Get the best out of the unified experience
Use these best practices to keep the homepage focused, make navigation more efficient, and maintain a setup that supports your daily work.
The unified experience works best when the homepage highlights what needs attention, supports frequent workflows, and stays aligned with the way your team works.
Keep the homepage focused
A good homepage should help answer the question, “What should I do next?”
Avoid adding too many widgets. Focus on widgets that help you take action, identify risk, monitor key processes, access frequent workflows, and understand exceptions quickly.
Put the most important widgets first
Place the highest-priority widgets at the top of the homepage so the most important information is visible first.
Use this recommended priority order:
- Critical alerts or exceptions
- Quick actions
- Operational metrics
- Reports and charts
- Links and references
Use pinned pages for repeat workflows
Use pinned pages for pages that you visit daily or weekly. This helps reduce scrolling and searching in the navigation.
Good candidates for pinned pages include:
- Customer accounts
- Subscriptions
- Billing
- Payments
- Reports
- Revenue contracts
- Data queries
- Frequently used configuration pages
Use templates for consistency
Templates are useful when multiple users need the same starting point.
Examples of team-based templates include:
- Billing Operations template
- Developer template
- Month-end close template
- Customer support template
- Admin template
Review widgets regularly
Review the homepage periodically and remove widgets that are no longer useful.
Recommended review points include:
- After onboarding
- Before month-end close
- After major process changes
- After adopting a new report
- After team reorganization