The Admin Dashboard

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The first screen after signing in: the day's figures, the queues waiting for you and the panels you choose to keep in front of you.

Opening the Screen

The dashboard is the panel's home page. It opens right after you sign in, and the logo at the top left brings you back to it from anywhere. Its address is the admin directory itself, {admin}/.

What Is on the Screen

The page is built from three layers, top to bottom.

Setup reminder Appears while the installation still has unfinished setup steps and disappears on its own once they are all done.

Figures Eight readings of the current period: income, cash, clients, tickets, overdue invoices, upcoming payments, orders in progress and reminders.

Widgets Ten panels you can turn on, off and reorder: charts, queues, who is online, tasks, reminders and notes.

Figures

Each figure is a single reading with its comparison underneath, so a number is always read against something: this month against the previous one, or a daily average against a month-end forecast.

The information mark beside each label says what that figure counts: which records, which period. Two figures can both be correct and still differ, because they count different things.

Each figure is also a link: click it to open the list it counts. On a narrow screen, tap the icon at the top right of a card to show its detail rows. Tapping the icon again, or anywhere outside the card, hides them. On a wide screen the same rows appear when the pointer rests on the card.

Income This month's total income, with the previous month and the month-end forecast beside it.

Cash Profit and loss for the month, against the previous month.

Clients New client records, this month against the previous one.

Tickets Support requests waiting for an answer.

Overdue Invoices Invoices whose due date has passed and are still unpaid.

Upcoming Payments Services falling due within the next eight days.

Orders in Progress Orders that have been taken but not completed.

Reminders Reminders due today.

A figure is only drawn when your privilege group allows it, and the two money figures are also tied to the installation: with the invoice system turned off, income and cash are not drawn at all. The same applies to tickets when the support system is off.

Widgets

Orders chart Order and renewal volume over time, on a weekly, monthly or yearly scale.

Best sellers Which products carry the sales in the selected period.

Last orders The most recent orders with their status, as a short list.

Pending tickets Support requests waiting on staff.

Upcoming invoices Invoices coming due, so nothing is missed before the automation acts.

Clients online Clients using the client area right now.

Staff online Staff signed in to the panel right now.

Tasks Your open tasks.

Reminders Reminders you set on a client, an order or a service.

Notes A free note area that stays on the dashboard.

Tasks

Choose which widgets are shown

Open the widget menu at the top right of the dashboard.
Turn the panels you do not use off. A widget your privilege group does not allow is not listed at all.
The choice is saved for your own account; other staff keep their own layout.

Reorder the widgets

Switch on reordering from the same menu. Drag handles appear on the panels.
Drag a panel to where you want it; the ones around it move out of the way.
The new order is saved as soon as you drop the panel, and it is yours alone.

Hover over a sub-entry in the left menu; a pin appears at the end of the row.
Click the pin. A shortcut appears in the Pinned group at the top of the menu, and the entry also stays in its own place.
Drag the shortcuts to order them; the new order is saved as soon as you drop one.
Click the filled pin again to remove it. You can pin up to 20 entries.

Reopen the setup guide

Open the dashboard with {admin}/?setup=open.
The setup window comes back even if you dismissed it earlier, as long as your privileges allow configuration.

Things to Watch

An empty dashboard is usually a privilege, not a fault

Figures and widgets are drawn one by one against your privilege group. If a colleague sees a panel you do not, compare the two privilege groups before looking anywhere else.

The layout belongs to the account, not the installation

Which widgets are shown, in what order, and the menu entries you pinned are stored on your own admin account. Changing it does not touch anyone else's dashboard, and it follows you to another device.

Required Privileges

Each figure has its own privilege in the DASHBOARD_STATISTIC_* family, and each widget one in the DASHBOARD_PANEL_* family. Without them the dashboard still opens; it is shorter.

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