Please note - This feature is only available to Owner level users
As you spend more time with the Retention Pro Dashboard, you may find that some reports are more valuable to you than others. For instance, you may consider the Year Over Year Averages graph more useful than the Customer Visit Frequency chart. In that case, you can rearrange the Dashboard so the reports that matter most to you appear closer to the top of the page, making them easier to view at a glance.
Navigate on the dashboard to the report you want to reposition. You will notice that your mouse cursor changes from an "arrow" to a "hand" icon.
Once you have the “hand” for your mouse you can click on the section, then drag and drop it to where you would like to move it to.
If at any time you would like to return to the original layout simply scroll to the top of the page and click the red Reset Layout button at the top right above the date.
This feature can be turned off if you do not wish to have it active. Click on Management at the top of the screen, from the Company Settings menu select "General" and use the toggle that says "Enable Dashboard Drag Drop" to turn it off or on.
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