Customize dashboard widgets and form cards

Arrange the dashboard

Open Dashboard and choose Selling. Home shows compact revenue, order and customer stats from your existing dashboard data. Choose a stat for its detailed view. It is a fixed account summary; full widgets live in the other sections. The sidebar keeps My Forms, Orders & Shipping, Inventory, Customers, Profit & Loss, and Sales & Reports available. On a narrow screen, the greeting appears first. Use the small selector below the greeting (for example, Home ▾) to choose a tab directly. Its label shows your current tab. Buying/Selling, your default workspace and seller tools are in the separate ••• options menu. Close it with the menu trigger, Escape or a tap outside.

Choose Customize dashboard to pick widgets for the tab you are viewing. Check a widget to show it and uncheck it to hide it on that tab. Any of the 17 existing widgets can appear on multiple tabs independently, except Home. To show the same widget somewhere else, open that tab and check it there too. Choose Done to close the checklist.

Use + Add a tab in the sidebar to create another tab. Tab options keeps rename, tab order, delete and Reset all tabs separate from the widget checklist. Home stays first and cannot be renamed or deleted. Deleting another tab preserves widgets used nowhere else in My widgets. You can have up to 16 tabs with names of 1–60 characters.

Drag widgets to reorder them, use their up and down controls for keyboard reordering, or collapse a widget to reduce its height. Collapse is shared wherever that widget appears. Suggested tabs use only widgets already enabled. The original Overview tab is retired; widgets assigned only there stay available in a regular tab. A renamed custom tab stays intact. Widgets saved only on the old Home are kept in My widgets. At the 16-tab limit, they join the first regular tab. This does not save until your next explicit layout edit.

Changes save to your account and follow you across devices. Wait for Tabs saved to your account before closing the page. A failed save keeps your edits and offers Retry save. If another device saved first, your draft stays on this page; Reload saved layout asks before discarding it. Reset all tabs under Tab options restores the standard tabs and widget assignments after confirmation. Selecting a tab does not change your default Buying/Selling workspace.

Use the existing theme control to choose Light, Dark, or System. Both dashboards and Home pages use that appearance; System follows your device setting. Changing appearance keeps the current page, drafts and selections.

Inside My Forms, switch between grid and list layouts, then choose the form statistics you want displayed. Search, status filters, and sorting change the current view without changing a form. If a preference-save error appears, retry before assuming the new layout is stored.

Buying and Selling are separate views. Switching views does not change your saved default; open Default: Buying/Selling (inside Dashboard menu on mobile) and choose a radio option to save which opens on a plain Dashboard visit. Account also has the same preference. See Manage account preferences.

Know what each widget shows

The default widget set is:

• Today's Revenue: submitted non-cancelled order totals in your saved account timezone, with yesterday comparison and a per-form drilldown.
• Revenue: preset or custom dates, selected statuses, order count, per-form details and a matching complete CSV.
• Pending Orders: the number of orders whose displayed status is Received (stored as pending).
• Orders by Status: every current status with counts and per-form drilldowns.
• Shipping Queue: up to 20 oldest Paid (stored as confirmed), Ordered from vendor, or Packing orders that have no tracking number. An order deep link can reveal the requested queue row or explain why it is no longer waiting.
• My Forms: owned forms and accepted shared forms, with permission-aware statistics and actions.
• Reviews: average rating and recent reviews, with links to the public and management pages.
• Revenue by Form: the top owned forms by submitted non-cancelled order totals.
• Top Products: the top ten saved product/variant order-item snapshots ranked by units, with saved line-total revenue.
• MOQ Progress: choose an active form to see every saved product with Sold goal enabled and a positive target. Compact text and progress bars fill the widget width, and the panel grows to fit the products. Counts use the same order quantities as public MOQ, including pending orders and excluding cancelled, failed, and refunded orders. The widget includes saved unpublished or buyer-hidden goal products and does not depend on a public MOQ block. Shared forms require analytics access. Counts refresh while the widget is expanded and visible; a failed refresh is labeled. Existing dashboard layouts can add it through Customize dashboard.
• Product Breakdown: a per-form product or variant chart with all-time or 30-day range, quantity or revenue metric, and bar or pie presentation. A capped scan is labeled partial instead of being presented as complete.
• Stock Watch: choose Show on dashboard in Inventory for up to 20 owned products. Future variants are included automatically. Up to three prioritized variant lines link to exact Inventory targets; stale values remain labeled after a refresh failure. This widget is read-only and never totals shared availability.
• Low Stock Alerts: tracked variants at or below their configured threshold.
• Discount Usage: buyer-entered coupons and automatic Sales that have usage, with active redemption and benefit totals.
• Repeat Customers: normalized non-empty customer emails with more than one non-cancelled order, plus newest-order drilldowns.
• Avg Order Value: total submitted non-cancelled revenue divided by the matching order count.

The account summary widgets use forms you own. A shared form appears in My Forms, but its orders, revenue, and actions are hidden when the collaborator role lacks the required permission.

Use the My Forms toolbar

Search matches form names. Filter chips show All, Active, Drafts, and Has orders with live counts. Sort by Newest, Oldest, Most orders, Highest revenue, or A–Z. Highest revenue uses the same submitted non-cancelled revenue shown on each form card; equal totals put the newer form first. These controls filter and reorder the view; they do not change the forms.

Cards shows status, an On/Off control, selected statistics, public URL, and quick actions. List groups forms as Earning, Live with no orders, and Inactive and adds a seven-day order sparkline. If you have eight or more forms and have not saved a layout choice, List is the default.

The card status is Active or Inactive and updates after a successful On/Off save without refreshing the page. A scheduled opening time appears below the form title. Any account restriction is shown as a separate notice; it does not replace the form's saved status.

The STATS SHOWN picker applies the same ordered selection to every form. Choose one to five of Views, Orders, Revenue, Conversion, Avg order, Last order, Repeat buyers, Total orders, and Received. Drag the chips to reorder them. Adding a sixth replaces the first selection; Reset returns to Views, Orders, and Revenue.

Use form-card actions

• Turn a form on or off when your owner or collaborator permission allows it.
• Copy or open the public link, or generate its QR code.
• Open Edit form, View orders, or the Form settings gear shortcut when permitted. In List view these are icon buttons with those labels. The settings shortcut opens /edit/{id}#settings; a direct /edit/{id}#settings/orderEdits link opens the Order Edits subsection.
• In My Forms, choose the form's three-dot More actions button (More in List view) for Preview, Export CSV, Duplicate, QR code, Collaborators…, Transfer…, or Delete. Owner-only items are not shown on shared forms, and Transfer… appears only while the owned form reports zero orders. See Collaborate on or transfer a form for the invitation steps.
• Sync a connected Google Sheet from the card only as the owner.
• Collapse an individual card to keep its title and action row while hiding statistics and the URL. This per-form card choice is stored in that browser.

Brand-new forms with zero views and zero orders show a Share your link coaching prompt instead of a row of zero statistics.

Choose and export a Revenue report

Open Revenue and choose Last 7, 30, 60 or 90 days, This month, Last month, This quarter, Last quarter, Year to date, or Custom. Rolling ranges include today. Current calendar periods end today; previous periods include the whole period. For Custom, enter a start and end date, then choose Apply. Both dates are included and use the timezone printed on the report.

Choose the statuses to include. Received is the pending status and Paid is the confirmed status. The default includes every recorded status except Cancelled and missing statuses, including Other recorded statuses for older values. Unknown / missing status can be selected explicitly. Selecting no statuses produces zero orders. Reset restores the defaults.

The report sums saved order totals once per matching order, including zero-dollar and archived orders on your owned forms, even when a form is inactive. Shared forms are excluded. Placement date determines the range; payment date does not. The number is revenue information for your own reporting. It does not calculate tax, subtract refunds, or prove that payment settled. Current status and saved total are used, so edits, cancellations and deletions can change a later report.

Choose a form in the breakdown to see its matching orders and subtotal. Details show 50 orders per page. Export this report downloads every matching order in the viewed scope, including pages you have not opened, with the same revenue amounts, dates, timezone, statuses and update time as the displayed report. Open order opens the live order in a new tab; its current state may differ. The general Orders → Export CSV workflow has its own scope and columns.

Successful filters are remembered for your account in this browser. Relative presets resolve again when refreshed; custom dates stay fixed. A failed refresh keeps the previous report clearly labeled. No matching orders disables export. If a report is too large, choose a shorter range or one form; an incomplete total is never shown. A saved timezone that cannot be used is labeled as a UTC fallback.

Read revenue as an operating estimate

The other dashboard revenue widgets sum saved order totals for orders that are not cancelled. Revenue uses the statuses selected in that report. It is not proof that payment was received, verified, settled, cleared, or available to withdraw. Pending, unpaid, disputed, refunded, or manually recorded orders may require separate review.

The day, week, and month windows use the saved account timezone. When none is saved, the dashboard uses a valid browser timezone and attempts to save it. Check Account → Timezone before treating a date boundary as wrong.

Revenue and product widgets use order snapshots: later catalog price or name changes do not rewrite historical order-item line totals. Customer widgets normalize email case and surrounding spaces and exclude empty email values.

Use the order record and the payment method's independent evidence to confirm payment. For crypto, verify the transaction independently; for payment proofs or external providers, follow the relevant verification and refund workflow. Use Profit & Loss to enter costs and view the selected form’s profit rather than treating dashboard revenue as profit.

Share or duplicate safely

The public link follows the form's saved access mode. Public allows anyone with the link to open it, Password requires the current form password, and Invite only requires active invite access. Publishing schedules, closure, and submission or item limits can still make a shared link unavailable.

Duplicate creates a new, unpublished form for the owner to review. The form password and Google Sheets connection are not copied. Before publishing the duplicate, review its access mode, add a new password if needed, reconnect integrations, check products and limits, and open its public link in a signed-out browser.

Protect dashboard screenshots

Dashboard and order views can expose customer names, email addresses, order details, revenue, inventory, private form links, access codes, and integration status. Crop or redact unrelated data before sharing a screenshot. Never include passwords, login or recovery codes, API keys, payment credentials, private keys, or full payment-proof details in a support attachment.

Request a missing widget

Choose Request a widget on the dashboard's Want a different widget? card. It opens the support-ticket form with EZFormz feature request, a widget-request subject and the dashboard page prefilled. Describe the metric and the decision it should support, then complete the ticket form. Opening the link does not submit a ticket or promise implementation. Keep confidential information out of feature requests; see Contact support.