Dashboard
Dashboard Overview
How the Dashboard is laid out, what the main widget groups are for, and how the page behaves for different business selections and permissions.
The Dashboard is the top-level snapshot of the tenant app. It pulls together financial totals, work counts, charts, and a short upcoming-work table so you can see what needs attention without jumping through multiple menus first.
What the Page Is Made Of
- Summary cards: These are the small cards across the grid for totals such as revenue, debt, tips, payments received, missed jobs, and overdue jobs. The fuller breakdown sits in Revenue and Financial Summary Cards.
- Charts: The larger charts show trends and breakdowns, such as revenue over time or jobs split by status or service.
- Missed-jobs widgets: A dedicated set of widgets surfaces missed work by reason, team member, service, and over time, alongside a top-missed-jobs table. Start from the Missed Jobs Card and drill down from there.
- Upcoming Scheduled Jobs: This table gives a short list of active jobs that are coming up soon.
- Filters and layout controls: The date picker and business filter work the same way described in Business and Date Filtering, and the Edit Layout button opens the same layout tools covered in Widget Visibility and Order.
Who Sees What
- Dashboard access: If your role cannot view dashboard metrics for the current business selection, Work Planner shows an access message instead of the live widgets.
- Business-aware view: In multi-business setups, the page respects the selected businesses and only shows metrics for businesses you are allowed to see.
- Hidden widgets: If you hide every widget and leave edit mode, Work Planner shows an empty-state message rather than a blank page.
Why the Dashboard Is Useful
- Start of day check: It is a quick way to see whether debt, overdue work, or upcoming work needs attention first.
- Management view: Charts and financial widgets help you spot patterns that are harder to see from individual lists such as Jobs List or Transactions List.
- Personal working view: Because the layout is saved per user, the Dashboard can be arranged around the numbers you check most often.
Related articles
- Business and Date Filtering: Covers the controls that shape most dashboard data.
- Widget Visibility and Order: Explains how to show, hide, and rearrange the widgets.
- Revenue and Financial Summary Cards: Covers the main money-focused cards in more detail.
- Upcoming Scheduled Jobs: Covers the work table at the bottom of the Dashboard.
- Missed Jobs Card: The starting point for understanding the missed-jobs widget set.