The dashboard visual is as shown in the image below. Click on the company logo in the top left corner to access the dashboard at any time.
(A) The calendar allows you to visualize all the upcoming actions for the week.
You can change the week by clicking on the arrows in the upper right corner. Besides, the circle in the center of the arrows allows you to go back to the current week.
The projects are accessible directly in the calendar by selecting the right one. In addition, project follow-ups and daily reports can be completed and verified in the calendar when they have already been created in the project.
(B) To add a new task, click on Task in the upper right corner. Several options can be included such as the task’s name, notes, attached files, the assignment to an employee and the deadline.
As soon as the task is created in the quote section, it will be added to the complete list of tasks in the dashboard.
To view all tasks, click on All at the top right. Also, the Completed tasks section can be consulted at the bottom of this page.
(C) This section lists all current daily reports for ease of reference. If you have any questions, please refer to the Daily reports section below.
The Daily report box provides access to all open work orders. If the work order doesn’t appear in the list, click on Check out the complete list. The link will redirect you to the Work orders section.
Sales and production overview
The sale and production overview for all projects is represented in a respective graph. The sales are illustrated by the curves of quotes submitted and quotes won while the production is illustrated by the curves of open work orders and project executions in progress.
(D) It’s possible to modify the time period above the graph. Several are available including the current year, every 12 months, last month and last week. Moreover, there are five bar charts that allow you to visualize all of the main functions using different colors. These diagrams are a practical tool that helps to synthesize information about the projects untaken by the company while imaging the process from the creation of the project to its invoicing in real time. It’s possible to click on Closed, Canceled or All at the bottom of each diagram to access all the data related to the diagram in question.
