Customize your dashboard

Your GrowPanel dashboard isn't fixed — you can rearrange, resize, add and remove widgets to build a view that matches the way you think about your business. Layouts are saved per user, so each team member can have their own.

New accounts start with a sensible default: three KPI tiles (MRR, ARR, Subscribers), a wide MRR-growth-this-month chart, the standard Subscribers / Leads / ARPA / LTV / Churn / NRR / Map / Cashflow grid, and a side panel with MRR breakdown plus Latest activity. You can customise from there — or wipe it and build something completely your own.

Entering edit mode

Click the Customize gear in the top-right of the dashboard. The dashboard switches into edit mode and a floating pill appears at the bottom of the screen with the edit controls:

Add widget — open the widget catalogue
Show / Hide side panel — toggle the right-side column
Cancel — discard unsaved changes
Done — save the layout

While in edit mode, hover any widget to see its drag handle, resize pill, settings gear, and delete icon.

The customize controls are available on desktop screens (1200px wide and up). On smaller screens the dashboard is read-only.

Adding widgets

Click Add widget in the floating pill. The catalogue is organised into tabs:

Subscription reports — MRR, This month's growth, MRR breakdown, MRR movements, ARR, Subscribers, Subscriber movements, New leads, ARPA, ASP, LTV, Logo churn, MRR churn, NRR, GRR, Quick ratio, MRR globally (map)
Cashflow reports — Cashflow, Failed payments, Failure rate, Recovery rate, Refunds
Metrics — single-number KPI tiles: MRR, ARR, Subscribers, ARPA, Leads (30d)
Other — Latest activity feed, Top wins, Text block (for notes or headings)

Click any card to add it to the dashboard with sensible defaults. The new widget appears with a brief highlight; the page scroll stays put.

Hover a widget and click the gear icon. Each widget can have its own:

Title and tooltip — override the defaults if you want a clearer name. Leave blank to get a smart default that reflects the grouping and segment (e.g. "MRR by plan" or "Subscribers, Enterprise EU").
Date range — last 7 / 30 / 90 days, last 12 months, this month, last month, this quarter, year to date, last year, all time
Interval — day / week / month / quarter / year. Intervals that wouldn't produce at least a couple of data points are disabled (e.g. you can't pick a Month interval on a Last 30 days range).
Group by — break the chart down by plan, market, country, state, currency, billing frequency, payment method, customer age, segment, data source, or any custom variable imported from HubSpot or your billing source (industry, company owner, employee range, etc.). Custom variables are grouped under a "Custom variables" section at the bottom of the dropdown.
Compare to — overlay a grey line for the previous period or the same period last year. Mutually exclusive with Group by; choosing one disables the other. The This month's growth widget has its own specific options here — "No comparison", "Last month", or "Same month last year" — and doesn't support Date range / Interval / Group by (it always renders day-by-day from the 1st of the current month to today).
Segment filter — pick one saved segment to filter the widget to that slice of customers. Segments are saved filter combinations created from any report (e.g. "Enterprise EU", "US trials").
KPI extras — KPI tiles also have a Compare against dropdown (30 days / 60 days / 6 months / 1 year ago) that drives the small percentage-change badge.
List-widget extras — Latest activity and Top wins have extra settings: which date window to use, max rows (with an "All" option), whether to show customers by name or email, and a height pill (S / M / L / XL) when placed in the side panel. Top wins also lets you pick which movement types count as "wins" — new customers, expansions, reactivations — via checkboxes.

Resizing widgets

Hover a widget and click one of the width buttons (25%, 33%, 50%, 67%, 75%, 100%). Widgets reflow on the 12-column grid as you go. Widgets in the side panel always span the full width of that panel.

Dragging to reorder

Click and hold a widget anywhere on its body — outside the toolbar controls — and drag it to a new position. A placeholder shows where the widget will land. Drag a widget out of the main grid and into the side panel (or vice versa) to move it between sections.

The side panel

Click Show side panel in the floating pill to enable a narrow right-side column for tall, narrow widgets like a latest-activity feed or a stack of KPIs. Drag widgets between the main grid and the side panel as needed. Resize the panel by dragging the divider between them.

Saving

Done commits all your changes (widget settings, layout, side panel toggle, everything) to the live dashboard.
Cancel throws away every change you made since entering edit mode — the live dashboard isn't touched until you click Done.
Navigating away mid-edit (closing the tab, clicking a sidebar link, etc.) behaves like Cancel: nothing is committed.

Layouts are remembered per user, per account — your dashboard stays yours even if you share an account with teammates.

Building dashboards around your own data

The Group by and Segment filter pickers don't only show GrowPanel's built-in dimensions — they also expose any custom property you've imported from HubSpot or set on customers through your billing source. That means you can build dashboards that match how your team actually slices the business:

A "MRR by company owner" widget, broken down per CSM
A "Subscribers by industry" widget filtered to a "Mid-market" segment
A KPI tile showing MRR for one specific segment ("Enterprise EU")

The same custom variables work across every report — see Imported HubSpot fields for how to expose them, and Segments for saving the combinations you reuse.

If a custom variable doesn't appear in the Group by dropdown yet, GrowPanel hasn't classified it as low-cardinality. Trigger a fresh classification by running a bulk sync of the source integration — see the HubSpot integration docs for details.