How do I customise my commerce dashboard cards?

You will have set up the commerce dashboard with the numbers you watch.

Before you start

You need the commerce dashboard permission. Each card reads from Invoices or Estimates, so those must be available on your plan.

Steps

1. Open Commerce → Dashboard.
2. In the KPI cards row, use the add control and choose a card. The default four are total revenue, outstanding, total invoices and total estimates; invoice KPIs are offered too.
3. Remove a card you do not use with its remove control.
4. Reorder cards by moving them.

What you will see

Your choice is saved for you; other people's dashboards do not change. Each card links to the page it reports on.

If something goes wrong

• The charts below the cards are fixed and cannot be customised.
• Cards count the install currency only, so they can differ from the Funnel and Revenue pages, which add all currencies.
• After a change elsewhere the numbers can take about a minute and a half to update.