Customise your dashboard

Move, resize, add and remove the cards on your dashboard, and keep more than one dashboard. Your dashboard is the page of cards you open with Dashboard in the sidebar. Each card shows one thing, such as your tasks or a total from your records. A record is one entry in Mesy, such as one customer, one company or one deal.

On a computer, the dashboard sits below the Mesy AI chat on the same page. Clicking Dashboard in the sidebar scrolls you down to it.

Everyone in your workspace (your business’s own private area in Mesy) sees the same dashboards. Anyone can click Customize to change a dashboard. Only the dashboard’s owner, or an admin, can save those changes or delete it. The owner is the person who made the dashboard.

A new workspace starts with one dashboard, called Dashboard. This is your workspace’s main dashboard. Nobody owns it at first, so anyone can save changes to it. The first person who saves a change to it becomes its owner. So does the first person who clicks + to make another dashboard.

Move and resize cards

To start editing:

1. Open Dashboard in the sidebar.
2. Click Customize.
3. Hover over a card. A drag handle appears at its top left and a ⋯ button at its top right.

To move a card, drag it by the handle. Any card in its way moves down to make room. While you drag, Mesy outlines the cards that are about to move.

The ⋯ button moves cards too. Click it, then pick Move left, Move right, Move up a row or Move down a row. A choice is greyed out when the card can’t move that way.

To resize a card, drag its right edge to change the width. Drag its bottom edge to change the height. Drag the bottom-right corner to change both at once.

The ⋯ menu also sets the size. Under Width, pick ¼, ½, ¾ or Full. The minus and plus buttons make it a little narrower or wider. Under Height, Auto fits the card to what’s in it, and the plus button makes it taller.

A card can only grow wider into empty space. It stops at the next card on its row, so move or narrow that card first. Full and the plus button stop there too.

To take a card off the dashboard, click ⋯, then Remove from dashboard.

On a phone, cards sit in a single column and dragging doesn’t work. Use the ⋯ menu instead. Width changes only show on a computer. Move left and Move right swap the card with the one beside it, so on a phone the card moves up or down the column.

Add a card

Some buttons call a card a widget, such as Add widget. To add a card:

1. Click Customize.
2. Click Add widget. The Add a widget window opens.
3. Pick a card from the list.
4. Fill in the settings the card asks for. The preview updates as you type.
5. Under Size, pick ¼, ½, ¾ or Full.
6. Click Add to dashboard. The card appears at the bottom of the dashboard.
7. Move the card where you want it.
8. Click Save. The new card now shows on your dashboard.

If you pick Chart / KPI, there’s no Size picker. Click Save as report instead of Add to dashboard. The chart goes on this dashboard only, not on the Reports page.

To put a chart from Mesy AI on a dashboard, click Pin to dashboard under the chart. Then pick a dashboard from the list. Mesy adds the chart at the bottom of that dashboard and saves it straight away.

The list only shows dashboards someone has saved. If it says “No dashboards yet. Create one on the Dashboard page first.”, save the main dashboard once (click Customize, then Save) and pin again.

Only the dashboard’s owner, or an admin, can pin to it. To make charts in Mesy AI, see Show data and briefs beside the chat.

Choose which card to add

The list in Add a widget has three groups: Cards, Numbers & charts and Lists.

Cards

Cards holds the seven cards every new dashboard starts with: Getting Started, Key Metrics, Pipeline Overview, AI Activity, Tasks & Follow-ups, Deals Needing Attention and AI Insights.

On the dashboard, Getting Started shows as a checklist called Get started. Deals Needing Attention uses your business’s own word for deals. For the checklist, see Set up your workspace.

It also holds two more cards:

• Upcoming lists, in date order, your calendar events for the next two weeks and your open tasks that have a due date, including overdue ones. It shows up to seven items.
• Calendar shows a small month view. It marks the days that have events or tasks due. Click a day to see them.

A card that’s already on the dashboard shows Added, and you can’t add it again.

Numbers & charts

Number shows one total. Type a Name. Pick a Source, which is the kind of record to add up. Then pick a Measure: Count of records, Sum or Average. A sum or average also needs a Measure field, such as a deal’s value. Format shows the result as a plain Number or as Currency.

Leaderboard uses the same Source and Measure. It ranks the five people on your team with the highest totals from the records they own.

Goal compares a total with a number you type in Target. It uses the same Source and Measure. Pick a Meter style: Dial gauge, Traffic-light gauge or Target bar.

Chart / KPI opens the report builder inside the window, so you can make a chart or a single number. See Build a report.

Three trend charts follow: Open pipeline value over time, Open deal count over time and Win rate over time. They appear only when your workspace keeps deals, whatever your business calls them.

Lists

Record list shows a table of one kind of record, such as your contacts. Pick which kind under Object type.

Recent records shows the eight newest records of one kind.

Saved view shows a records list you filtered and saved, such as your open deals. To save one, see Filter, sort, save views and export.

Change a card’s settings

You can change the settings of a Number, Leaderboard, Goal, Chart / KPI or list card. The other cards have none. To change what a card shows:

1. Click Customize.
2. Click the card’s ⋯ button.
3. Click Edit. The Edit widget window opens.
4. Change the settings.
5. Click Save changes.
6. Click Save. The card shows your changes.

A Number card opens in the report builder when you edit it. The Edit widget window has no Size picker, so resize the card on the dashboard instead.

Save or undo your changes

Click Save to keep your changes and close the editor. Until you do, Mesy keeps nothing.

Cancel closes the editor and drops everything you changed. It doesn’t ask first.

Revert keeps the editor open and puts the dashboard back the way it was when you clicked Customize. Mesy asks “Revert to the last saved layout?” first. Click Revert to confirm.

Show only your own records

When the dashboard has a Leaderboard or a list card, All and Mine appear next to Customize. Click Mine to show only records you own in those cards. Other cards don’t change. The dashboard goes back to All each time you open it.

Keep more than one dashboard

Your dashboards’ names sit side by side at the top of the page. Click a name to switch to that dashboard. Mesy opens the same one next time, on any device.

To make a new dashboard:

1. Click the + next to the dashboard names. Mesy makes a dashboard called “New dashboard” and opens it for editing.
2. Type your own name over “New dashboard”.
3. Add or move the cards you want.
4. Click Save. Mesy shows your new dashboard.

A new dashboard starts with the seven cards listed under Cards. If you click Cancel, the dashboard stays, named “New dashboard”. Delete it if you don’t want it.

Delete a dashboard

To delete a dashboard:

1. Click its name to switch to it.
2. Click Customize.
3. Click Delete.
4. Click Delete again to confirm. Mesy removes the dashboard for everyone in the workspace. You go back to the main dashboard.

If you delete the last dashboard, Mesy goes back to the seven starting cards.

If something doesn’t work

• Save does nothing and the editor stays open. Someone else owns this dashboard, or someone has already saved the main dashboard and now owns it. Ask them or an admin to make the change, or click + to make your own.
• Deleting shows “You can only delete your own dashboards”. Only the dashboard’s owner, or an admin, can delete it.
• Delete is missing. You can’t delete the main dashboard until someone saves a change to it or adds a second dashboard.
• A card in the editor shows “Nothing to preview yet”. The card has nothing to draw here. A finished or dismissed Get started checklist always shows this. Remove the card if you don’t need it.