dashboard

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dashboard [2026/07/04 06:50] – chillhubadmindashboard [2026/09/29 03:12] (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** \\ {{gallery>:dashboard:dashboard_1.jpg?300x0&crop=off&0}}
   * 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:
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 ++++ 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|}} +\\ {{gallery>:dashboard:dashboard_2.jpg?500x0&crop=off&0}} 
-  * {{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 Dashboard Sales Data 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 minus 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 Dashboard Financial Data 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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 ++++ Pending Jobs: Scheduled jobs for a selected date, with quick actions | ++++ Pending Jobs: Scheduled jobs for a selected date, with quick actions |
 == Pending Jobs == == Pending Jobs ==
-\\ {{:dashboard:dashboard_3.jpg?500|}}+\\ {{gallery>:dashboard:dashboard_3.jpg?500x0&crop=off&0}}
   * **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. +  * **Show Completed**: Toggle whether completed jobs are included in the list for the selected date. 
-  * {{mdi>printer?24}} **Print**: Print the current list of pending jobs.+  * {{mdi>account-group}} **Filter Team**: Filter the job list by a specific team, or view all teams. 
 +  * {{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**: Opens the **Start Job** dialog to record the job's start time. //(disabled once already in progress)// \\ {{gallery>:dashboard:dashboard_10.jpg?300x0&crop=off&0}} 
-    * **Complete**: Record the job's completion time.+      * **Start Time**: Defaults to the current time; adjust if needed. 
 +      * Click **Start** to confirm. 
 +    * **Complete**: Opens the **Complete Job** dialog to record the job's completion time and progress. \\ {{gallery>:dashboard:dashboard_11.jpg?300x0&crop=off&0}} 
 +      * **Complete Time**: Defaults to the current time; adjust if needed. 
 +      * **Source**: Shows the linked invoice or sales order number, if any. 
 +      * **Overall Progress (%)**: The cumulative progress of the linked invoice or sales order across all its jobs, including this one and any before it. //Defaults to the completed siblings' progress plus this job's calculated share, capped at 100%.// 
 +      * //Do not complete until all teams finish this job today.// 
 +      * Shows **Completed siblings** (the combined progress already completed by earlier jobs linked to the same invoice/sales order) and **This job's share** (the portion attributed to this job, calculated as Overall Progress minus Completed siblings). 
 +      * Click **Complete** to confirm.
   * Daily notes (non-job entries) are displayed as a header line with a remark, without the action buttons above.   * Daily notes (non-job entries) are displayed as a header line with a remark, without the action buttons above.
 ++++ ++++
 ++++ Sales Summary: Rolling monthly and daily sales/invoice charts | ++++ Sales Summary: Rolling monthly and daily sales/invoice charts |
 == Sales Month Summary == == Sales Month Summary ==
-\\ {{:dashboard:dashboard_4.jpg?500|}} +\\ {{gallery>:dashboard:dashboard_4.jpg?500x0&crop=off&0}} 
-  * {{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 transaction 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:
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     * **Paid (Unbilled)** / **Unpaid (Unbilled)**: Based on Uninvoiced Sales Orders.     * **Paid (Unbilled)** / **Unpaid (Unbilled)**: Based on Uninvoiced Sales Orders.
 == Sales Day Summary == == Sales Day Summary ==
-\\ {{:dashboard:dashboard_5.jpg?500|}} +\\ {{gallery>:dashboard:dashboard_5.jpg?500x0&crop=off&0}} 
-  * {{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 transaction 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 Action: Best-selling products and services for the month | ++++ Top Product & Top Action: Best-selling products and services for the month |
 == Top Product == == Top Product ==
-\\ {{:dashboard:dashboard_6.jpg?500|}} +\\ {{gallery>:dashboard:dashboard_6.jpg?500x0&crop=off&0}} 
-  * {{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|}} +\\ {{gallery>:dashboard:dashboard_7.jpg?500x0&crop=off&0}} 
-  * {{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|}} +\\ {{gallery>:dashboard:dashboard_8.jpg?500x0&crop=off&0}} 
-  * {{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 transaction total amount or 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|}} +\\ {{gallery>:dashboard:dashboard_9.jpg?500x0&crop=off&0}} 
-  * {{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 transaction total amount or counts per team. +  * **Amount / Count** toggle: Show Allocated Sales as a total amount, or as a count of jobs, for each team. 
-  * **Data Table**: Lists each team's total sales amount or count for the month. +  * **Data Table**: Lists each team's: 
-  * {{mdi>download?24}} **Export to Excel**: Export the current Team Summary to an Excel file.+    * **Hours Planned**: Total scheduled job hours for the team. 
 +    * **Hours Actual**: Total actual job hours recorded (from Start/Complete times) for the team. 
 +    * **Labor Cost (Planned)**: Total labor cost based on planned hours and the team's hourly rate. 
 +    * **Labor Cost (Actual)**: Total labor cost based on actual hours and the team's hourly rate. 
 +    * **Allocated Sales** / **Count**: Total allocated sales amount, or number of jobs, depending on the Amount/Count toggle. 
 +  * {{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.1783147823.txt.gz
  • Last modified: 2026/07/04 06:50
  • by chillhubadmin