For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/general/overview-panel.md.
  • English

      • Where did the Clickmax Overview go?

      The Overview is now the Default dashboard, inside Dashboards. Click Dashboards in the main menu: it is the first card in the list, with the same summary of funnel, sales, opportunities, traffic and automations.

      Next to it is the New dashboard card, to build other boards with the numbers you want to track.

      Each part of the old Overview became a widget: you can remove, reorder and resize them, and each one is also under Add widget → Overview to use on other dashboards. See Dashboard and reports.

      If it didn't work

      • Does a widget show the no-access notice? Your role is missing that area's permission (for example, Vendas (Sales) for the funnel): see no permission.
      • In the wrong account or project? See how to create and switch projects.