Customize Your Dashboard

Your dashboard in TalepNET is more than a homepage. It is where daily work becomes visible, priorities become clearer, and the platform starts to reflect how your team actually operates.

Different roles need different signals. A requester may want active requests and recent activity, while a manager may care more about approvals, budget views, and pending tasks.

A customizable dashboard solves that by letting each user arrange the information that matters most to their role.

TalepNET supports dashboard personalization through a flexible widget layout.

Users can rearrange widgets, resize them, add available widgets, remove widgets from the current view, restore the default dashboard, and save changes for future sessions.

This shifts the dashboard from a generic overview into a practical working surface.

Before changing the layout, think about what your role needs to see first.

A good dashboard is not the one with the most widgets. It is the one that makes the next action obvious.

• What do I check most often during the day?
• Which items need immediate follow-up?
• What summaries help me decide faster?
• Which widgets are useful and which ones create noise?

TalepNET includes a dashboard customization flow that lets users edit the layout directly.

Once customization mode opens, the dashboard becomes editable. Users can move widgets, resize them, or add new ones from the available list.

This is where the dashboard moves from a default setup into a role-specific workspace.

One of the simplest improvements is changing the order of widgets.

Place the most important widgets where the eye naturally goes first. High-priority operational widgets usually deserve stronger visibility than low-frequency reference content.

Reordering reduces scanning time and makes the dashboard easier to use under real working conditions.

Not all widgets need the same amount of space.

A KPI card may only need a compact area, while recent activity or active requests may need more room to stay readable.

If a widget is too small, it becomes decorative. If it has the right size, it becomes operational.

TalepNET offers widgets across KPI, analytics, activity, tools, and information categories.

Depending on the role, the dashboard may include items such as My Active Requests, Recent Activity, My Spend YTD, Notifications, My Orders by Category, Announcements, Help Resources, Managed Cost Center Spend, Budget Overview, Manager To-Do, Top Supplier Spend, Top Category Spend, Total Spend KPI, Cost Savings KPI, Active Contracts KPI, Total Orders KPI, and Avg. Cycle Time KPI.

The best rule is simple: if a widget helps the user act, keep it visible.

A requester may want a lightweight view centered on active requests, recent activity, notifications, and catalog access.

A manager may prefer approvals, manager to-do items, budget overview, managed cost center spend, and announcements.

A purchasing team member may build around operational queues, supplier and category spend, contract visibility, total orders, and recent changes.

An executive may prefer a higher-level view focused on KPI cards, spend trends, cycle time, and contract health.

Customization is not only about adding more. It is also about removing distractions.

A dashboard works better when it contains fewer but more relevant signals. Keeping every available widget on screen usually makes important updates easier to miss.

A cleaner dashboard usually performs better than a crowded one. The goal is clarity, not completeness.

After rearranging and adjusting widgets, save the layout so the dashboard keeps your preferred setup moving forward.

That continuity matters. Once users trust the dashboard as their daily starting point, adoption becomes easier and the platform feels more personal.

Sometimes experimentation creates a layout that no longer works well. TalepNET supports restoring the default dashboard as a reliable reset point.

This is useful for new users, changing roles, or teams that want to return to a standard baseline before customizing again.

A simple method is to build in three layers.

Place action-oriented widgets at the top, monitoring widgets in the middle, and trend or KPI widgets lower in the layout.

This makes it easier to separate what needs action now from what supports broader visibility.

• Manager To-Do
• My Active Requests
• Recent Activity
• Budget Overview
• Managed Cost Center Spend
• Announcements
• Total Spend KPI
• Avg. Cycle Time KPI

• Recent Activity
• Notifications
• Announcements
• Top Supplier Spend
• Top Category Spend
• Total Orders KPI
• Active Contracts KPI
• Cost Savings KPI

• My Active Requests
• Recent Activity
• Notifications
• My Spend YTD
• Help Resources

Dashboard customization in TalepNET is a practical feature rather than a visual preference.

It helps each user shape the platform around their responsibilities, reduce noise, and keep the most useful signals in view.

A well-designed dashboard should help teams answer three things quickly: what needs attention, what changed, and what matters most right now.