The Dashboard gives you a real-time, role-aware overview of the business. Most cards include a date range selector in the header so you can switch between Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, This Year, Last Year, or a Custom range — independently per card.
📈 Financial Overview
- Displays financial performance for the selected period.
- Includes detailed charts to track revenue, expenses, and averages.
- Allows users to analyze data trends and forecast future outcomes.
- Tiles on the Financials card: Total Expense, Total Invoiced, Total Paid, Total Unpaid — all in your tenant’s default currency (e.g., ₹ INR).
🕒 Attendance Today
- Shows live status pills (Present, On Leave, Late) drawn from today’s attendance records.
- Visible only if your role has Read permission on Attendance.
📅 Holiday Calendar
- Monthly calendar view highlights official holidays and weekends.
- Color-coded days help quickly identify non-working dates.
- Navigate months with the ‹ › arrows; hover any red day for the holiday name.
- Keeps teams informed and aligned with scheduling and availability.
📣 Announcements
- Real-time updates about company news, milestones, and important alerts.
- Auto-feeds the next 10 days of birthdays, work anniversaries, promotions, new joiners, public holidays, and weekends.
- Manual posts (Shoutouts, Announcements, Custom Messages, Alerts) come from HRM → Announce.
- Always visible to everyone — no role restriction.
🔄 Upcoming Follow-Ups
- A centralized section to track pending tasks and scheduled interactions for prospects and opportunities you have access to.
- Ensures efficient client communication and task management.
- Has its own date range selector.
🧾 User Leave Management
- Offers insights into employee leave status, types, and durations for the next 30 days.
- Helps HR teams track leave approvals and manage workforce availability.
- What you see depends on your permissions — Read Own (your own), Read All (everyone), or Manager / HoD (your team).
📊 Leads by Source
- Visual representation of lead acquisition from various channels (Website, Social Media, Referrals, Ads, etc.).
- Categorizes leads for better understanding of marketing efficiency.
- Has its own date range selector and export menu (JPG / PNG / SVG / CSV).
🔁 Sales Funnel
- Displays the stages of the sales pipeline to monitor lead progression.
- Stages match the editable Opportunity Stage dropdown — by default: Prospect, Requirement Gathering, Preparing Quote, Quote Submitted, Negotiation, Won.
- Highlights conversion rates and areas needing improvement; each band shows count + expected revenue.
📉 Interactive Charts (Financial Charts — Stats + Average)
- Single card with two sub-panels:
- Stats = absolute monthly Paid / Unpaid totals.
- Average = monthly average Paid / Unpaid amounts.
- Pie charts and line graphs for quick data interpretation.
- Helps users drill down into specific metrics for deeper insights.
🎯 Benefits
- Real-Time Insights: Always have the latest business data at your fingertips.
- Enhanced Productivity: Centralized data visualization reduces manual reporting.
- Data-Driven Decisions: Clear, actionable metrics support strategic planning.
- Role-Based Visibility: Cards appear based on your role’s permissions, so each user sees what’s relevant to them.