FlourivateHelp Center

See your practice at a glance on the Dashboard

Last reviewed October 21, 2026

Read your Dashboard, then build a Custom view with the cards you check every day.

The Dashboard is your daily check-in: contacts, deals, tasks and revenue on one screen. The Custom tab lets you choose exactly which cards you see.

Before you start

  • Time: 5 minutes.
  • Where: sidebar, under CRM, click Dashboard. The page is described as "Your complete business intelligence center".

Step 1: Read the Overview

The Dashboard opens with your main cards at the top and two tabs below them: Overview and Custom. Overview is the standard view. While you're setting up, an Account Setup card shows how complete your workspace is as a percentage.

Step 2: Build your Custom view

  1. Scroll below the main cards and click Custom.
  2. Look at the starting widgets, such as My Performance (this month's deals closed, tasks done and contacts added), Pipeline Snapshot, Total Contacts, Task Focus, Active Deals and Revenue.
  3. Click Edit Dashboard at the right.
  4. Click Add Widget to add a card, or drag cards to rearrange them.
  5. Click Done when you're happy.

Changes save as you go. The bar shows Saved.

There's no Cancel button

In edit mode you'll see Done, Add Widget and Reset. If you open edit mode and change nothing, your layout stays as it was. Reset puts the layout back to the starting widgets, so only use it if you want to start over.

A simple daily routine

  1. Open Dashboard > Custom.
  2. Check Task Focus for today's follow-ups.
  3. Glance at Pipeline Snapshot: who's waiting on a reply or a proposal?
  4. Check Revenue once a week rather than every day.

For deeper numbers, use Analytics. See Find your way around Analytics.

Check it worked

  • The bar shows Saved, and your widgets are on Custom next time you open the Dashboard.

If something's off

  • The cards show zeros: that's normal in a new workspace. They fill in as contacts, deals and payments come in.
  • Revenue looks different from Stripe: the Dashboard counts what Flourivate recorded. For payment totals, use Payments > Analytics. See See your bookings and revenue.
  • You don't see Dashboard: your role may not include it. See Why a page or setting is missing.

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