===== Dashboard =====
The Dashboard gives you an at-a-glance summary of your business performance. Panels shown are based on your assigned permissions — if you don't have access to a particular module (e.g. Finance, Scheduling), its panel will not appear.
++++ Overview: Layout and permission-based panels shown on the Dashboard |
=== Overview ===
  * Log on to [[https://app.chillhub.com.my|Chillhub App]]
  * 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:
    * **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 Dashboard Pending Job 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 Dashboard Sales Data permission)
    * **Top Product** – Best-selling products for the month (requires Dashboard Top Product permission)
    * **Top Action** – Best-selling services for the month (requires Dashboard Top Service permission)
    * **Employee Summary** – Sales performance by employee (requires Dashboard Employee Summary permission)
    * **Team Summary** – Sales performance by team (requires Dashboard Team Summary permission)
++++
++++ Monthly Metrics: Sales and financial KPIs for the selected month |
== Monthly Metrics ==
\\ {{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, including Sales and Service Tax
    * **Total Receivables**: Total Sales minus any amount already paid.
    * **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, 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, 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.
    * **Gross Profit**: Total Revenue less COGS.
    * **Net Profit**: Gross Profit less Total Expenses.
    * **Gross Profit Margin**: Gross Profit as a percentage of Total Revenue.
    * **Net Profit Margin**: Net Profit as a percentage of Total Revenue.
++++
++++ Pending Jobs: Scheduled jobs for a selected date, with quick actions |
== Pending Jobs ==
\\ {{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.
  * **Job Card**: Each job displays:
    * **Time**: Scheduled start and end time. \\ //Shows "(In Progress)" if the job has been started.//
    * **Customer**: Customer name, contact number, and delivery address (uses delivery info if it differs from billing).
    * **Team**: The assigned team, if any.
    * **Tasks**: List of tasks assigned to the job.
    * **Delivery Note No.**: Linked delivery order, if any.
    * **Remark**: Any notes for the job.
    * **Delivery Items**: Products and quantities to be delivered for this job.
    * {{fa>whatsapp}}: Open a WhatsApp chat with the customer //(disabled if no contact number)//.
    * {{mdi>map-marker}}: Open the customer's address in Google Maps.
    * {{mdi>pencil}} **Edit**: Open the job in the Scheduling form.
    * {{mdi>paperclip}} **Attach File**: View or upload files/photos related to the job.
    * **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}}
      * **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 ==
\\ {{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.
  * Chart bars are stacked and grouped as:
    * **Paid (Billed)** / **Unpaid (Billed)**: Based on Invoices.
    * **Paid (Unbilled)** / **Unpaid (Unbilled)**: Based on Uninvoiced Sales Orders.
== Sales Day Summary ==
\\ {{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.
  * Uses the same Paid/Unpaid, Billed/Unbilled grouping as the Sales Month Summary chart above.
++++
++++ Top Product & Top Action: Best-selling products and services for the month |
== Top Product ==
\\ {{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.
  * **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.
  * {{mdi>download}} **Export to Excel**: Export the current Top Product list to an Excel file.
== Top Action ==
\\ {{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.
  * **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.
  * {{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 Summary ==
\\ {{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.
  * **Data Table**: Breaks down each employee's Invoice, Sales Order, Quotation, Job, and Purchase Order totals for the month.
  * {{mdi>download}} **Export to Excel**: Export the current Employee Summary to an Excel file.
== Team Summary ==
\\ {{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 Allocated Sales as a total amount, or as a count of jobs, for each team.
  * **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>