dashboard [Chillhub App Knowledge Base]

Log on to Chillhub App
The Dashboard is the default landing page, or navigate via Menu → Dashboard
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 Sales or Finance permission)
- Pending Jobs – Today's/selected date's scheduled jobs (requires Scheduling permission)
- Sales Month Summary – 6-month rolling invoice/sales order chart (requires Sales permission)
- Sales Day Summary – 7-day rolling invoice/sales order chart (requires Sales permission)
- Top Product – Best-selling products for the month (requires Product permission)
- Top Action – Best-selling services for the month (requires Service permission)
- Employee Summary – Sales performance by employee (requires Employee permission)
- Team Summary – Sales performance by team (requires Team permission)

/ : Navigate to the previous/next month.
Sales Metrics (shown if you have Sales permission)
- 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 Billed: Total amount from Invoices raised in the month.
- Total Unbilled: Total amount from Sales Orders not yet invoiced in the month.
Financial Metrics (shown if you have Finance permission)
- 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.
- 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.

Date Picker: Select the date to view scheduled jobs for.
Filter Team: Filter the job list by a specific team, or view all teams.
Print: Print the current list of pending jobs (disabled when there are no 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.
- : Open a WhatsApp chat with the customer (disabled if no contact number).
- : Open the customer's address in Google Maps.
- Edit: Open the job in the Scheduling form.
- Attach File: View or upload files/photos related to the job.
- Start: Record the job's start time (disabled once already in progress).
- Complete: Record the job's completion time.
Daily notes (non-job entries) are displayed as a header line with a remark, without the action buttons above.

/ : Shift the chart back/forward by 6 months.
Amount / Count toggle: Switch the chart between showing monetary totals or document counts.
Chart bars are stacked and grouped as:
- Paid (Billed) / Unpaid (Billed): Based on Invoices.
- Paid (Unbilled) / Unpaid (Unbilled): Based on Sales Orders.

/ : Shift the chart back/forward by 7 days.
Amount / Count toggle: Switch the chart between showing monetary totals or document counts.
Uses the same Paid/Unpaid, Billed/Unbilled grouping as the Sales Month Summary chart above.

/ : Navigate to the previous/next month.
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.
Export to Excel: Export the current Top Product list to an Excel file.

/ : Navigate to the previous/next month.
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.
Export to Excel: Export the current Top Action list to an Excel file.

/ : Navigate to the previous/next month.
Amount / Count toggle: Show totals or document counts per employee.
Data Table: Breaks down each employee's Invoice, Sales Order, Quotation, Job, and Purchase Order totals for the month.
Export to Excel: Export the current Employee Summary to an Excel file.

Dashboard