The story
Admins open the dashboard first every day. When it shows the wrong cards or links, work starts slower. The home screen needed to follow each organization’s settings instead of one fixed layout for everyone.
Configurable dashboard
Each lender’s home dashboard follows their settings, including which cards show and where they link.
The problem
Every organization wanted a slightly different home screen. Changing a card or a link meant an engineering release. Lenders waited, and the default dashboard did not match how they worked.
What changed
Each organization gets its own dashboard setup. Cards can open loans, customers, or reports, not only show a number. Number formatting was cleaned up so big values stay easy to scan.
How it was built
The dashboard was treated as a configurable home, not a static poster. The useful change was letting each lender shape what greets their team, and making cards doors into work instead of dead stats.
Outcome
- Organizations can shape their home screen without waiting on a full release for every change.
- Cards can open the related work, not only show a number.
- The dashboard stays readable as numbers grow.