Navigating the Dashboard

The dashboard is the central hub where you can monitor the overall health and performance of your business operations.

Tip: Customize Your Dashboard for Efficiency

To make the most out of your dashboard experience, consider customizing it according to your specific needs. Hide or unhide sections that are not relevant to your daily tasks.

The dashboard is the central hub where you can monitor the overall health and performance of your business operations. It provides both a broad overview and detailed insights into various aspects of your business, such as client management, employee performance, project progress, and financial health. The dashboard is divided into two main types: Advanced Dashboard and Private Dashboard.

Advanced Dashboard

This dashboard is useful for tracking overall business performance and identifying areas that may require attention. Here’s a breakdown of its components:

Overview Section

• Total Clients: Number of clients currently registered.

• Total Employees: Number of employees in your organization.

• Total Projects: Projects currently being managed.

• Due Invoices: Invoices that are due for payment.

• Hours Logged: Total hours logged by employees.

• Pending Tasks: Number of tasks that are yet to be completed.

• Today Attendance: Attendance status for the current day.

• Unresolved Tickets: Tickets that have not yet been resolved.

Income, Timesheet, Pending Leaves, and many more: Displays graphical data about income generated and timesheets of employees (and others). These areas will show "Not enough data" if there is insufficient information.

Private Dashboard

The Private Dashboard provides personalized information tailored to each user, including:

• User Information: Displays the name of the user, employee ID, open tasks, and assigned projects.

• Tasks and Projects Overview: A summary of tasks and projects, showing counts of pending and overdue tasks as well as projects that are in progress or overdue.

• Shift Schedule: A weekly schedule showing default shifts assigned to the employee.

• Week Timelogs: A visual representation of logged time throughout the current week.

• My Tasks: A list of tasks assigned to the user, indicating task status and due dates.

Summary

Both the Advanced Dashboard and Private Dashboard are designed to offer a clear and intuitive interface for managing business operations and individual tasks. By providing real-time data on client numbers, employee activity, project status, and financial indicators, these dashboards help improve decision-making, enhance productivity, and ensure smooth business operations. Regularly checking these dashboards allows users to stay informed, organized, and proactive in their roles.

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