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From Default to Dynamic: Customizing Your DashboardFrom Default to Dynamic: Customizing Your DashboardFrom Default to Dynamic: Customizing Your DashboardFrom Default to Dynamic: Customizing Your DashboardFrom Default to Dynamic: Customizing Your Dashboard

From Default to Dynamic: Customizing Your Dashboard

Aug 28, 2026 2:00 PM
Dylan Petrou
Client Trainer

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Join Client Trainer, Dylan Petrou, to learn how to customize your dashboard to provide valuable insights. Whether you're managing intake, matters, or beyond, there are plenty of helpful dashboard widgets we'll discuss. Default dashboards can be great, but customized dashboards can be awesome!

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Featured Presenter
Dylan Petrou
Dylan Petrou
Client Trainer
What attendees are saying:
"Jordan Turk is friendly, down-to-earth, and gives interesting examples.
She is a credit to the profession and to Smokeball."

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