A customizable CRM dashboard: pick the cards, arrange them, and it follows you

The Groundbase dashboard is a grid of cards you choose, move and resize yourself — thirteen of them, covering your pipeline, today's tasks, who owes you money, unread texts, campaigns and your Twilio balance. Click Customize, arrange them on the dashboard itself, and the layout saves to your account, so it's the same on every computer you sign in on and in the desktop app.

The idea is simple: the first screen you see each morning should be the one that matters for your business, not the one that mattered to whoever designed the software.

The thirteen cards

Every card is available on every account — none is tied to a plan.

A new account starts with a sensible default — the four number tiles, then today's tasks, the pipeline, recent activity, needs attention and quick actions — and nothing changes until you change it.

Arranging it

Click Customize and the dashboard goes into edit mode. Every card gets a remove button and a resize handle in its bottom-right corner, and the controls you need appear at the top.

• Drag a card to move it. The cards around it make room.
• Drag the corner to resize it — a wide pipeline, a tall task list, a small balance tile.
• Click the × to remove a card. It goes back into the tray, so nothing is lost.
• Add a card opens a tray of everything not yet on your dashboard, each with a one-line description.

Then Done saves it, Cancel throws away what you changed, and Reset puts the default back.

Arranging happens on the dashboard rather than on a settings page for one reason: you can't sensibly decide how big a card should be without seeing it at that size.

A few layouts that make sense

There's no right arrangement, which is the point. But some patterns come up:

• Money first. Outstanding invoices and recently paid across the top, for anyone who bills in more than one currency or chases payment often. Invoicing inside your CRM is what fills those cards.
• Today first. Today's tasks full width and needs attention beside it, for the days that are about getting through a list.
• Outreach first. Unread SMS, campaigns and the Twilio balance together, for anyone running campaigns — the balance card exists so a top-up isn't the reason a send fails.

It follows you

The layout saves to your account rather than your browser. Arrange it on your laptop, and the desktop app and any other computer you sign in on show the same thing.

The Android app is different on purpose. A phone screen doesn't suit a grid of thirteen cards, so the mobile app has its own home screen, built for the four-second glance rather than the morning review, and your dashboard layout doesn't change it.

What it doesn't do

• Cards show fixed views. You choose which cards appear, where and how big — not what each one calculates. There's no choosing a date range or a filter per card.
• It isn't a report builder. No custom charts, no formulas. If you need to build your own reports, a spreadsheet or a BI tool does that better.
• There's one dashboard. Groundbase is built for one person, so there are no shared or per-teammate dashboards.

Where it fits

Groundbase is a CRM for one-person businesses that sends email and texts through your own accounts and connects to the AI assistant you already use. The dashboard is on the same single plan as everything else. The Dashboard help article covers every card and control in detail.

And if you'd rather ask than look — "what's my pipeline worth?", "who owes me money?" — that works too, from the AI assistant you already use: ten real things you can ask a CRM connected to Claude.

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Arranged your dashboard in a way I didn't expect? I'd like to see it: blog-dashboard@groundbasecrm.com — I read every one.