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Customizable dashboards

Build your own dashboard with widgets and tabs.

3 min read · Updated May 7, 2026

/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.