In Customize mode click + to choose from a list of widgets, such as:
- KPI cards (clients, tasks, revenue, profit)
- Revenue chart (monthly or yearly view)
- Activity feed
- Quick actions
- Upcoming meetings
- Open tasks for you
- Top clients (by revenue or activity)
- Monthly notes
Each widget can be added multiple times with its own filters — e.g. two KPI cards next to each other showing different numbers.