Configure Dashboard Layout
Learn how to personalize your dashboard layout in QuoteCloud by selecting which columns are displayed and arranging them in the order that best suits your workflow.
Steps to configure your dashboard layout
Open dashboard settings
From the Dashboard page, click the Settings icon located in the top-right corner of the screen.Select Dashboard Layout
From the settings menu, click Dashboard Layout to open the Dashboard Editor.Review available dashboard sections
In the Dashboard Editor, browse the available categories such as Document Meta Data, Travel Itinerary Details, Document Data & Status, Customer Details, and Custom Fields.Rearrange displayed columns
Drag and drop column names within the display list to change the order in which they appear on your dashboard.Show or hide dashboard columns
Use the toggle switches on the left side of the editor to enable or disable specific columns you want displayed on the dashboard.Review layout changes
Verify that enabled columns appear in the display list and that disabled columns have been removed from the layout preview.Save your dashboard layout
Click the Save button to apply and store your dashboard configuration changes.
FAQs
What is the Dashboard Layout feature in QuoteCloud?
The Dashboard Layout feature allows you to customize which columns appear on your dashboard and how they are arranged.
How do I open the Dashboard Layout editor?
Click the Settings icon in the top-right corner of the dashboard and select Dashboard Layout.
Can I rearrange dashboard columns?
Yes. You can drag and drop columns within the Dashboard Editor to change their display order.
How do I hide a column from my dashboard?
Locate the column within the Dashboard Editor and switch its toggle off to remove it from the displayed layout.
How do I show additional columns?
Expand the relevant category and enable the toggle beside the field you want to display.
What happens when I disable a column?
The column is removed from the dashboard layout preview and will no longer appear on your dashboard.
Can I customize customer-related fields?
Yes. The Customer Details section allows you to enable or disable fields such as recipient information, names, email addresses, phone numbers, and company details.
Do layout changes affect other users?
Typically, dashboard layout changes apply only to your personal dashboard view unless your organization has shared dashboard configurations.