> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theagencyengineer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customize dashboard layout

> Create dashboards, add widgets, drag-and-resize layouts, and share views with clients.

Each business can have **multiple saved dashboards**. One is marked **Default** and loads when you open **Operations → Dashboard**.

## Switch dashboards

1. Click the **dashboard name** in the top-left (grid icon + name).
2. In **Manage dashboards**, click a row to switch the active layout.
3. Use the star icon to **set as default** for that business.

## Edit layout

1. Click **Edit layout** on the dashboard toolbar (or the pencil icon on a row in Manage dashboards).
2. An **Editing layout** badge appears while you work.

In edit mode you can:

* **Drag** widgets by the move handle to reorder.
* **Resize** from the bottom-right corner of a widget.
* **Add widget** — opens the widget catalog (click or drag onto the grid).
* **Rename** the dashboard using the name field above the grid.
* Open a widget **⋮** menu for **Settings**, **Duplicate**, or **Remove**.

3. Click **Save** in the sticky footer, or press `Ctrl+S` / `⌘+S`.
4. **Cancel** prompts to discard unsaved changes.

<Warning>
  Leaving edit mode with **Escape** exits without saving. Use **Cancel** if you need a discard confirmation.
</Warning>

## Create a new dashboard

1. Open **Manage dashboards**.
2. Click **New dashboard** (requires `dashboard.create`).
3. You enter edit mode with an empty grid and the **Add widget** panel open.
4. Add widgets, then **Save**.

## Copy and share

From **Manage dashboards** (icon buttons per row):

| Action                 | Result                                                             |
| ---------------------- | ------------------------------------------------------------------ |
| **Duplicate**          | Copy within the same business                                      |
| **Copy to business**   | Clone layout to other businesses you can access                    |
| **Copy to all**        | Agency-wide clone (respects per-business dashboard limits)         |
| **Client** (user icon) | Toggle **visible to client** for the client-facing dashboard embed |

**Global** dashboards are templates — duplicate them into a business before editing.

## Mobile

Below \~768px width, the grid **stacks** widgets full-width for reading. Layout editing is intended for desktop; use a wider window to rearrange widgets.

## Back to the playbook

<Card title="Dashboard playbook" icon="chart-line" href="/product/dashboard">
  Metrics, funnel filter, drilldowns, and daily workflows.
</Card>