Customize your home page: tiles, metrics and role home pages
After reading this you'll know how to build your own home page from tiles and metrics, what exactly each metric counts, and how the owner sets a home page for each role.
Your home page shows what matters right now when you sign in. You can put it together yourself: reorder tiles, choose their size, remove tiles and add real metrics such as revenue, open invoices or guests. As the owner, you can also decide what the home page looks like for each role.
As long as you don't customize anything, your home page stays exactly as you know it.
Customize your home page
- Open the home page. In the top right there are two buttons: Customize for arranging the tiles and Options for the previous on/off switches.
- Click Customize.
- Drag a tile by its handle (⋮⋮) to the position you want.
- Choose Small, Medium or Wide for each tile.
- Remove a tile with the X.
- Use Add tile to pick new tiles from the catalog.
- Click Done to save. Cancel discards all changes.
Under Options you switch individual blocks on and off as before (Visible blocks), count only your own tasks (Count only my tasks) and bring back dismissed items.
On a phone, all tiles are stacked in one column, in the same order as on a computer.
Your layout applies only to you and only in this workspace. Your colleagues see their own home page.
Metric tiles
Metric tiles show a figure for a period and the comparison with the period before. You choose the period per tile: This month, Last month, Quarter, Year or Last 12 months. You can add the same metric twice, for example revenue for this month and for the year.
| Metric | What it counts |
|---|---|
| Revenue (net) | Net revenue from invoices and credit notes by document date. This is the same figure as in the financial report for the same period. |
| Open invoices (gross) | Amount and number of invoices that were still unpaid at the end of the period. For a running period, this is today's status. |
| Overdue invoices (gross) | Of those, the invoices whose due date had already passed at that point. |
| Order intake (net) | Quotes accepted in the period. |
| Quote acceptance rate | Share of accepted quotes among all decided quotes (accepted, declined or expired) issued in the period. |
| Events | Events starting in the period. Cancelled events don't count. |
| Total guests | Guest count of those events. |
| Avg. days to payment | Average days from invoice date to payment, for invoices paid in the period. |
Every amount shows net or gross. Clicking a tile opens the matching report for the same period, for example the financial report.
The existing Revenue card for the current month stays unchanged. It still counts paid invoices in the current month gross and can therefore differ from the Revenue (net) metric.
Who sees which tiles
- Tiles with amounts only appear for people allowed to view Finance. Without that permission they don't appear in the catalog or on the home page, not even through a role home page.
- Reordering, resizing and removing the existing tiles works on every plan.
- Metric tiles are available from the Core plan. On smaller plans you see them in the catalog with a lock; a metric tile you already saved shows a notice instead of the figure after a downgrade.
- Role home pages are available from the Growth plan.
Set a home page for a role
As the owner, you decide what the home page looks like for the members of a role. That way accounting sees open invoices right away and the kitchen sees the next events.
- Open Settings → Roles.
- Click Home page in the role's row.
- Arrange the tiles as described above and click Done.
All members of this role who haven't customized their own home page see it from now on. New members see it the first time they sign in. Anyone who isn't allowed to see a tile with financial figures doesn't get it, and no gap is left behind.
The role home page is a suggestion: every member can still customize their own. Use Remove default in the same dialog to delete it again.
Back to the role home page
If you have customized your home page yourself, the customize mode shows the button Reset to role default. Afterwards you see your role's home page again, or the standard home page if there is none.
FAQ
Why does the Revenue metric show a different figure than the monthly Revenue card? The monthly card counts paid invoices gross by payment date. The Revenue metric counts all issued invoices net by document date, just like the financial report.
Does a removed tile still load in the background? No. Only the tiles on your home page are loaded. If a tile fails to load, only that tile shows a notice; all others are displayed as usual.
Can I ask the AI assistant for these figures too? Yes. The assistant uses the same metrics as the tiles and can also arrange your home page for you.