dashboard

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dashboard [2026/07/04 06:14] – created chillhubadmindashboard [2026/07/17 02:23] (current) – chillhubadmin
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 === Overview === === Overview ===
   * Log on to [[https://app.chillhub.com.my|Chillhub App]]   * Log on to [[https://app.chillhub.com.my|Chillhub App]]
-  * The Dashboard is the default landing page, or navigate via **Menu** -> **Dashboard** \\ {{:dashboard:dashboard_1.jpg?600|}}+  * The Dashboard is the default landing page, or navigate via **Menu** -> **Dashboard** \\ {{:dashboard:dashboard_1.jpg?300|}}
   * Panels are arranged as expandable cards. Each panel can be collapsed or expanded using the panel header.   * Panels are arranged as expandable cards. Each panel can be collapsed or expanded using the panel header.
   * The following panels may appear depending on your permissions:   * The following panels may appear depending on your permissions:
-    * **Monthly Metrics** – Sales & Financial KPIs (requires Sales or Finance permission) +    * **Monthly Metrics** – Sales & Financial KPIs (requires Dashboard Sales Data and/or Dashboard Financial Data permission) 
-    * **Pending Jobs** – Today's/selected date's scheduled jobs (requires Scheduling permission) +    * **Pending Jobs** – Today's/selected date's scheduled jobs (requires Dashboard Pending Job permission) 
-    * **Sales Month Summary** – 6-month rolling invoice/sales order chart (requires Sales permission) +    * **Sales Month Summary** – 6-month rolling invoice/sales order chart (requires Dashboard Sales Data permission) 
-    * **Sales Day Summary** – 7-day rolling invoice/sales order chart (requires Sales permission) +    * **Sales Day Summary** – 7-day rolling invoice/sales order chart (requires Dashboard Sales Data permission) 
-    * **Top Product** – Best-selling products for the month (requires Product permission) +    * **Top Product** – Best-selling products for the month (requires Dashboard Top Product permission) 
-    * **Top Action** – Best-selling services for the month (requires Service permission) +    * **Top Action** – Best-selling services for the month (requires Dashboard Top Service permission) 
-    * **Employee Summary** – Sales performance by employee (requires Employee permission) +    * **Employee Summary** – Sales performance by employee (requires Dashboard Employee Summary permission) 
-    * **Team Summary** – Sales performance by team (requires Team permission)+    * **Team Summary** – Sales performance by team (requires Dashboard Team Summary permission)
 ++++ ++++
 ++++ Monthly Metrics: Sales and financial KPIs for the selected month | ++++ Monthly Metrics: Sales and financial KPIs for the selected month |
 == Monthly Metrics == == Monthly Metrics ==
 \\ {{:dashboard:dashboard_2.jpg?500|}} \\ {{:dashboard:dashboard_2.jpg?500|}}
-  * {{mdi>chevron-left?24}} / {{mdi>chevron-right?24}}: Navigate to the previous/next month. +  * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Navigate to the previous/next month. 
-  * **Sales Metrics** //(shown if you have Sales permission)// +  * **Sales Metrics** //(shown if you have Dashboard Sales Data permission)// 
-    * **Total Sales**: Combined total of billed (invoiced) and unbilled (sales order) amounts for the month. +    * **Total Sales**: Combined total of billed (invoiced) and unbilled (sales order) amounts for the month, including Sales and Service Tax 
-    * **Total Receivables**: Total Sales less any amount already paid. +    * **Total Receivables**: Total Sales minus any amount already paid. 
-    * **Total Billed**: Total amount from Invoices raised in the month. +    * **Total Billed**: Total amount from Invoices raised in the month, including Sales and Service Tax 
-    * **Total Unbilled**: Total amount from Sales Orders not yet invoiced in the month. +    * **Total Unbilled**: Total amount from Sales Orders not yet invoiced in the month, including Sales and Service Tax 
-  * **Financial Metrics** //(shown if you have Finance permission)// +  * **Financial Metrics** //(shown if you have Dashboard Financial Data permission)// 
-    * **Total Revenue**: Total revenue recognized for the month, from the Profit & Loss data.+    * **Total Revenue**: Total revenue recognized for the month, from the Profit & Loss data, excluding Sales and Service Tax
     * **Cost of Goods Sold (COGS)**: Total cost of goods sold, including cost adjustments, for the month.     * **Cost of Goods Sold (COGS)**: Total cost of goods sold, including cost adjustments, for the month.
     * **Total Expenses**: Total operating expenses recorded for the month.     * **Total Expenses**: Total operating expenses recorded for the month.
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 \\ {{:dashboard:dashboard_3.jpg?500|}} \\ {{:dashboard:dashboard_3.jpg?500|}}
   * **Date Picker**: Select the date to view scheduled jobs for.   * **Date Picker**: Select the date to view scheduled jobs for.
-  * {{mdi>account-group?24}} **Filter Team**: Filter the job list by a specific team, or view all teams. +  * {{mdi>account-group}} **Filter Team**: Filter the job list by a specific team, or view all teams. 
-  * {{mdi>printer?24}} **Print**: Print the current list of pending jobs //(disabled when there are no jobs)//.+  * {{mdi>printer}} **Print**: Print the current list of pending jobs.
   * **Job Card**: Each job displays:   * **Job Card**: Each job displays:
     * **Time**: Scheduled start and end time. \\ //Shows "(In Progress)" if the job has been started.//     * **Time**: Scheduled start and end time. \\ //Shows "(In Progress)" if the job has been started.//
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     * **Remark**: Any notes for the job.     * **Remark**: Any notes for the job.
     * **Delivery Items**: Products and quantities to be delivered for this job.     * **Delivery Items**: Products and quantities to be delivered for this job.
-    * {{fa>whatsapp?24}}: Open a WhatsApp chat with the customer //(disabled if no contact number)//. +    * {{fa>whatsapp}}: Open a WhatsApp chat with the customer //(disabled if no contact number)//. 
-    * {{mdi>map-marker?24}}: Open the customer's address in Google Maps. +    * {{mdi>map-marker}}: Open the customer's address in Google Maps. 
-    * {{mdi>pencil?24}} **Edit**: Open the job in the Scheduling form. +    * {{mdi>pencil}} **Edit**: Open the job in the Scheduling form. 
-    * {{mdi>paperclip?24}} **Attach File**: View or upload files/photos related to the job.+    * {{mdi>paperclip}} **Attach File**: View or upload files/photos related to the job.
     * **Start**: Record the job's start time //(disabled once already in progress)//.     * **Start**: Record the job's start time //(disabled once already in progress)//.
     * **Complete**: Record the job's completion time.     * **Complete**: Record the job's completion time.
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 == Sales Month Summary == == Sales Month Summary ==
 \\ {{:dashboard:dashboard_4.jpg?500|}} \\ {{:dashboard:dashboard_4.jpg?500|}}
-  * {{mdi>chevron-left?24}} / {{mdi>chevron-right?24}}: Shift the chart back/forward by 6 months. +  * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Shift the chart back/forward by 6 months. 
-  * **Amount / Count** toggle: Switch the chart between showing monetary totals or document counts.+  * **Amount / Count** toggle: Switch the chart between showing monetary totals or transaction counts.
   * Chart bars are stacked and grouped as:   * Chart bars are stacked and grouped as:
     * **Paid (Billed)** / **Unpaid (Billed)**: Based on Invoices.     * **Paid (Billed)** / **Unpaid (Billed)**: Based on Invoices.
-    * **Paid (Unbilled)** / **Unpaid (Unbilled)**: Based on Sales Orders.+    * **Paid (Unbilled)** / **Unpaid (Unbilled)**: Based on Uninvoiced Sales Orders.
 == Sales Day Summary == == Sales Day Summary ==
 \\ {{:dashboard:dashboard_5.jpg?500|}} \\ {{:dashboard:dashboard_5.jpg?500|}}
-  * {{mdi>chevron-left?24}} / {{mdi>chevron-right?24}}: Shift the chart back/forward by 7 days. +  * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Shift the chart back/forward by 7 days. 
-  * **Amount / Count** toggle: Switch the chart between showing monetary totals or document counts.+  * **Amount / Count** toggle: Switch the chart between showing monetary totals or transaction counts.
   * Uses the same Paid/Unpaid, Billed/Unbilled grouping as the Sales Month Summary chart above.   * Uses the same Paid/Unpaid, Billed/Unbilled grouping as the Sales Month Summary chart above.
 ++++ ++++
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 == Top Product == == Top Product ==
 \\ {{:dashboard:dashboard_6.jpg?500|}} \\ {{:dashboard:dashboard_6.jpg?500|}}
-  * {{mdi>chevron-left?24}} / {{mdi>chevron-right?24}}: Navigate to the previous/next month. +  * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Navigate to the previous/next month. 
-  * {{mdi>domain?24}} **Select Industry**: Filter results to a specific industry, or view all industries.+  * {{mdi>domain}} **Select Industry**: Filter results to a specific industry, or view all industries.
   * **Amount / Count** toggle: Rank products by total sales amount or by number of orders.   * **Amount / Count** toggle: Rank products by total sales amount or by number of orders.
   * **Data Table**: Lists products with their corresponding amount or order count for the month.   * **Data Table**: Lists products with their corresponding amount or order count for the month.
-  * {{mdi>download?24}} **Export to Excel**: Export the current Top Product list to an Excel file.+  * {{mdi>download}} **Export to Excel**: Export the current Top Product list to an Excel file.
 == Top Action == == Top Action ==
 \\ {{:dashboard:dashboard_7.jpg?500|}} \\ {{:dashboard:dashboard_7.jpg?500|}}
-  * {{mdi>chevron-left?24}} / {{mdi>chevron-right?24}}: Navigate to the previous/next month. +  * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Navigate to the previous/next month. 
-  * {{mdi>domain?24}} **Select Industry**: Filter results to a specific industry, or view all industries.+  * {{mdi>domain}} **Select Industry**: Filter results to a specific industry, or view all industries.
   * **Amount / Count** toggle: Rank services by total sales amount or by number of orders.   * **Amount / Count** toggle: Rank services by total sales amount or by number of orders.
   * **Data Table**: Lists services with their corresponding amount or order count for the month.   * **Data Table**: Lists services with their corresponding amount or order count for the month.
-  * {{mdi>download?24}} **Export to Excel**: Export the current Top Action list to an Excel file.+  * {{mdi>download}} **Export to Excel**: Export the current Top Action list to an Excel file.
 ++++ ++++
 ++++ Employee & Team Summary: Sales performance grouped by employee or team | ++++ Employee & Team Summary: Sales performance grouped by employee or team |
 == Employee Summary == == Employee Summary ==
 \\ {{:dashboard:dashboard_8.jpg?500|}} \\ {{:dashboard:dashboard_8.jpg?500|}}
-  * {{mdi>chevron-left?24}} / {{mdi>chevron-right?24}}: Navigate to the previous/next month. +  * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Navigate to the previous/next month. 
-  * **Amount / Count** toggle: Show totals or document counts per employee.+  * **Amount / Count** toggle: Show transaction total amount or counts per employee.
   * **Data Table**: Breaks down each employee's Invoice, Sales Order, Quotation, Job, and Purchase Order totals for the month.   * **Data Table**: Breaks down each employee's Invoice, Sales Order, Quotation, Job, and Purchase Order totals for the month.
-  * {{mdi>download?24}} **Export to Excel**: Export the current Employee Summary to an Excel file.+  * {{mdi>download}} **Export to Excel**: Export the current Employee Summary to an Excel file.
 == Team Summary == == Team Summary ==
 \\ {{:dashboard:dashboard_9.jpg?500|}} \\ {{:dashboard:dashboard_9.jpg?500|}}
-  * {{mdi>chevron-left?24}} / {{mdi>chevron-right?24}}: Navigate to the previous/next month. +  * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Navigate to the previous/next month. 
-  * **Amount / Count** toggle: Show totals or document counts per team.+  * **Amount / Count** toggle: Show transaction total amount or counts per team.
   * **Data Table**: Lists each team's total sales amount or count for the month.   * **Data Table**: Lists each team's total sales amount or count for the month.
-  * {{mdi>download?24}} **Export to Excel**: Export the current Team Summary to an Excel file.+  * {{mdi>download}} **Export to Excel**: Export the current Team Summary to an Excel file.
 ++++ ++++
 <aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat> <aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • dashboard.1783145688.txt.gz
  • Last modified: 2026/07/04 06:14
  • by chillhubadmin