays |
|---|---|
| Ad Performance | Table of all ads with metrics |
| Campaign Performance | Table of campaigns with spend, revenue, ROAS |
| Rep Performance | Table of reps with closing, revenue, average ticket |
| Client Ranking | Client comparison by volume and performance |
Sales
Sales team-specific metrics.
| Widget | What It Displays |
|---|---|
| Pipeline | Sales pipeline state (prospects in progress) |
| Bookings vs Meetings | Comparison of reservations and meetings held |
| No-show Heatmap | Heatmap of absences by day and time |
| Revenue by Product | Revenue breakdown by product |
| Revenue by Rep | Rep ranking by revenue generated |
Finance
Financial and profitability metrics.
| Widget | What It Displays |
|---|---|
| P&L Summary | Profit & Loss summary (revenue, costs, net profit) |
Health
Data reliability indicators.
| Widget | What It Displays |
|---|---|
| Health Score | Overall data quality score |
AI
AI-generated analyses and recommendations.
| Widget | What It Displays |
|---|---|
| Anomaly Detection | Flags unusual variations in your data |
| Smart Recommendations | Data-driven optimization suggestions |
| Weekly Insights | Highlights summary of the week |
Configuring a Widget
Each widget can be configured individually. Click the gear icon that appears in the widget corner in edit mode. Options vary by widget type, but may include:
- The displayed metric
- The reference period
- The number of visible items (for tables)
- The chart type
Keep It Simple
A good personal dashboard contains between 6 and 10 widgets. Too many widgets makes reading difficult. Focus on the metrics you check daily.
Auto-Save
Your layout is saved automatically after each modification. The save is linked to your user account: each team member can have their own layout without affecting others.
INFO
If you want to start fresh, select a preset to reset your board with a preconfigured layout.