• 1. Summary
• Home-Desktop
• Why Personalization Matters
• Best Practices for Home-Desktop Design
• Moving Forward
• 2. Step by Step Guide
• 3. Documentation

1. Summary

Home-Desktop

The Home-Desktop is the first screen a user sees after logging in. It sets the tone for the entire user experience and can be much more than a static welcome page.

By designing it as a personalized dashboard, you can turn it into a productivity hub that gives each user immediate access to the information and actions most relevant to them.

Why Personalization Matters

In complex ERP applications, users often switch between many modules and datasets. A personalized dashboard streamlines this by presenting role-specific data, frequent actions, and progress indicators directly on the home screen. This reduces navigation time, increases engagement, and helps users focus on what matters most.

Benefits for Users

• Faster access to relevant data and tools.
• Clear overview of priorities and progress.
• Reduced effort to find or start key tasks.

Benefits for Organizations

• Higher adoption and satisfaction rates.
• Improved efficiency and accuracy.
• Alignment between user activity and organizational goals.

Best Practices for Home-Desktop Design

When configuring the Home-Desktop, consider the following:

1. Prioritize key information above the fold to make it instantly visible.
2. Balance data and actions so users can see insights and act immediately.
3. Tailor content by role or workflow to keep it relevant.
4. Keep the layout uncluttered with logical grouping of elements.
5. Highlight goals and KPIs to track progress visually.
6. Allow user customization where appropriate.
7. Ensure responsive design across devices.

Moving Forward

Treat the home screen as an evolving asset, not a static design. Monitor how users interact with it, gather feedback, and adjust content or layout as workflows change.

A thoughtfully designed personalized dashboard turns the first screen after login into a productivity hub — helping every user start their day with clarity and focus.

2. Step by Step Guide

First you need to create a Menu structure and an Actions to set the screen into your application.

You can individualize your home screen via No-Code, following are the steps described:

• Create your own new Home Desktop Screen
• Add the SimpleSwatHTMLContainerPanel to your home screen in the designer
• Make sure that the attribute Template is filled with the value home-desktop-template
• Add the ClientDSO to your home screen
• Connect the ClientDSO with the SimpleSwatHTMLContainerPanel by a display link
• Now you can edit the content of this Panel by a TextEditor. To do this, go to Screen Tenant Details (should be available in the menu structure Manage→Tenant Details)
• Beschreibung is the Headline in the homescreen
• Textmodule Mandantentext is the content of the homescreen. Also images can be included there
• The Images Mandanten-Bild and Mandanten-Logo will also be displayed in the home screen

3. Documentation

To find more information and all the possibilities available, you can check the following documentation.

Screen

Object Designer

Create a Home Screen

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