New Feature: Dashboard Sections

We’ve introduced Dashboard Sections in Banner, a new way to organize your projects into custom categories. Each section automatically provides financial subtotals, making it easier to monitor budgets and keep your dashboard organized at a glance. *Some configurations may not support this feature. Please reach out to your Customer Success Manager for questions or to turn on this functionality.

How it works

Dashboard Sections can be added directly from your project dashboard. To create or manage sections, you can:

• Select a single property on your dashboard
• Click the three-dot icon and choose Add Section
• Name your section and click Add Section to save
• Use the Section dropdown to assign new projects
• Reorder sections with the Move Up/Move Down options
• Collapse or expand sections using the eye icon

This update makes it easier to stay organized, visualize financials, and manage your projects with more flexibility.

👉 Read the full guide on Dashboard Sections here