Overview

• 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 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

• / : 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 Receivables: Total Sales minus 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 Dashboard Financial Data 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.

Pending Jobs

• 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.
• 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.

Sales Month Summary

• / : 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

• / : 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

• / : 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.

Top Action

• / : 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.

Employee Summary

• / : 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.
• Export to Excel: Export the current Employee Summary to an Excel file.

Team Summary

• / : Navigate to the previous/next month.
• 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.
• Export to Excel: Export the current Team Summary to an Excel file.