**To customize the Papo home dashboard (https://papo.global/) and display custom metrics, go to the home screen, enable edit mode, and add the Inbox Summary, Sales, and CSAT widgets. This way, you can see the most important indicators for your operation at a glance, without having to navigate between modules.**

The Papo home screen works as a central dashboard that brings together the most relevant information from your customer service, sales, and customer satisfaction. Instead of opening separate reports, you can build a dashboard with the widgets that really matter for your daily work: how many conversations are open, how many sales were closed, and what the team's average CSAT score is.

## Customization summary

| Step | Action | Result |
| :--- | :--- | :--- |
| 1. Access the home dashboard | Log in to Papo — the first screen is already the dashboard. | You see the current layout with the default widgets. |
| 2. Enter edit mode | Click the customization icon (usually a pencil or gear) to enable editing. | Widgets become movable and options to add/remove appear. |
| 3. Add the Inbox widget | Select “Inbox Summary” from the available widgets. | It starts displaying the total number of open, resolved, and unassigned conversations. |
| 4. Add the Sales widget | Choose the Sales widget (it may appear as “Conversions” or “Pipeline”). | It shows the number of deals won in the period or the pipeline value. |
| 5. Add the CSAT widget | Include the CSAT (Customer Satisfaction) widget. | It displays the average score (1 to 5) and the total number of ratings received. |
| 6. Save the layout | Confirm the changes to lock in the new organization. | The home dashboard will reflect your chosen metrics every time you access the account. |

## How home dashboard customization works

Papo already provides a home dashboard with some ready-made indicators, but you can adapt it to your operation's reality. The process is simple and does not require technical knowledge.

### 1. Understand what each widget offers

Before building your dashboard, it's worth getting to know the main information blocks available:

- **Inbox Summary:** shows in real time how many conversations are open (waiting for service), how many have already been resolved, and how many still do not have an agent assigned. It is ideal for those managing service queues and wanting to prevent conversations from sitting idle.
- **Sales:** displays conversion metrics from the Seller module or Kanban. You can track, for example, how many deals were closed in the month, the total pipeline value, or the conversion rate for the period. It helps keep the team focused on sales goals.
- **CSAT:** brings the average satisfaction score (from 1 to 5) that customers gave to interactions, plus the total number of ratings. It allows you to monitor service quality without having to open the agent report.

### 2. Access the home dashboard and enable editing

As soon as you log in to Papo, the home screen is already the dashboard. To customize it, look for the edit icon — usually represented by a pencil or gear, located in the upper corner of the dashboard. When you click it, the widgets enter edit mode: you can drag them to reorganize the order, remove the ones you don't use, and add new ones.

### 3. Add the widgets that matter to you

With edit mode active, the platform displays a list or a button to add new widgets. Select “Inbox Summary,” “Sales,” and “CSAT” (the names may vary slightly, but the function is the same). Each widget is inserted into the dashboard and immediately starts displaying your account data, respecting the default period (usually the last 7 days).

### 4. Adjust the layout and save

Drag the widgets to the position that makes the most sense for your routine — for example, leave the Inbox Summary at the top if your focus is customer service, or highlight Sales if the priority is commercial. After organizing, save the changes. From that moment on, every time you or any member of your team accesses the account, the home dashboard will display exactly the metrics you defined.

### 5. Monitor and refine

As your operation evolves, you can return to edit mode to change widgets, add new indicators, or restore the original layout. There is no limit to customizations — the dashboard adapts to what you need to measure.

## Who this customization is most useful for

- **Customer service managers** who need to know immediately how many conversations are pending and whether the team is keeping up with demand.
- **Sales leaders** who want to track deal closures and pipeline value without leaving the home screen.
- **Quality supervisors** who monitor the CSAT score to quickly identify drops in satisfaction.
- **Entrepreneurs and business owners** who want an overview of operation performance in one place, without having to generate manual reports.

## Frequently asked questions

### Can I add more than one widget of the same type?

No, it is not necessary. Each widget already consolidates data for the entire account. If you need different views (for example, monthly sales and weekly sales), you can adjust the widget period or use the detailed reports.

### Are the widget metrics updated in real time?

Yes. The Inbox Summary reflects the current status of conversations, and the Sales and CSAT indicators are updated automatically as new interactions and ratings occur.

### Can I remove the default widgets?

Yes. In edit mode, you can delete any widget that does not make sense for your operation, leaving only the ones you actually use.

### Can I set a specific period for the Sales and CSAT widgets?

The widgets usually display a default period (such as the last 7 days). For analyses with a custom range, it is best to use the Reports module, which allows you to filter by exact dates and export the data.

### Do the widgets consider all connected channels (WhatsApp, Instagram, etc.)?

Yes. The Inbox Summary and CSAT metrics include all conversations, regardless of the source channel. The Sales metrics also reflect deals generated on any channel.

### How do I restore the original dashboard layout?

In edit mode, there is usually an option to reset the default layout. If you cannot find it, you can remove the added widgets and manually reorganize the original ones.

## Read also

- [How to customize a productivity report with CSAT metrics and response time](/hc/papo/articles/customize-productivity-report-csat-response-time)
- [How to prioritize unassigned conversations using the inbox summary](/hc/papo/articles/how-to-prioritize-unassigned-conversations-using-inbox-summary)

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