Operations Dashboard
Monitor live business metrics and operational shortcuts using configurable widgets.
Routes:
/dashboard Operations Dashboard
The Operations Dashboard is the daily operational cockpit. It provides real-time visibility across sales performance, warehouse deliveries, stock shortages, and recent team activity through configurable widgets.
Key Dashboard Widgets
flowchart TD
D[Operations Dashboard] --> K1[Configurable KPI Widgets]
D --> K4[Live Activity Stream]1. KPI Summary Cards
The dashboard uses a dynamic, configurable PinnedReportWidget system. Users can pin different metrics to their dashboard tailored to their specific roles, such as sales volume, pending deliveries, or stock demand queues.
2. Live Activity Stream
Displays real-time events across all departments:
- Newly confirmed sales orders.
- Dispatched customer shipments.
- Completed supplier receipts and stock putaways.
- Posted sales and supplier invoices.
3. Quick Actions
Direct shortcuts to common daily workflows:
- New Sales Order: Create a draft quotation or sales order.
- New Purchase Order: Raise a supplier purchase order.
Daily Operator Workflow
- Review your Pinned Report Widgets for relevant queues or required actions.
- Use the Activity Stream to follow up on order status changes and invoice postings.
- Utilize the Quick Actions to quickly generate new sales or purchase orders.
Field Reference & Data Dictionary
Key database fields, input parameters, and definitions associated with this workflow screen:
| Field / Parameter | Display Name | Description & Rules |
|---|---|---|
| pinned_report_widgets | Pinned Report Widgets | Dynamic, configurable KPI cards displaying relevant metrics based on user preference. |
| recent_activity | Activity Stream | Real-time timeline of recent orders, shipments, receipts, and invoices. |