🏠 Your Chariot Home Screen just leveled up

Widgets now replace the “classic” home screen.

The big change: each widget is now tagged by category — Sales, Finances, Operations, Management, Personal. Users only see widgets matching every tag they have access to, managed under Company > Settings > By Role. Translation: everyone's homescreen matches their actual job.

A few things worth knowing:

• Access is getting more precise. Today, New Inbound Leads, and Ready to Book used to be visible to everyone. New Leads by Source, Actual Revenue by Charge Category, Estimated vs. Actual Revenue, Conversion Rate, and Revenue Comparison were visible to anyone with "View main charts." All of these are now individually tagged, so access may be tighter than before — worth checking if your team relies on them.
• Everything's customizable now. A few widgets used to be locked in place. Now every widget, old and new, can be added, removed, and reordered.
• Never touched widgets before? You're auto-backfilled onto a default setup that now respects role permissions.
• Already set up your widgets? Nothing changes for you — but take a look, there's new stuff worth adding.

To customize: hit +Widget, check the boxes you want, drag to reorder. Greyed out means your role doesn't have access — ask your manager or account owner to update it under Settings > By Role.