HomeBlogs

How to Personalize Your Homepage in Horilla CRM

CRM

May 29, 2026

how-to-personalize-your-homepage-in-horilla-crm

Every time a user logs into Horilla CRM, the first thing they see is the home page. By default, this page provides a quick overview of key CRM data — total records across modules, charts, and summary lists — so users can immediately understand the current state of the CRM without navigating elsewhere.

Thank you for reading this post, don't forget to subscribe!

While this default view works well as a general starting point, different users often have different priorities. A sales manager may want to see pipeline performance immediately after logging in, while a campaign manager may prefer campaign conversion metrics. Horilla CRM allows users with dashboard permissions to replace the default home page with any dashboard they create themselves.

This guide explains how to set up a custom dashboard as your default home page.

The Default Home Page

When a user logs in for the first time, the home page displays a system-level CRM overview. This includes:

A welcome message with the user’s name
Summary cards displaying total counts for Accounts, Campaigns, Contacts, Leads, and Opportunities
Charts and record lists showing CRM activity across modules
A time period selector at the top-right for filtering displayed data

This default page is the same for all users unless they configure a custom dashboard as their home page.

Navigating to the Dashboards Section

To change the default home page, navigate to the Dashboards section. You can access it in two different ways.

From the Home Page

Click the View All Dashboards button at the top-right of the default home page.

Click the Analytics icon from the left sidebar, then choose Dashboards.

Both methods open the Dashboards list view.

The Dashboards List

The Dashboards list displays all dashboards available to the user. Each row includes:

Dashboard Name
Description (optional)
Folder
Is the default toggle
Actions

A sidebar on the right side of the page provides quick access to:

All Dashboards
All Folders
Favourites

At the top-right corner of the page, two buttons are available:

New Dashboard — Create a dashboard
New Folder — Organise dashboards into folders

Creating a Dashboard for Use as the Home Page

If no dashboard exists yet, create one by clicking New Dashboard. After creating it, open the dashboard and add the components you want displayed when logging in.

Dashboards can contain:

Charts
KPI cards
Record summaries
Lists
Other analytics components

This enables users to build a workspace customized to their responsibilities and priorities..

This guide focuses only on setting a dashboard as the home page. Dashboard creation and component configuration are covered separately.

Setting a Dashboard as Your Default Home Page

Once the dashboard is ready, return to the Dashboards list.

Find the dashboard you want to set as your home page. In the Is Default column, enable the toggle for that dashboard.

After enabling the toggle:

The selected dashboard becomes your personal default home page
Navigating to the home page opens that dashboard directly
The system overview is no longer shown to you by default

What Changes After Setting a Default

After enabling the Is Default toggle:

Your home page displays the selected dashboard and its components
The system-level overview has been replaced for your account
Other users continue seeing the standard overview unless they set their own default dashboard
All dashboards and the original overview remain accessible through the Analytics section

The default home page setting is personal to each user and does not affect anyone else.

Changing the Default Home Dashboard

You can update the default home page anytime by selecting a different dashboard.

To switch to another dashboard:

Open the Dashboards list
Find the new dashboard
Enable its Is Default toggle

Only one dashboard can be the default at a time. Enabling a new default automatically removes the previous one.

Key Points to Remember

The default home page initially shows a system-wide CRM overview
Users with dashboard permissions can set a custom home page
Dashboards can be accessed either from the home page or through the Analytics section in the sidebar.
Enabling the Is Default toggle makes a dashboard the personal home page
This setting applies only to the currently logged-in user.
The default dashboard can be changed anytime

Setting a custom default home page in Horilla CRM helps users start their workday with the information most relevant to them. Instead of opening a generic overview, users can immediately access the dashboards, charts, and metrics that support their role and workflow. With a simple toggle in the Dashboards list, any dashboard can become a personalized landing page for a faster and more focused CRM experience.

Horilla CRM Editorial Team Author

Horilla CRM Editorial Team is a group of experienced CRM practitioners, revenue operations specialists, and SaaS product analysts who are passionate about CRM software. We have a deep, practical understanding of the customer relationship landscape — from pipeline management and lead nurturing to sales automation and customer retention — and are committed to providing our readers with the most up-to-date and actionable content. We have written extensively on a variety of CRM software topics, including sales pipeline tools, contact management systems, marketing automation platforms, and customer success software. Our reviews and guides are grounded in real-world usage across SMB and enterprise environments. We are always looking for new ways to share our knowledge with the sales and RevOps community. If you have a question about our CRM software, please don't hesitate to contact us.