Best Practices for Setting Up Your Dashboard

Start from your role, not from "everything available"

The Dashboard supports up to 8 stat cards and several toggleable sections, but more visible cards isn't automatically better. Choose based on what you personally check often, a Finance lead's ideal Dashboard looks different from a Follow-Up lead's.

Recommendations

• Turn off whole sections you never reference (see Dashboard Sections: What Each Widget Shows) before fine-tuning individual cards
• Remember that stat-card choices are per-device, set up your Dashboard the same way on each device you regularly use Sermfy from
• Revisit your setup after a role change, a card configuration chosen a year ago may not match your current responsibilities

Section-level toggles apply to everyone on the account, while individual stat cards are personal, coordinate with your team before turning off a whole section others might rely on.

Best practice

Reassess your Dashboard setup roughly once a quarter, what mattered most when you first set it up often shifts as your church's priorities or your own role evolves.