--- title: NEXT Dashboard Overview description: Get a high-level overview of the NEXT Dashboard, including widgets, permissions-based visibility, filtering, and how to customize your layout. --- [Skip to content](https://help.sitezeus.com/next-dashboard-overview#main-content) English Show submenu for translations ![SiteZeus-Logo-MARK.png\]](https://help.sitezeus.com/hs-fs/hubfs/Hubspot%20Assets/SiteZeus-Logo-MARK.png?height=40&name=SiteZeus-Logo-MARK.png) - [Default HubSpot Blog](https://info.sitezeus.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://info.sitezeus.com/blog) - English Show submenu for translations - [Go to SiteZeus.com](https://sitezeus.com/) [Go to SiteZeus.com](https://sitezeus.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center - Build & Sell](https://help.sitezeus.com/?hsLang=en) 2. [Dashboard](https://help.sitezeus.com/dashboard?hsLang=en) # NEXT Dashboard Overview ## The Dashboard provides a high-level, real-time view of your operational data through configurable widgets. It is designed to surface key insights at a glance while allowing each user to tailor the layout to their role and responsibilities. #### **Platform Context: NEXT vs Classic** As part of the ongoing platform migration: - **Build module widgets** live on the **NEXT Dashboard** - **Sell module widgets** will remain temporarily on the **Classic Dashboard** This separation ensures data accuracy while migration is in progress. --- #### **Permissions-Based Visibility** All dashboard widgets are **permissions-driven**. Users will: - Only see widgets they have access to - Only see data within widgets that aligns with their permissions If a widget or data point is not visible, it is likely due to permission settings. --- ### **Dashboard Widgets Overview** There are **nine total widgets** available across the Dashboard. Availability may vary depending on permissions and licensed modules. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-11-47-6844-PM.png?width=670&height=317&name=image-png-Jan-19-2026-09-11-47-6844-PM.png) #### **1. My Tasks Due** The **My Tasks Due** widget shows the number of tasks assigned to you, either as a Contact or through a Team Member Role, due within the selected date range. #### Features - A **calendar icon** allows you to adjust the due date time range - Clicking the number in the widget takes you to the **Timeline Tasks tab in the ZeusHub**, filtered by the selected date range ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-13-15-3670-PM.png?width=662&height=237&name=image-png-Jan-19-2026-09-13-15-3670-PM.png) #### **2. Site Schedules** The **Site Schedules** widget provides a snapshot of how site timelines are tracking compared to planned completion or opening dates. Supported timeline types include New Development, Renovation and ReOpen types.  #### Status Definitions - **On Track (Green)** Estimated completion/opening date is **before or equal to** the planned date - **In Danger (Yellow)** Difference between estimated and planned dates is **30 days or less** - **In Danger (Red)** Difference is **greater than 30 days** #### Navigation - Clicking the **number in the center** takes you to the unfiltered **Sites Grid** - Clicking any **colored segment** takes you a filtered Development Report View by schedule status > ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-18-52-3472-PM.png?width=670&height=352&name=image-png-Jan-19-2026-09-18-52-3472-PM.png) #### **3. Next Projects to Open** The **Next Projects to Open** widget provides a detailed, forward-looking view of sites expected to open soon. #### Configuration Options - Include or exclude Development, Renovation and/or ReOpen Timeline Types. - Filter by specific **Timeline Templates** - Filter by date range: Next 3, 6 or 12 months, remainder of the year or next year. #### Displayed Data - Site name (clickable) - Associated company (hover to view details) - Current phase - Current milestone - Estimated open date - Planned open date - Deviation (difference between estimated and planned dates) - Number of incomplete tasks Clicking the **site name** opens the site directly. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-20-24-0538-PM.png?width=670&height=331&name=image-png-Jan-19-2026-09-20-24-0538-PM.png) #### **4. Goals vs Estimated Openings** The **Goals vs Estimated Openings** widget allows users with select permissions to define and track opening goals. #### Supported Goal Types - By **Concept** - By **Year** or **Quarter** - Separate goals for: - Franchise openings - Corporate openings These goals are automatically compared against **estimated opening dates**, allowing you to see how projected timelines align with organizational targets. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-25-13-9625-PM.png?width=661&height=367&name=image-png-Jan-19-2026-09-25-13-9625-PM.png) ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-25-37-8327-PM.png?width=662&height=174&name=image-png-Jan-19-2026-09-25-37-8327-PM.png) #### **5. Sites by Concept** The **Sites by Concept** widget displays a donut-style or bar chart showing site distribution by concept. #### Navigation - Clicking the **number in the center** opens the unfiltered Sites Grid - Clicking a **pie slice** opens the Sites Grid filtered by the selected concept ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-27-15-8983-PM.png?width=300&height=303&name=image-png-Jan-19-2026-09-27-15-8983-PM.png)![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-27-33-1676-PM.png?width=303&height=304&name=image-png-Jan-19-2026-09-27-33-1676-PM.png) #### **6. Sites by Phase** The **Sites by Phase** widget shows where sites are currently positioned within their timelines, displayed as either a donut style or bar chart.  #### Navigation - Clicking the **total number** opens the Sites Grid - Clicking a **phase name** opens a filtered Development Report grouped by that phase > ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-31-41-1470-PM.png?width=310&height=306&name=image-png-Jan-19-2026-09-31-41-1470-PM.png)![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-32-01-9622-PM.png?width=307&height=308&name=image-png-Jan-19-2026-09-32-01-9622-PM.png) > > --- #### **Dashboard-Level Filtering** At the top of the Dashboard is a **Concept filter**. - Select one or more concepts - All widgets update automatically based on the selected concepts --- #### **Customizing Your Dashboard** Dashboard widgets allow you to customize your homepage to display the information most relevant to your workflow. You can add, remove, rearrange, and resize widgets to create a personalized view of your data. #### Adding Widgets To add a widget to your dashboard: 1. Click the **three-dot menu** in the top-right corner of the dashboard 2. Select **Add Widget** 3. Search or scroll through the list of available widgets 4. Select the widget you’d like to add and click **Add** Once added, you’ll be returned to the dashboard with the new widget displayed. #### Rearranging & Resizing Widgets You can organize your dashboard layout by: - *Rearranging widgets***:** Click and drag a widget to reposition it on the dashboard - *Resizing widgets***:** Click and drag the edges or corners to adjust the size This flexibility allows you to prioritize the information that matters most. #### Removing Widgets To remove a widget from your dashboard, click the **“x” icon** in the top-right corner of the widget. This will remove it from your view but does not delete any underlying data. When finished, click the **three-dot menu** again and select **Exit layout edit**. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-09-36-20-0441-PM.png?width=670&height=351&name=image-png-Jan-19-2026-09-36-20-0441-PM.png) --- #### **Need Help?** If you have questions about the Dashboard, widget visibility, permissions, or Collect-related widgets, please contact Support for assistance. - [Dashboard](https://help.sitezeus.com/dashboard?hsLang=en) - [Sales](https://help.sitezeus.com/sales?hsLang=en#main-content) - [Outlook Integration](https://help.sitezeus.com/sales?hsLang=en#outlook-integration) - [FDDs](https://help.sitezeus.com/sales?hsLang=en#fdds) - [Timeline](https://help.sitezeus.com/sales?hsLang=en#timeline) - [Lead Management](https://help.sitezeus.com/sales?hsLang=en#lead-management) - [Email Campaigns](https://help.sitezeus.com/sales?hsLang=en#email-campaigns) - [Sales Timeline](https://help.sitezeus.com/sales?hsLang=en#sales-timeline) - [Lead Correspondence](https://help.sitezeus.com/sales?hsLang=en#lead-correspondence) - [CRM Settings](https://help.sitezeus.com/sales?hsLang=en#crm-settings) - [Sites](https://help.sitezeus.com/sites?hsLang=en#main-content) - [Sites](https://help.sitezeus.com/sites?hsLang=en#sites) - [Site Map](https://help.sitezeus.com/sites?hsLang=en#site-map) - [Overview](https://help.sitezeus.com/sites?hsLang=en#overview) - [Widgets](https://help.sitezeus.com/sites?hsLang=en#widgets) - [Seeds](https://help.sitezeus.com/seeds?hsLang=en) - [Projects](https://help.sitezeus.com/projects?hsLang=en#main-content) - [Timeline](https://help.sitezeus.com/projects?hsLang=en#timeline) - [Locations](https://help.sitezeus.com/locations?hsLang=en) - [Contacts](https://help.sitezeus.com/contacts?hsLang=en) - [Companies](https://help.sitezeus.com/companies?hsLang=en#main-content) - [Franchise Agreements](https://help.sitezeus.com/companies?hsLang=en#franchise-agreements) - [Reports](https://help.sitezeus.com/reports?hsLang=en) - [Assessments](https://help.sitezeus.com/assessments?hsLang=en) - [Notifications](https://help.sitezeus.com/notifications?hsLang=en) - [Administration](https://help.sitezeus.com/administration?hsLang=en#main-content) - [Permissions](https://help.sitezeus.com/administration?hsLang=en#permissions) - [Custom Fields](https://help.sitezeus.com/administration?hsLang=en#custom-fields) - [Users](https://help.sitezeus.com/administration?hsLang=en#users) - [Select Lists](https://help.sitezeus.com/administration?hsLang=en#select-lists) - [Master Timeline Templates](https://help.sitezeus.com/administration?hsLang=en#master-timeline-templates) - [Blackout Dates](https://help.sitezeus.com/administration?hsLang=en#blackout-dates) - [Settings](https://help.sitezeus.com/administration?hsLang=en#settings) - [Documents](https://help.sitezeus.com/administration?hsLang=en#documents) - [Release Notes](https://help.sitezeus.com/release-notes?hsLang=en#main-content) - [2022](https://help.sitezeus.com/release-notes?hsLang=en#2022) - [2024](https://help.sitezeus.com/release-notes?hsLang=en#2024) - [2023](https://help.sitezeus.com/release-notes?hsLang=en#2023) - [2020](https://help.sitezeus.com/release-notes?hsLang=en#2020) - [Default HubSpot Blog](https://info.sitezeus.com/blog) [![](https://help.sitezeus.com/hs-fs/hubfs/SZ%20logo-1.png?width=463&height=463&name=SZ%20logo-1.png)](http://sitezeus.com) Welcome to the SiteZeus Help Center Copyright © 2026, SiteZeus