Wealthbox users can create “widgets” to display a range of dynamic charts and graphs to better analyze their business.

Administrators can grant permission to users giving them the ability to create and modify dashboards that display all data within a workspace.

Users can create dashboards to display only their data, or if given specific permission mentioned above, users can also create dashboards that reference all users’ data. For example, the dashboard below is configured to display all users’ data and is visible to everyone in the firm.

Customizable dashboards are available on Premier and Enterprise plans only.

For more information, check out this video “How to Use Customizable Dashboards” from our How-To video series.