The new Firm Metrics Dashboard allows users to Add, Delete, and Rearrange the various cards in order to customize their dashboard to meet their needs. To enable the new Firm Metrics Dashboard, please see these instructions (don't worry, you can still toggle back to your Legacy Dashboard).
Adding a Card:
To Add a card to your Metrics Dashboard, please click on the gear icon found in the top-right of your current dashboard.
Clicking on the gear icon will open a menu that shows your existing dashboard cards on the left-side panel, and the available cards to-be added on the right panel. You can add multiple versions of the same card. This is particularly useful when, for example, you are tracking the weekly hours of yourself and a colleague - each of you would have a version of this card configured to show your respective data.
Removing a Card:
Clicking on the gear icon will open a menu that displays your existing cards along the left-side panel. Clicking upon the trashcan icon to the right of any of the existing cards will remove it from your dashboard.
Moving a Dashboard Card:
The new Firm Metrics Dashboard features a drag-and-drop functionality that allows you to click and drag any card to rearrange its position. The cards are setup to follow a grid, so dragging a card to a different location will cause the other cards to adjust their position accordingly to make space for the new card.