Fully Customizable Report Dashboard
Make the new report dashboard fully customizable. Users should be able to choose exactly which metrics and widgets appear on their dashboard, rather than being locked into a fixed layout. Specifically:
Users can select which data points are shown (e.g. gross production, net production) and at which level (practice-wide, individual provider, or both).
Users can add, remove, and reorder dashboard widgets/sections to match what matters most to them.
Selected layout and preferences persist per user, so the dashboard stays customized across sessions rather than resetting to default.
Goal: let each user build a dashboard view tailored to their role, instead of a one-size-fits-all report.
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Dima Shchegolev
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