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Dashboards

Dashboards turn your KPI data into visual charts you can read at a glance. No spreadsheets, no manual chart building.

What you see on the dashboard​

The main dashboard shows the health of your operation across all modules. You can filter by date range, team, client, or location.

Chart types by area​

Tasks​

Stacked bar charts show job volume over time:

  • Done — completed on time (green)
  • In progress — currently being worked on (blue)
  • Late — past due date (red)

Quickly see if your team is falling behind or keeping up.

Warehouse​

Treemaps show how material groups share total stock value:

  • Larger blocks = higher value or quantity
  • Click a block to see items in that group

Useful for spotting which categories tie up the most money in inventory.

Logistics​

Heatmaps show field worker activity across regions:

  • Brighter areas = more visits or time spent
  • Darker areas = less coverage

Helps you see if some regions are underserved or overstaffed.

Finance​

Line charts compare income and costs over time:

  • Revenue line — what you billed
  • Cost line — materials, time, and expenses
  • Gap between lines — your margin

Track profitability trends month by month.

Filtering dashboards​

Every chart supports filters:

  • Date range — today, this week, this month, custom
  • Team or worker — one person or whole group
  • Client — metrics for a specific client
  • Location — data for one site or region

Real-time updates​

Dashboards update as your team works. When a worker finishes a job, the task chart updates. When stock is issued, the warehouse chart updates.

You do not need to refresh or export data manually.

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Dashboards show the big picture. When you need to investigate a specific number, use Drill-down Reports to see the underlying records.

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