Configuring your Dashboard

Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in the pre-made graphs that appear when you first log into Shape Software.

First navigate to “Settings” in the top navigation bar. Then click the “Custom Configuration” dropdown on the left-hand side to find the “Dashboard” settings page.

Dashboard Settings:

You have the ability to set goals for different statistics across the system that reflect on the dashboard! This will give you a quick snapshot of where you are currently vs where you wish to be, giving valuable business insights.

This graph reflects monthly (or weekly) numbers that show in a horizontal bar graph indicating how many records are from each source during the time frame selected.

This graph reflects the monthly number of prospects or accounts sitting in each status.

Click and drag the statuses to re-order them as desired.

Frequently Asked Questions

Currently in Shape, you cannot re-order and move the graphs around. However the information that is displayed there can configured.

Dashboard Settings:

On the dashboard you will find the funded loans section that displays your funded loans for the month.

This page cannot currently be removed from your view in the system.

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