Dashboard
What is the Dashboard?
The dashboard is your Xagle home page. It shows key information and widgets you can arrange. Turn...
Navigation Menu
The navigation menu is on the left on every page. Use it to open the main areas of Xagle: clients...
Most Recently Used List
The Most Recently Used (MRU) list appears below the navigation menu on every page. It keeps your ...
Recent Client Activity Widget
The Recent Client Activity widget shows activity from your clients, such as when they view a quot...
Task List Widget
The Task List widget shows all tasks assigned to you in one place. It works like a personal to-do...
Changing the Dashboard Layout and Widgets
Turn widgets on or off under gear → System Settings → System Default Dashboard. If your site uses...
KPI Cards
KPI Cards summarize key financial activity at a glance. Enable them under gear → System Settings ...