Dashboard homescreen / managerbot reorganization

amandaemac

Today my dashboard homescreen has a new box, "Ideas for your Business" (ideas that come from the AI managerbot) which bumps the performance box down below the fold. These ideas are not necessary for my business and don't really make sense for me to implement. But more importantly, it's annoying that I can no longer see my daily performance at a glance. The AI told me there is no way to remove that box or reorganize the homescreen, so I (think I) submitted a feature request. Anyone else have this reorg happen to them and dislike it? Any way to turn it off or switch back to the way it was before?

Stacelyn24

I haven't noticed any changes to my dashboard, but I do have the AI feature and actually use it. Would you mind sharing a screenshot of what your dashboard looks like now? I'm curious to see what's changed and if mine looks the same!

amandaemac

Here's a screenshot. It just started like this today, and I'm curious if I turned on some AI function or switched into some managerbot mode that I didn't mean to. I think I may have triggered it by asking a question. I have used managerbot a few times and do find it useful for some things; I just don't want all of these unnecessary suggestions on my homescreen where the actual helpful numbers used to be!

Stacelyn24

Thanks for sharing the screenshot! I checked my Dashboard again, and mine still shows my usual numbers, even though I use Managerbot too. I did a little digging and found other sellers reporting this newer layout, so I don't think you accidentally activated anything. Square does allow you to pin certain widgets to your homepage, which may help bring your numbers back into view. I couldn't find an option to completely switch back to the old layout, though. I'd definitely ask Square Support if your account can be reverted. I agree, having those numbers front and center is so much more helpful!

Stacelyn24

You can also try pinning your preferred widgets back to your homepage! Just find the widget you want in your Dashboard, hover over it, and select “Pin to home.” Hopefully that helps get your important numbers back where you can easily see them! 😊

amandaemac

Thanks for the suggestions! I don't really understand what a widget is or where to find it, in this context. I asked the AI bot and it also said it didn't know anything about dashboard widgets; only phone widgets. I found those instructions in an online article as well, but I wonder if they're outdated? I don't see the option to "pin" anything to my homepage anywhere in my current dashboard.