Differences

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

--- dashboard [2026/07/10 06:25] – chillhubadmin
+++ dashboard [2026/09/29 03:12] (current) – chillhubadmin
@@ Line 4: / Line 4: @@
 === Overview ===
   * 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?300|}}
+  * 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.
   * The following panels may appear depending on your permissions:
@@ Line 18: / Line 18: @@
 ++++ Monthly Metrics: Sales and financial KPIs for the selected month |
 == Monthly Metrics ==
-\\ {{:dashboard:dashboard_2.jpg?500|}}
+\\ {{gallery>:dashboard:dashboard_2.jpg?500x0&crop=off&0}}
   * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Navigate to the previous/next month.
   * **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 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)//
-    * **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.
     * **Total Expenses**: Total operating expenses recorded for the month.
@@ Line 36: / Line 36: @@
 ++++ Pending Jobs: Scheduled jobs for a selected date, with quick actions |
 == 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.
+  * **Show Completed**: Toggle whether completed jobs are included in the list for the selected date.
   * {{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.
@@ Line 52: / Line 53: @@
     * {{mdi>pencil}} **Edit**: Open the job in the Scheduling form.
     * {{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.
 ++++
 ++++ Sales Summary: Rolling monthly and daily sales/invoice charts |
 == Sales Month Summary ==
-\\ {{:dashboard:dashboard_4.jpg?500|}}
+\\ {{gallery>:dashboard:dashboard_4.jpg?500x0&crop=off&0}}
   * {{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.
@@ Line 65: / Line 74: @@
     * **Paid (Unbilled)** / **Unpaid (Unbilled)**: Based on Uninvoiced Sales Orders.
 == Sales Day Summary ==
-\\ {{:dashboard:dashboard_5.jpg?500|}}
+\\ {{gallery>:dashboard:dashboard_5.jpg?500x0&crop=off&0}}
   * {{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.
@@ Line 72: / Line 81: @@
 ++++ Top Product & Top Action: Best-selling products and services for the month |
 == Top Product ==
-\\ {{:dashboard:dashboard_6.jpg?500|}}
+\\ {{gallery>:dashboard:dashboard_6.jpg?500x0&crop=off&0}}
   * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Navigate to the previous/next month.
   * {{mdi>domain}} **Select Industry**: Filter results to a specific industry, or view all industries.
@@ Line 79: / Line 88: @@
   * {{mdi>download}} **Export to Excel**: Export the current Top Product list to an Excel file.
 == Top Action ==
-\\ {{:dashboard:dashboard_7.jpg?500|}}
+\\ {{gallery>:dashboard:dashboard_7.jpg?500x0&crop=off&0}}
   * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Navigate to the previous/next month.
   * {{mdi>domain}} **Select Industry**: Filter results to a specific industry, or view all industries.
@@ Line 88: / Line 97: @@
 ++++ Employee & Team Summary: Sales performance grouped by employee or team |
 == Employee Summary ==
-\\ {{:dashboard:dashboard_8.jpg?500|}}
+\\ {{gallery>:dashboard:dashboard_8.jpg?500x0&crop=off&0}}
   * {{mdi>chevron-left}} / {{mdi>chevron-right}}: Navigate to the previous/next month.
   * **Amount / Count** toggle: Show transaction total amount or counts per employee.
@@ Line 94: / Line 103: @@
   * {{mdi>download}} **Export to Excel**: Export the current Employee Summary to an Excel file.
 == Team Summary ==
-\\ {{:dashboard:dashboard_9.jpg?500|}}
+\\ {{gallery>:dashboard:dashboard_9.jpg?500x0&crop=off&0}}
   * {{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:
+    * **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>