Dashboard
Executive Summary
The Dashboard is your home screen after sign-in. It brings together summaries and shortcuts from the modules your organisation uses — finance, inventory, HR, school, CRM, logistics, insurance, and more — so you can see what matters without opening every area separately.
Who This Is For
- Executives and managers who need a quick overview
- Department heads monitoring their area
- Any user who wants a starting point for the day
Key Capabilities
- Module-specific summary views
- Quick links into detailed screens
- At-a-glance indicators for active areas of the business
Table of Contents
- Opening the Dashboard
- Understanding Dashboard Views
- Using Dashboard Shortcuts
- Customising What You See
Opening the Dashboard
After sign-in you are taken to the dashboard automatically. You can return at any time by clicking Home in the breadcrumbs or choosing Dashboard in the sidebar.
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Understanding Dashboard Views
Depending on which modules are active, you may see dedicated dashboard sections such as:
| Area | What you typically see |
|---|---|
| Financial | Sales, receivables, and accounting highlights |
| Inventory | Stock levels and movement summaries |
| HR & Payroll | Headcount and payroll-related indicators |
| School | Student and assessment overview |
| CRM | Pipeline and activity summaries |
| Logistics | Trips and fleet activity |
| Insurance | Submissions, policies, and claims overview |
| Agriculture | Feed and nutrient planning summaries |
| Projects | Project and job card status |
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![Screenshot: Insurance dashboard section — placeholder]
Using Dashboard Shortcuts
Most dashboard tiles and figures link directly to the detailed list or report behind them. Click a figure or View all style link to drill down.
Typical workflow
- Open the dashboard at the start of the day.
- Scan sections relevant to your role.
- Click through to any item that needs action.
- Return to the dashboard using Home in the breadcrumbs.
Customising What You See
The sections shown depend on:
- Which modules your organisation has activated
- Which permissions your role includes
If a section is missing, ask your administrator whether the module is enabled and whether your role includes access to it.
![Screenshot: Dashboard with multiple module sections — placeholder]