Dashboard
The Dashboard section is divided into two key subsections: Private Dashboard and Advanced Dashboard. These subsections serve different purposes, catering to both individual employees and managers.
The Private Dashboard provides employees with a personalized workspace, where they can track their tasks, work schedules, and performance metrics. It’s designed to help individual users stay organized and manage their day-to-day activities effectively.
The Advanced Dashboard, on the other hand, offers a broader overview, primarily aimed at managers, team leads, and administrators. This subsection delivers key performance indicators (KPIs), project updates, and team insights, helping decision-makers monitor the overall progress of the company or their respective departments.
Let's look at each section in more detail:
Private Dashboard
The Private Dashboard provides a personalized overview of user activities, tasks, and performance within the ERP system. It acts as a primary workspace for managing responsibilities and staying updated.
Key Components and Features:
User Profile: Displays key details like name, role, and employee ID, providing quick access to personal information.
Open Tasks: Lists all assigned tasks, categorized by status (pending, overdue), helping users prioritize and track their workload efficiently.
Projects Overview: Offers a snapshot of ongoing projects and their current status, aiding in progress tracking and deadline management.
Shift Schedule: Shows upcoming shifts, including shift type, for better work-hour management.
Employee Appreciation: Highlights individual/team achievements, promoting a positive environment. If no records are available, this is noted.
Leave and Remote Work Status: Displays which colleagues are on leave or remote, helping teams plan accordingly.
Important Employment Dates: Lists key dates like notice periods, probation, or contract expirations to keep users informed of critical milestones.
Weekly Time Logs: Tracks daily working hours and breaks, providing an accurate record for productivity or billing purposes.
Task Management Calendar: A calendar of upcoming tasks and deadlines for better time management and prioritization.
Support Tickets: Displays assigned support tickets with status (pending/resolved), ensuring prompt handling of queries.
Company Notices: Centralizes company announcements and updates, keeping users informed of important events or changes.
Purpose of the Private Dashboard The dashboard centralizes essential information, enhancing task management, project tracking, and overall workflow. It boosts productivity by keeping users informed and accountable.
Advanced Dashboard
The Advanced Dashboard provides an enhanced view of key performance indicators, project metrics, and organizational data within the ERP system. This dashboard is designed for users who require more detailed insights into business operations and progress across multiple areas.
Key Components and Features:
Comprehensive Metrics Overview:
Total Clients
Total Employees
Total Projects
Hours Logged
Pending Tasks
Today’s Attendance
Unresolved Tickets
Pending Tasks: Lists tasks in progress or awaiting attention, categorized by status and priority, ensuring effective workload management.
Project Activity Timeline: Tracks the latest updates and changes in ongoing projects, offering a chronological view of activity to help users stay updated on project developments.
User Activity Timeline: Logs user activities, such as profile updates or task timers, enabling transparency and accountability within the team.
Pending Leaves: Displays upcoming or current leave requests, helping with planning and resource allocation.
Timesheet Visualization: Provides a graphical representation of hours logged by team members over time, aiding in productivity tracking and time management.
Unresolved Tickets: Keeps users informed of any open tickets that require attention, ensuring prompt follow-up and resolution of client or internal issues.
Income and Expense Data: Presents financial insights, including income, expenses, and other key financial metrics, helping with budgeting and financial planning.
Purpose of the Advanced Dashboard:
The Advanced Dashboard acts as a central hub for managers and key decision-makers, providing a detailed snapshot of critical business operations. It enhances visibility into projects, tasks, finances, and team activities, promoting data-driven decision-making and efficient resource management.
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