Quick Answer
What is a Default Dashboard?
A Default Dashboard is the first dashboard users see when they log in. An administrator or full-access user can set the default so everyone begins with the same reporting view, priorities, and key metrics.
Making Sure Your Team Sees the Right Data First
You may have several dashboards available, but without a clear starting point different users may begin their day looking at different information.
A Default Dashboard gives the account a shared starting view by loading the same dashboard first when users log in.
This can help standardize the KPIs your team sees, reinforce common priorities, and reduce confusion when several dashboards exist.
Without a shared starting view, reporting can become inconsistent and users may spend extra time finding the dashboard they are expected to use.
Use the default for the metrics everyone should see
A Default Dashboard works well for account-wide KPIs such as pipeline activity, appointments, conversations, opt-ins, or other metrics your team needs to see regularly.
Default Dashboards at a Glance
Before You Begin
Choose a dashboard that makes sense as the common starting point for the entire account.
- Confirm that the dashboard contains the KPIs most users need to see first.
- Make sure the dashboard layout is clear enough for account-wide use.
- Confirm that you have admin permissions or full access.
- Review dashboard permissions so users can see the widgets they are expected to use.
- Remember that only one account default can be active at a time.
- If you plan to delete the current default later, set another dashboard as default first.
Core Features of Default Dashboards
Admin-Controlled
Administrators or users with full access can determine which dashboard loads first for the account.
Instant Visibility
Users see the dashboard's key widgets immediately after login instead of having to locate the reporting view manually.
Consistent Starting Point
Everyone begins with the same baseline reporting view and shared priorities.
How to Set a Default Dashboard
Open the dashboard you want everyone to see first and set it as the account default.
Open the Dashboard Area
Go to your Dashboard.
Open the Dashboard You Want
Select the dashboard you want to make the default.
Open the Three-Dot Menu
Click the three-dot menu for the dashboard.
Select Set as Default
Choose Set as Default.
Confirm the Change
Confirm the popup to save the new account default.
Missing the Set as Default option?
If you do not see Set as Default, you may not have the required admin or full-access permissions.
Common Default Dashboard Use Cases
Important Default Dashboard Rules
Permission Required
Only administrators or users with full access can set or change the account's default dashboard.
Active Default Cannot Be Deleted
You cannot delete the dashboard while it is the active default. Set another dashboard as default first, then delete the previous one if needed.
Pinned Is Not the Same as Default
A pinned dashboard is personal to the user. The default dashboard is the shared account-level starting view.
Default Dashboard Best Practices
Frequently Asked Questions
What is a Default Dashboard?
How do I set a Default Dashboard?
Can I delete a Default Dashboard?
Who can set the Default Dashboard?
Continue Learning
Continue learning how to configure dashboard layouts, widgets, and access with these related BizStackPro Help Center guides.
