Vlge includes a standard dashboard upon Board member login. When enabled (Vlge Pro Only) you can customize your dashboard - moving components around, resizing, and adding new ones.
👉 You can find the Dashboard link on the left Nav, or for Board members, upon sign in it is the first landing page.
👉 Note the "Dashboards" and "Customize" at the top.
👉 When you click Dashboards, you can see the existing Dashboards (your own/default on top and organization dashboards below)
🎨 Customization & New Dashboard Creation
Click Customize to begin editing the current layout and widgets.
👉 When in Customize Mode, you will see the following in the top right:
When you update/Customize the layout and widgets, you can Save as New (name a new Dashboard) and determine if it will be Private (just for you) or Shared (all eligible users can see it). If you select "Save Shared" you are updating the current shared dashboard for ALL users.
👉 A Widget Catalog appears on the left when you click + Add Widget
Widgets that are already enabled are not selectable, while new ones are available for adding with the plus sign (+).
👉 Example:
⚙️ Configurable Widgets
All widgets have "grab" handles in the top left corner for repositioning, as well as in the bottom right for re-sizing (certain limitations apply per widget).
Certain widgets can be further configured - note the "Edit Buckets" settings in the box below.
🔍 Which Dashboard Appears & When?
On first visit by an eligible board member, the published Organizational dashboard marked as "default" is shown. If no organizational default has been set, then the Vlge default is shown (and a Board Default version is created to save any customizations as the Vlge Default cannot be changed by customization).
When a user visits the Dashboard page and clicks "Dashboards" and selects from the list of dashboards to view, that selection and its layout are saved to the user's organizational-specific preference (as for what to show next login). On future logins, that saved selection is shown, (which is effectively the last dashboard they selected). If they select the Vlge Default in the drop-down, then the Vlge default becomes their saved layout for subsequent logins.
⭐️ Organization Dashboards
You can save a shared dashboard ("Organization Dashboard"), including layout and widget selection, and choose which organizational dashboard you want as the "default". Users can select alternate dashboards OR create their own, but if they select one of your organizational dashboards and you later update it, that will be the layout that loads for them upon the next visit and reload of the dashboard.
🧩 Widgets
Widgets are like puzzle pieces for you to build a dashboard to show information important to you. Examples include Operating Balance, Budget Progress, Group Activity, or other data from your operations.
There are 14 widgets in the catalog, grouped into five categories. Several names adapt to your organization’s terminology (for example, “ACC” may display as “DRB,” and “Violation” may use your custom label). Some widgets only appear when the corresponding feature flag is enabled for your organization.
Overview
Widget | Description | Config? |
Active ACC | Compact stat card showing the count of open ACC/DRB requests (New + Under Review). Subtext shows total submissions. Links to ACC/DRB admin. | No |
Open Violations | Compact stat card showing count of open violations. Subtext shows overdue count; card turns red when any are overdue. Links to Violations. | No |
Access Requests (stat card) | Compact stat card showing pending community access requests awaiting approval. Links to Access Requests admin. | No |
Items Requiring Attention | Banner when action needed: active ACC work, overdue violations, pending access approvals. “All Clear” when none. | No |
Requires feature flags: Active ACC → accRequests; Open Violations → violations
Financial
Widget | Description | Config? |
Financial Performance | Budget vs. actuals for the active budget period (whether calendar or fiscal). Shows revenue and expenses with progress bars, variance amounts, and links to Financial Reports. | No |
Operating Balance | Sum of balances for accounts with the Operating toggle on in Bank Settings (Plaid, WAB, manual). Links to Chart of Accounts. | No |
Accounts Receivable | Unit-level AR from billing summary: total outstanding, total overdue, units with balance, delinquent units. Links to Financials. | No |
Dues Billing | Invoice counts: Sent, Paid, Overdue. Links to Invoices. | No |
To control what appears in Operating Balance, go to Admin → Financials → Bank Settings and use the Operating toggle 
on each Plaid, WAB, or manual account. The widget total updates to reflect only those selected accounts.
Compliance
Widget | Description | Config? |
ACC Request Pipeline | Status breakdown of architectural control requests with counts per status. Default shows all “open” statuses. Links to ACC admin. | Yes |
Violation Tracker | Open violations grouped by status bucket with counts. Default shows New/Open, Pending Resident, Overdue, and Closeout Requested. Links to Violations. | Yes |
Requires feature flags: ACC Request Pipeline → accRequests; Violation Tracker → violations
Community
Widget | Description | Config? |
Access Requests (list) | Full list of up to 5 pending access requests with name and email. Links to Access Requests admin. (Note: separate from the stat card of the same name.) | No |
Board Group Activity | Activity counts for the board group over the last 7 days. Automatically finds the org’s board group. Links to the group when accessible. | Yes |
Support Tickets | Ticket counts: New, Open (anything not final), and Resolved (last 30 days). Links to Tickets admin. | No |
Requires feature flag: Support Tickets → ticketSupport; Board Group Activity → groups
Actions
Widget | Description | Config? |
Quick Actions | Shortcut buttons to common admin tasks in a grid layout. Default shortcuts: New ACC Request, Log Violation, Financial Reports, Manage Users. | Yes |
Configurable Widgets - How to Customize
In Customize mode, configurable widgets show an Edit actions or Edit metrics/statuses button. Configuration is saved with the dashboard layout.
⚡️ Quick Actions
Choose which shortcuts appear and in what order.
Default shortcuts: New ACC Request, Log Violation, Financial Reports, Manage Users
Available shortcuts (subject to feature flags):
Shortcut | Goes to |
New ACC/DRB Request | ACC/DRB admin |
Log Violation | New violation form |
Financial Reports | Financials |
Manage Users | People management |
All Properties | Units list |
Messaging | Messaging |
Meeting Manager | Meeting Manager |
Elections | Elections |
Poll Manager | Polls |
Website Builder | Website Builder |
Board Help | Board Help AI |
Bank Accounts | Financial accounts |
Access Requests | Access Requests admin |
Announcements | Billboard |
Action Checker | Action Checker |
View Groups | Groups manager |
Board Group Activity
Choose which activity metrics to display (last 7 days):
Metric | What it counts |
Posts | Recent group posts (non-archived, top-level) |
Notes | Recent meeting notes |
Emails | Recent group emails |
All Activity | Combined total of posts, notes, and emails |
Default: Posts, Notes, Emails. Add, remove, and reorder via drag-and-drop.
The widget always shows the org’s board group (identified by name or system/board-only flag). Users without board group access see “Board group not accessible.”
ACC Request Pipeline
Choose which ACC statuses appear in the pipeline and their order.
Default: All statuses categorized as “open” (excludes appealed statuses).
Options: Any status defined in your org’s ACC workflow, plus a Completed (all closed) summary row showing the total count of closed requests.
👉 Add statuses from the full list, remove them, and drag to reorder.
Violation Tracker
Choose which status buckets to display and their order.
Bucket | What it includes |
New / Open | Violations in “New” status |
Pending Resident | Awaiting resident response |
Overdue | Past cure-by date, not resolved |
Closeout Requested | Closeout has been requested |
Under Appeal | Under appeal or appeal denied |
Closed | Closed violations |
Default: New/Open, Pending Resident, Overdue, Closeout Requested.
Add, remove, and reorder buckets. Labels use your org’s violation terminology.
General Layout Customization (All Widgets)
Every widget supports:
Add/remove from the widget catalog drawer
Resize within min/max bounds on the dashboard grid
Reposition by dragging on the grid
Widget-specific settings (above) are separate from grid placement and are stored in widgetConfigs on the saved dashboard layout.
⚙️ Dashboard Management (Admins)
Visit Admin Tools ➡ Dashboard Settings
On this page you will see the list of Dashboards for the organization as well as the Vlge Default. The Vlge Default exists as a "reset" and is not edited directly. On first visit to the Dashboard by any member, the Vlge Default is used to create the "[Organization Name] Board Dashboard".
You can create new dashboards and name them here in Dashboard Management. When you visit the Dashboard, select them and then customize from there. The default starting point is always the Vlge Default.