Customizable dashboard with widgets for sales manager view

Need: Customizable dashboard with widget options for active leads by event type/status, revenue, events booked, popular dates, pending events, projected income. Key requirements: Per-user widget customization with layout templates Sales manager team-wide performance view Dashboard duplication for consistent team setups Pre-built financial reports powering widgets Pain point: No team-level dashboard settings; each user must be configured individually. Source: Hope Mckellip DJEP walkthrough, 09/09/2026