Layouts allow you to customize the look and feel of AV through your control of the elements on dashboard pages.

The default configuration defines a set of layouts. In Settings>Layouts, you may create, edit, and delete Layouts.


When creating a Layout, you:

  1. Assign it a label (i.e. a friendly name);
  2. Optionally assign it to a Group (to keep your Layouts organized);
  3. Optionally assign it an Order (to keep your Layouts organized);
  4. Optionally give it a Description;
  5. Assign it to a page or multiple pages; and
  6. Add Features - pre-packaged widgets that present financial data such as Rollup Profit Panel in the form of lists and graphs