Home

The Home page is your command center in Last Mile Intelligence. It displays customizable analytics blocks—charts, metrics, and KPIs—that provide at-a-glance visibility into key business data. Each user can personalize their home page layout while administrators can set organization-wide defaults.

Overview

Home provides a personalized workspace where you can:

• View key metrics through configurable analytics blocks (charts, KPIs, trends)
• Customize your layout by adding, removing, and arranging blocks
• Filter across all blocks to focus on specific data segments
• Save filter views for quick access to common perspectives
• Share layouts by setting organization defaults (administrators)

Tip

Press R on any page to refresh data. This keyboard shortcut works throughout the application.

Accessing Home

Click Home in the main navigation sidebar, or navigate to the application root URL.

Home is the default landing page after signing in. You’ll be redirected here after authentication completes.

Dashboard Layout

The home page displays blocks in a responsive grid layout:

• Desktop (XL): 3 columns
• Tablet (LG): 2 columns
• Mobile: 1 column

Blocks automatically resize to fit the grid. Each block maintains consistent height for a clean visual layout.

Empty State

If no blocks are configured on your home page (or the organization default), you’ll see an empty dashboard. Enter Edit Mode to add blocks.

Block Types

Home supports the same visualization blocks available in Analytics dashboards:

Block Type	Description
Bar Chart	Vertical bars for comparing values across categories
Line Chart	Trend lines for time-series data with multiple metrics
Pie Chart	Proportional segments showing distribution
Area Chart	Filled line charts for cumulative or stacked values
Funnel Chart	Progressive stages with conversion visualization
Mini Bar Charts	Compact dual-metric comparison view
Text Field	Static or dynamic rich text content

Note

Blocks are configured in Settings. See Blocks for configuration details.

Filtering Data

The filter bar appears below the page header and allows you to filter data across all blocks simultaneously.

Available Filters

Filter options depend on which blocks are on your home page and their configured global lookups. Common filters include:

• Organization
• Status
• Assignee
• Team
• Labels
• Task Type
• Due Date
• Product Type
• Lead Source
• Brand
• Sales Rep
• Departments

How Filters Work

1. Click Add Filter in the filter bar
2. Select a filter type from the dropdown
3. Choose one or more values
4. All blocks with matching global lookups update automatically

Filters are applied to all blocks that have opted into the corresponding lookup type. Blocks without the matching lookup configuration are unaffected.

Removing Filters

Click the X on any active filter chip to remove it, or click Clear All to reset all filters.

Saved Views

Save filter combinations as named views for quick access to common perspectives.

Saving a View

1. Configure your desired filters
2. Click the menu button (three dots) next to the page title
3. Select Save View
4. Enter a name for the view
5. Optionally set as your default view

Switching Views

Click the menu and select from your saved views to instantly apply that filter combination.

Managing Views

• Set as Default: Makes the view load automatically when you visit Home
• Delete View: Removes the saved view (available in the menu)

Customizing Your Home Page

Personalize your home page by adding, removing, and arranging blocks to match your workflow.

Entering Edit Mode

1. Click the menu button (three dots) next to the page title
2. Select Edit Layout

Note

The Edit Layout option requires the PAGE_EDIT role. Contact your administrator if you don’t see this option.

Adding Blocks

In Edit Mode:

1. Click the Click to Add Block placeholder tile
2. A sheet opens showing available blocks
3. Select a block to add it to your layout

Blocks are filtered by your security access—you’ll only see blocks whose datasets you have permission to view.

Arranging Blocks

Drag blocks to reorder them:

1. Hover over a block to see the drag cursor
2. Click and drag the block to a new position
3. Release to drop the block in place

Blocks snap to grid positions automatically.

Removing Blocks

1. Hover over the block you want to remove
2. Click the action menu (three dots) in the top-right corner
3. Select Remove

Caution

Removing a block from your home page does not delete the block itself. The block remains available in Settings and can be added again later.

Saving Your Layout

Click Save Layout to persist your changes. This creates (or updates) your personal home page.

• If you don’t have a custom home page, one is created for you
• If you already have a custom home page, it’s updated with the new layout

Canceling Changes

Click Cancel to discard all changes and exit Edit Mode. Your layout reverts to the last saved state.

Resetting to Default

If you’ve customized your home page and want to return to the organization default:

1. Click the menu button (three dots)
2. Select Reset to Default
3. Confirm the action in the dialog

Caution

This removes your personal home page customization. You’ll see the organization default layout instead.

The Reset to Default option only appears if you have a custom layout. If you’re already viewing the organization default, this option won’t be shown.

Setting the Organization Default (Administrators)

Administrators can set the current layout as the organization-wide default:

1. Enter Edit Mode and arrange blocks as desired
2. Click Save as Default
3. Confirm the action

This updates the default layout for all users in your organization who don’t have a custom home page.

Note

Users who have already customized their home page will not see your changes. They must Reset to Default to pick up the new organization layout.

Editing Blocks

To edit a block’s configuration (data source, chart type, colors, etc.):

1. Double-click the block title
2. The block editor opens in a side panel
3. Make your changes and save

This opens the same block editor available in Settings. Changes affect the block everywhere it’s used.

Relationship to Analytics

Home uses the same block system as Analytics dashboards:

┌─────────────────────────────────────────────────────────────┐
│                        Datasets                              │
│            (SQL queries that retrieve data)                  │
└─────────────────────────────────────────────────────────────┘
                              │
                              ▼
┌─────────────────────────────────────────────────────────────┐
│                         Blocks                               │
│         (Visualization components: charts, text)             │
└─────────────────────────────────────────────────────────────┘
                              │
              ┌───────────────┴───────────────┐
              ▼                               ▼
┌─────────────────────────┐     ┌─────────────────────────────┐
│          Home           │     │     Analytics Dashboards     │
│  (Personal dashboard)   │     │   (Shared dashboards)        │
└─────────────────────────┘     └─────────────────────────────┘

Blocks created in Settings can be added to both Home and Analytics dashboards. Changes to a block are reflected everywhere it’s used.

Security and Access

Block Visibility

Blocks on Home respect dataset security groups:

• You only see blocks whose datasets you have permission to access
• If you lose access to a dataset, the block disappears from your view
• When adding blocks in Edit Mode, unavailable blocks are filtered out

Layout Permissions

Action	Required Role
View Home	Any authenticated user
Edit Layout	PAGE_EDIT
Save as Default	PAGE_EDIT
Reset to Default	PAGE_EDIT

Best Practices

Designing Your Home Page

• Start with the default and customize incrementally
• Focus on most-used metrics that you check daily
• Limit blocks to 4-6 for optimal loading performance
• Group related metrics together spatially

Using Filters Effectively

• Create saved views for different contexts (e.g., “My Team”, “This Week”, “Critical Issues”)
• Set a default view that matches your most common perspective
• Use date filters to limit data to relevant time periods

Performance Tips

• Fewer blocks = faster loading
• Blocks with complex queries take longer to render
• Filters reduce the data processed, improving performance

Troubleshooting

No Blocks Visible

Cause	Solution
No blocks configured	Ask an administrator to set up the organization default
Security access	Check that you have access to block datasets
Filters hiding data	Clear all filters to see if blocks appear

Block Shows “Loading” Indefinitely

Cause	Solution
Slow dataset query	Wait longer, or contact admin to optimize the query
Database connectivity	Refresh the page; check network connection
Query error	Check browser console; report to administrator

Missing Filter Options

Cause	Solution
No blocks with that lookup	Add blocks that support the filter type
Global lookups not configured	Configure lookups on blocks in Settings

Layout Not Saving

Cause	Solution
Missing permission	Ensure you have the PAGE_EDIT role
Network error	Check connection and try again
Server error	Refresh and retry; contact support if persistent

Reset to Default Missing

Cause	Solution
No custom layout	You’re already viewing the organization default

Edit Layout Missing

Cause	Solution
Missing permission	Request the PAGE_EDIT role from your administrator