How to Customize Your Dashboard?

admin•September 12, 2026•1 min read

Your Franstorm dashboard is designed to give you a clear, real-time snapshot of leads, appointments, and campaign performance. You can customize it to surface the metrics that matter most to your role, which becomes increasingly valuable as your lead volume grows and raw activity data becomes harder to scan at a glance.

Customization options include:

Choosing which reports and widgets appear on your home screen
Setting default views for leads, pipeline, or campaigns
Adjusting reporting timeframes (daily, weekly, monthly)
Personalizing notification and alert preferences
Pinning frequently used filters or saved lead segments

A well-organized dashboard means less time digging for information and more time acting on the leads and appointments Franstorm AI delivers. Sales-focused users typically prioritize appointment and pipeline widgets, while managers often prefer team activity and conversion-rate summaries front and center.