Operations Dashboard

The Operations Dashboard is the daily operational cockpit. It provides real-time visibility across sales performance, warehouse deliveries, stock shortages, pending CRM tasks, and recent team activity through configurable widgets.

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Key Dashboard Widgets

flowchart TD
    D[Operations Dashboard /] --> K1[Configurable KPI Widgets]
    D --> K2[Quick Actions Shortcuts]
    D --> K3[Tasks Widget]
    D --> K4[Live Activity Stream]

1. KPI Summary Cards

Dynamic PinnedReportWidget cards showing live metrics tailored to your role (e.g. sales volume, pending deliveries, stock demand queues).

2. Quick Actions

Configurable one-click shortcuts to launch frequent creation flows, such as new sales orders or purchase orders.

3. Tasks Widget

The Tasks widget (DashboardTasksWidget) keeps daily action items and client touchpoints front and center:

• My Open Tasks: Lists your active CRM follow-ups with overdue dates flagged in red.
• Priorities: Visual badges for Urgent, High, Medium, and Low.
• Linked Records: Direct links to related accounts, contacts, and opportunities.
• 1-Click Completion: Check off completed tasks to immediately close them.
• Quick Creation: Click New Task to schedule a call, email, or meeting without leaving the dashboard.

4. Live Activity Stream

Real-time chronological feed of events across departments:

• Confirmed sales orders and customer shipments.
• Completed supplier receipts and stock putaways.
• Posted sales and supplier invoices.

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Daily Operator Workflow

1. Review Pinned Report Widgets for relevant queues and critical metrics.
2. Check Tasks to complete due action items or schedule new follow-ups.
3. Monitor the Activity Stream for order transitions and invoice postings.
4. Use Quick Actions to rapidly create new sales or purchase orders.