Understanding your home screen in Advvy — what you see, what it means, and how to make it yours.
What is the Dashboard?
The Dashboard is the first thing you see when you log into Advvy. It gives you a quick snapshot of your active campaigns, pending tasks, recent activity, and key metrics — all in one place. Think of it as your daily briefing before you dive into the detail.
Where to find it
Home screen (auto-loads on login)
Who sees it
All users — content adjusts to your role
Personalisation
Yes — widgets can be rearranged
Refresh
Auto-refreshes on each login
What You'll See on Your Dashboard
The dashboard is made up of widgets. Each widget shows a different piece of information.
Depending on your role and permissions, you may see some or all of the following widgets:
My Active Campaigns
Campaigns you're currently working on, with status and dates
Pending Workflow Items
Tasks waiting for your action — approvals, reviews, sign-offs
Recent Activity
A feed of recent changes across campaigns you're involved in
Key Metrics
Summary spend figures, campaign counts, or performance indicators
? Tip: If a widget looks empty, it usually means you haven't been added to any active campaigns yet. Check with your team lead if you're expecting to see data.
How to Personalise Your Dashboard
Make the dashboard work for you by rearranging the widgets to suit your daily workflow.
1
Go to your Dashboard
Click Home in the left-hand menu, or simply log in — the dashboard loads automatically.
? SCREENSHOT REQUIRED — Location: Dashboard home screen. Caption: The default dashboard layout with all standard widgets visible.
2
Enter personalisation mode
Click the Personalise or Edit Dashboard button (usually in the top-right corner of the dashboard area).
? SCREENSHOT REQUIRED — Location: Dashboard top-right. Caption: The Personalise/Edit button highlighted.
3
Drag and drop widgets
Click and hold any widget to move it to a new position on the dashboard. Drop it where you'd like it to appear.
4
Save your layout
Click Save to keep your new layout. Your personalised dashboard will load every time you log in.
? Tip: Your personalised layout is saved to your user profile — it won't affect what other users see on their dashboards.
Key Takeaways
1
The Dashboard is your daily starting point. It loads automatically when you log in and shows you what needs attention.
2
Widgets are role-aware. What you see depends on your role and which campaigns you're assigned to.
3
You can personalise your layout. Drag and drop widgets to match your daily workflow — your changes are saved to your profile.
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