dashboard

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Next revision		 Previous revision
dashboard [2026/07/04 06:14] – created chillhubadmindashboard [2026/07/04 07:04] (current) – chillhubadmin
Line 4: Line 4:
 === 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 |
Line 20: Line 20:
 \\ {{: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?24}} / {{mdi>chevron-right?24}}: 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.
-    * **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.
     * **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.
-  * **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.
     * **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.
Line 39: Line 39:
   * **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?24}} **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?24}} **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.//
Line 60: Line 60:
 \\ {{: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?24}} / {{mdi>chevron-right?24}}: 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?24}} / {{mdi>chevron-right?24}}: 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.
 ++++ ++++
Line 90: Line 90:
 \\ {{: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?24}} / {{mdi>chevron-right?24}}: 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?24}} **Export to Excel**: Export the current Employee Summary to an Excel file.
Line 96: Line 96:
 \\ {{: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?24}} / {{mdi>chevron-right?24}}: 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?24}} **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