> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keystoneb2b.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Customize your Keystone B2B dashboard widgets and layout.

<Note>
  **Who this is for:** Brand users, reps, and account (buyer) users. Available widgets differ by role.
</Note>

The dashboard is fully customizable. Each user controls their own widget selection, order, and size.

## Customizing your layout

1. Click **Customize** in the top-right corner of the dashboard.
2. In the panel that opens:
   * **Toggle** widgets on or off with the switch next to each name.
   * **Drag** the grip handle to reorder widgets top to bottom.
   * Use **Move to top** or **Move to bottom** for quick placement.
3. On the dashboard itself, drag a widget by its header to reposition it on the grid, and resize from the bottom-right corner.
4. Click **Save layout** to confirm.

Click **Reset to default layout** in the customizer to restore the original arrangement for your role.

## Widgets for brand users and reps

| Widget                                  | Description                                                  |
| --------------------------------------- | ------------------------------------------------------------ |
| Invoiced Sales Current Month            | Invoiced sales vs. monthly forecast                          |
| Invoiced + On Order Sales Current Month | Combined invoiced and on-order vs. forecast                  |
| On Order Sales Current Month            | Dollar value of sales on order vs. forecast                  |
| YTD Invoiced Sales                      | Year-to-date invoiced sales with YoY % change                |
| Reps Forecasted to Hit Current Month    | Reps on pace to hit monthly forecast (brand only)            |
| Sales Trend Chart                       | Line chart of invoiced and on-order sales over time          |
| Rep Sales Matrix                        | Month-by-month sales per rep with CSV export                 |
| Order Follow-Up Required                | Accounts that need a new order based on ordering patterns    |
| At-Risk Accounts                        | Accounts with declining sales or no recent activity          |
| Top Performing Accounts                 | Horizontal bar chart of highest YTD revenue accounts         |
| Year-over-Year Sales                    | Monthly comparison of this year vs. last year                |
| Open Orders Summary                     | Count and total value of unfulfilled sales orders            |
| Commissions MTD                         | Month-to-date net sales and commission payouts               |
| Top Product Types                       | Invoiced sales breakdown by product type                     |
| Account Status Breakdown                | Accounts by Growing, Shrinking, or Inactive                  |
| New Accounts This Month                 | Customers who placed their first order this month            |
| Sales Territory Map                     | Interactive map of customer locations by rep territory       |
| Top SKUs                                | Best-selling SKUs month-to-date                              |
| Shrinking Accounts                      | Accounts whose YTD sales trail last year's YTD               |
| Top Accounts Missing Bookings           | Accounts with gaps in prebook commitments                    |
| D2C Top Sellers                         | Brand-supplied direct-to-consumer bestsellers (last 30 days) |

## Widgets for account (buyer) users

| Widget                    | Description                                              |
| ------------------------- | -------------------------------------------------------- |
| Top SKUs — Last 12 Months | Your most-ordered products by amount                     |
| Sales Trend               | Last 3 months, current month, and next 5 months of sales |
| Outstanding Invoices      | Unpaid invoices sorted by due date                       |
| Unfulfilled Orders        | Open sales orders awaiting fulfillment                   |
| D2C Top Sellers           | Brand-supplied D2C bestsellers                           |

## Tips

* Widgets you disable are hidden but can be turned back on at any time.
* Larger widgets (charts, tables) work best at full width.
* Territory Map includes layer toggles on the tile; open the full report for filters and settings.