The Customize Layout option lets you customize the Dashboard screen, Forecast screen, and Deals screen. You can click the Customize Layout tab to open the CUSTOMIZE LAYOUT dialog box and keep or remove the columns or sections that appear on the screens. You can also drag the dashboard sections inside the CUSTOMIZE LAYOUT dialog box to change the sequence of the dashboard sections in which they appear on the Dashboard screen. There is a default sequence that you can use by clicking Restore Default in the CUSTOMIZE LAYOUT dialog box.

Customizing Dashboard screen

1.  Click Customize Layout on the right-hand side top, below the profile section.
   
   
2. Select any grid, move up or down, and drop to change the sequence of the respective sections on the Dashboard.      
3. Hover against any grid and click the subtract icon (-) to hide the respective sections from the Dashboard screen.
   
   
4. After any changes, if you want to restore the default view, click Restore Default.
5.  Click Save to save the view 

Customizing Forecast screen

1. On the right-hand side top, below the Profile section, click Setting icon >
   Customize Layout.
   
   
2. Select any block, move toward left or right-hand side, and drop to change the sequence of the respective columns on the Forecast screen.
   
   
3.  Hover against any block and click the subtract icon (-) to hide the respective columns from the Forecast screen.
   
4.  After any changes, if you want to restore the default view, click Restore Default.
5. Click Save to save the view.

Customizing Deals screen

1. On the right-hand side top, below the Profile section, click Setting icon >
   Customize Layout.
   
2. Select any block, move toward left or right-hand side, and drop to change the sequence of the respective columns on the Deal screen.
   
3. Hover against any block and click the subtract icon (-) to hide the respective columns from the Deal screen.
   
   
4. After any changes, if you want to restore the default view, click Restore Default.
5. Click Save to save the view.