/dashboards is your home for at-a-glance metrics. Multiple named tabs, customizable per user.
Widget types
Tormano ships 9 widget types:
- KPI cards — single metric like Total Contacts, Open Deals, Donations MTD, Revenue YTD. 6 metric presets.
- Bar charts — time-series with 4 presets.
- Line charts — trends over time.
- Pie charts — breakdowns like Contacts by Source or Deals by Stage.
- Pipeline funnel — deal flow through stages.
- Recent activity feed — live stream of CRM events.
- Data tables — top deals, recent donations, etc.
- Goal tracker — visual progress to a configured goal.
- Task list — your open tasks.
Edit mode
Click Edit to enter edit mode. Drag widgets to reposition, resize from corners, click Add Widget to open the Widget Library modal, click the × on any widget to remove. Save persists.
Multiple dashboards
Create as many named tabs as you want — "Daily Driver", "Sales Standup", "Board Meeting", "Personal Productivity". Switch tabs at the top.
Templates
First-time visit auto-creates one of two templates based on your edition: Sales Overview (8 widgets, B2B) or Fundraising Overview (8 widgets, NP). Customize from there.