Member365 Custom Dashboards Getting Started

Carlo

September 30, 2026 02:30

The Member365 Dashboard gives you a central place to view important information and quickly access the areas of Member365 you use most often.

With the new Dashboard customization options, you can organize your dashboard around your organization's workflow and priorities.

You can customize your dashboard by adding, removing, arranging, and managing dashboard components that we call widgets, depending on the features and permissions available to your Member365 account.

Note: The options available to you may vary depending on your Member365 subscription, account configuration, and user permissions.

Access Your Dashboard

1. Log in to Member365

The dashboard is your starting point for navigating the Member365 CRM and accessing your organization's membership information.

Make sure the toggle is on Green/ON position:

2. Review Your Dashboard

Take a moment to review the information and tools currently displayed on your dashboard.

Depending on your Member365 setup and permissions, you may see different dashboard sections, cards, or shortcuts.

Look for the areas that you use most frequently and identify anything that you would like to have easier access to.

3. Enter Dashboard Customization

Click on the Edit icon:

Look for the dashboard customization or editing option available on your Dashboard.

Selecting the customization option opens the dashboard editing controls.

Tip: If you do not see dashboard customization options, your user account may not have the required permissions.

Use the available dashboard customization options to organize the information that is most useful to you.

You may be able to:

Reorganize dashboard widgets/sections
Move frequently used items
Show or hide available dashboard components
Adjust the information displayed on your dashboard
Create a profile that better matches your role

Tip: Keep your dashboard focused on the tasks you perform most often. You do not need to display everything available in Member365.

Profiles button

You can create different profiles that cater to your different roles. This will allow you to see only the tools you need to perform your work based on the role.

Page Color button

You can change the color of the background of the dashboard.

You can likewise update the color of each widget by clicking on the three dots and click on Background colour.

Clear All Widgets / Add Widget buttons

You can remove all widgets and start to add widgets from scratch to build a profile .

Customize Your Dashboard

How to Add a Dashboard Widget

Dashboard widgets allow you to display useful information directly on your Dashboard.

To add a Widget:

Click +Add Widget button.
Select the option to choose Single Widget or All Widgets

Single Widgets – Lets you choose from a dropdown list of related widgets per module.

All Widgets – Displays all Widgets.

3. Select the widget you wish to add, then click Add button.

4. Save your changes.

What should you add?

Choose information that you regularly need to monitor.

Examples may include:

Membership activity
Membership renewals
New members
Event activity
Registration information
Payments or financial activity
Engagement information
Frequently used functions

Member365 provides centralized visibility into membership, dues, renewals, event participation, engagement, and other member-related information, making these types of metrics useful candidates for dashboard organization.

Remove a Dashboard Component

If a widget is no longer useful, you can remove it from your Dashboard.

To remove a widget:

Click on the three dots and click Delete
Save your changes.

Tip: Removing a component from your Dashboard does not delete the underlying Member365 data. It only changes what is displayed on your Dashboard.

Move or Reposition Components

You can organize your Dashboard so that the information you use most often is easy to find.

To move a component:

Open the Dashboard customization page view.
Locate the widget you want to move.
Select and hold the component using the available drag-and-drop control.
Move it to your preferred location.
Release the component.
Continue arranging other components as needed.
Save your changes.

Recommended layout

Consider placing your most important information at the top of the Dashboard.

For example:

Top:
Key membership or renewal information

Middle:
Events, registrations, and member activity

Lower section:
Less frequently used information and secondary metrics

This allows users to see the information requiring their attention first.

Resize Dashboard Components

Some dashboard components may allow you to change their size.

To resize a component:

Open the Dashboard customization page view
Locate the widget you want to resize by pointing your cursor to the resize control symbol.
Adjust the component to the desired size.
Review the Dashboard layout.
Save your changes.

Note: Resizing options depend on the type of dashboard component.

A larger component can be useful for information that requires more detail, while smaller components can be used for quick statistics or shortcuts.

Customize a Dashboard for a Specific Workflow

A Dashboard does not need to display everything available in Member365.

Instead, build the Dashboard around a specific workflow.

Example: Membership Team

A membership team may want quick access to:

New members
Renewals
Membership status
Member activity
Membership categories

Example: Events Team

An events team may prioritize:

Upcoming events
Registrations
Attendance
Event activity
Event-related member information

Example: Management

Management may prefer high-level information such as:

Membership totals
Renewal activity
Revenue
Event participation
Engagement trends

Member365 supports reporting and segmentation around membership levels, renewal status, custom-field data, and engagement activity, which can help organizations focus dashboards around the information most relevant to their operations.

Best Practice: Review your Dashboard periodically. A dashboard should change as your organization's priorities change.

Create a Dashboard for Different Users or Roles

Different users may need different information.

For example, the person managing memberships may not need the same Dashboard information as someone managing events.

If your Member365 account provides multiple-dashboard or role-based dashboard options:

Select the option to create a new Dashboard.
Give the Dashboard a descriptive name.
Add the components relevant to that role or workflow.
Arrange the components in the desired order.
Save the Dashboard.
Configure the applicable access or assignment options, if available.

Suggested Dashboard names

Use names that clearly identify the purpose of the Dashboard:

Membership Operations
Events Management
Finance Overview
Communications
Executive Overview
Staff Dashboard

Note: Dashboard assignment and access options depend on your Member365 account configuration and user permissions.

Rename a Dashboard

If your account allows Dashboard names to be changed, use a name that clearly communicates the Dashboard's purpose.

To rename a Dashboard:

Open the Dashboard management or customization area.
Locate the Dashboard you want to rename.
Select the available Edit or rename option.
Enter the new Dashboard name.
Save your changes.

Avoid generic names such as Dashboard 1 or New Dashboard.

Instead, use names that help users immediately understand what they are viewing.

Save Your Dashboard Changes

After making changes, make sure they are saved.

To save your changes:

Review the Dashboard.
Confirm that the widgets are arranged correctly.
Confirm that the desired components are present.
Select Save or the available save option.
Return to the Dashboard to confirm the changes.

Important: Always save your changes before leaving the Dashboard customization screen.

Dashboard Customization Best Practices

Keep Your Dashboard Focused

More information does not necessarily make a better Dashboard. Only display information that helps users monitor activity or complete their work.

Prioritize Actionable Information

Give priority to information that requires attention or helps users make decisions.

Organize by Role

Whenever possible, design dashboards around the responsibilities of the people using them.

Avoid Duplication

If several widgets display similar information, determine whether all of them are necessary.

Review Regularly

Membership cycles, events, campaigns, and organizational priorities change. Your Dashboard should change with them.

Troubleshooting:

I don't see the Customize option.

Dashboard customization may depend on your user permissions or account configuration.

Contact your Member365 administrator if you believe you should have access.

My Dashboard is too crowded.

Remove components that you rarely use and move your most important information toward the top.

Consider creating separate dashboards for different workflows or user roles when those options are available.

I made changes but don't see them.

Make sure you saved your changes before leaving the customization screen.

If the changes still do not appear, refresh the Dashboard and verify that you are viewing the correct Dashboard.

Frequently Asked Questions

Does customizing my Dashboard change my Member365 data?

No. Dashboard customization changes how information is displayed. It does not change the underlying member, event, payment, or other CRM data.

Can I customize my Dashboard at any time?

If your user permissions allow Dashboard customization, you can update the Dashboard as your organization's needs change.

Should I add every available component?

No. Start with the information that is most useful to your daily workflow.

What is the best way to organize my Dashboard?

Start with your most important information at the top, followed by information that is checked less frequently. Keep the Dashboard focused and review it periodically.

Congratulations on setting up your new dashboard!