This page gives you a real-time snapshot of procurement activity across projects, helping teams quickly understand what’s happening, what’s delayed, and what needs attention.
Purpose
The Dashboard plays a central role in SubBase by surfacing the most time-sensitive order and delivery information so teams can stay proactive without digging into individual records.
Overview
The Dashboard is designed to be the first place you check when you want to understand what’s happening across your projects. It brings together order statuses, delivery timelines, and flagged issues into a single, consolidated view.
Rather than managing procurement one order at a time, the Dashboard helps teams monitor overall momentum, identify risks early, and respond quickly when something needs attention. It reflects live system activity and updates automatically as orders progress.
Who Can Do This
Access to the Dashboard depends on role and company configuration.
In most companies, the Dashboard is available to Admins, Purchasers, and Users who have order visibility. Material Requesters typically do not have access.
Before You Start
Before using the Dashboard effectively, it helps to understand that:
What you see is scoped to the projects and groups you have access to
Counts and lists update automatically based on order and delivery status
Some sections may appear as read-only depending on feature availability
What You Can See and Do in the Dashboard Tab
When you open the Dashboard, you see a high-level summary of procurement activity for a single project or across all projects.
At the top of the page, the Dashboard reflects the currently selected project context. Switching projects updates all data on the screen instantly.
Across the page, you can view:
Summary cards showing how many orders exist in each major status
Lists that highlight deliveries and orders that may need follow-up
Quick entry points into orders or delivery details without navigating away
This layout is designed to feel like a live command center rather than a report.
Order Status Summary
The status summary provides an at-a-glance count of orders as they move through the procurement lifecycle.
Common statuses shown include:
Quoted
Ordered
Shipped
Partially Shipped
Delivered
These counts help teams understand volume and progress without navigating into the Orders tab.
Selecting a status transitions you into the Orders area, filtered to show records in that stage.
Action-Oriented Sections
Below the summary, the Dashboard highlights specific lists that are meant to draw attention.
These sections typically include:
Upcoming Deliveries that are scheduled but not yet received
Delivery Issues where discrepancies or problems have been reported
Unconfirmed Orders that have not yet been acknowledged
Need to Order items that indicate pending procurement work
Some sections may be visible even if they are not yet interactive or actionable. These act as forward-looking indicators of platform direction.
Project Awareness and Filtering
The Dashboard is project-aware by design.
A project selector allows you to:
View activity across all projects at once
Narrow focus to a single project for deeper visibility
The data shown always mirrors your project access and permissions. Changing the project selection updates all summary counts and lists throughout the page.
Icons and Indicators
Throughout the Dashboard, visual indicators help convey status quickly.
You may see:
Status labels that reflect where an order sits in the workflow
Counts that signal volume without opening tables
Clickable rows that open related order or delivery details
These indicators are meant to reduce navigation and keep decision-making fast.
Troubleshooting
I don’t see orders I expect to see
I don’t see orders I expect to see
Dashboard visibility is limited to the projects and groups you have access to. If something is missing, an Admin may need to review group assignments or permissions.
Some sections don’t respond when clicked
Some sections don’t respond when clicked
Certain Dashboard areas may be visible but not yet interactive. These sections are placeholders and do not indicate an error.
FAQs
Is the Dashboard real-time?
Is the Dashboard real-time?
Yes. The Dashboard reflects live order and delivery data as statuses change.
Does the Dashboard replace the Orders tab?
Does the Dashboard replace the Orders tab?
No. The Dashboard is a summary and prioritization tool. Detailed work still happens in the Orders tab.
Best Practices
Check the Dashboard daily to stay ahead of delivery issues
Use project filtering to focus on what matters most right now
Treat flagged sections as early warnings, not just reports
Pair the Dashboard with the Orders tab for quick follow-through