Dashboard

Your personal home screen: a live, resizable grid of widgets built from your own documents.

Overview

The dashboard is the screen every user lands on after signing in. It reads the same underlying documents every other screen in Cloudby uses, so a figure shown here is never a separate export or a stale sync, it is live. What sets it apart from a fixed report is that nothing about it is fixed: you choose which widgets appear, how big each one is, and where it sits, and Cloudby remembers that choice for you specifically.

Sheets: one dashboard, many views

The dashboard is not a single layout, it is a set of sheets. A system sheet is provided automatically for each module you have enabled, already populated with a sensible default set of widgets for that area. A personal sheet is one you build yourself from a blank layout or by duplicating an existing one, and you can have as many as you like: one for a daily check-in, another for month-end, another just for a single project. A division sheet works the same way but is shared across a division rather than owned by one person.

Editing a system sheet never changes the shared template for everyone else. The moment you touch it, your edit quietly forks into a personal copy, so your changes are yours alone and a colleague relying on the original template is never affected.

Widgets

The widget catalogue spans nearly every module in Cloudby, Sales, Purchase, Finance, Inventory, Payroll, Fixed Assets, Service, HR, Project, Production, Retail and Workplace among them, with close to a hundred widgets to choose from. Each widget renders as a headline figure, a chart, a list or a table, and each is gated to what you actually have access to: the add-widget picker only ever offers what your module permissions allow, and a widget already on your sheet does not appear twice in the picker.

Some widgets are also flagged for attention when something needs a look, an unusually high count of unassigned tickets or overdue items, for example, so the ones that matter stand out rather than blending into the rest of the grid.

Personalization, shape and responsiveness

In Edit mode, every widget can be dragged to a new position and resized to whatever shape suits it, a wide chart, a compact tile, a tall list, within sensible minimum and maximum bounds for that widget. None of this is organization-wide: the layout is personal, so your arrangement is entirely your own and a colleague signing in sees theirs. The grid is also fully responsive, reflowing cleanly across a wide desktop monitor, a tablet or a phone, so a layout built on one screen still makes sense on another.