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Dashboard inside

The Dashboard section gives the Company Admin a quick visual overview of all key business areas. It is divided into seven specialized dashboards, each accessible from the Dashboard menu in the sidebar.

  • Project Dashboard: Displays a summary of all projects, including total projects, task completion rate, active bugs, team members, and total clients. It also shows a monthly progress graph, project status breakdown (Ongoing, Finished, On Hold), task priority levels (High, Medium, Low), team performance progress per member, and a list of recent company tasks.
  • Account Dashboard: Displays financial highlights, including total clients, total vendors, total customer payments received, and total vendor payments made. It includes monthly graphs for customer and vendor payments, as well as a list of recent revenue entries and recent expenses from the latest record.
  • HRM Dashboard: Displays a workforce summary including total employees, attendance today, absences, employees on leave, total branches, departments, promotions, and terminations. It also shows department-wise employee distribution, a list of employees currently on leave, employees with missing attendance today, an events and holidays calendar, recent leave applications with their approval status, and company announcements.
  • Recruitment Dashboard: The Company & HR Recruitment Management Dashboard gives a quick overview of hiring activities and is accessible from the sidebar. It includes a Career Page Link button to share your careers page, along with four key metrics: Total Candidates, Total Active Jobs, Total Interviews, and Total Onboarded employees. An Interview Schedule calendar shows upcoming interviews, while a doughnut chart displays Candidate Status and Onboarding Progress. The Hiring Funnel outlines stages, Applications, Shortlisted, Interviewed, and Hired, to track progress and identify gaps. The Attention Required section highlights pending onboarding tasks.
  • POS Dashboard: Displays point-of-sale performance, including today’s revenue, total sales, average transaction value, and total products. It includes a last 10 days sales report graph, a list of out-of-stock products by warehouse, top-selling products, and recent transactions.
  • CRM Dashboard: Displays customer relationship management data, including total deals, total leads, total users, and total clients. It includes a lead tasks calendar, a deal and lead calls breakdown by day, a deals by stage bar chart, a list of recently created deals, and a list of recently created leads.
  • Support Tickets Dashboard: The Support Tickets Dashboard provides a complete overview of your ticket management system. The top summary cards display key metrics, Total Tickets, Open Tickets, Closed Tickets, Today’s Tickets, Avg Response Time, and Active Categories. The Ticket Trends – This Year chart visualizes monthly ticket volume, while the Status Distribution donut chart breaks down tickets by Closed, In Progress, and On Hold status. Use the Ticket Link or Create Ticket buttons to manage customer inquiries quickly. The Recent Tickets section lists the latest tickets with their ID, status, title, assigned user, category, and timestamp. Click “View All” to see the complete list.

5.1 Role-Based Dashboard​

5.1.1 HR Role​

HRM Dashboard​
  • The HRM Dashboard is your daily staff summary. The moment you log in, you can see who came in today, who’s absent, who’s on leave, and how many people work in each department, all in one place. There are also quick action buttons on the right so you can add a new employee, process payroll, or apply for leave in just one click.
  • At the bottom, you’ll find a company events calendar, recent leave requests with their approval status, a list of employees who haven’t checked in today, and company announcements, so you always stay informed without jumping between different pages.
Recruitment Dashboard​
  • The Recruitment Dashboard is where you manage your entire hiring process, from job postings to onboarding, all in one screen. You can see how many candidates are in the pipeline, check upcoming interviews on a built-in calendar, and even share a QR code that takes candidates directly to your career page.
  • Two simple charts on the right show you where each candidate stands in the process and how onboarding is progressing. The Hiring Funnel at the bottom shows how many people applied, got shortlisted, were interviewed, and finally hired, so you can instantly spot where things are moving slowly and take action.

5.1.2 Customer Role​

Account Dashboard​
  • The Account Dashboard is your personal financial summary with us. Right at the top, three simple boxes show you the total amount you’ve paid, the total revenue generated, and how many transactions have taken place, no need to ask anyone for updates.
  • Below that, a clean line chart shows your payment activity over the past few months so you can see if payments went up or down over time. At the bottom, any return invoices or credit notes related to your account are listed, and if there’s nothing there yet, it simply says “No records yet.”
Support Tickets Dashboard (Customer View)​
  • The Client Support Dashboard is your personal space to raise issues, track them, and see when they’ve been resolved, without making a single phone call. There’s a big “Create New Ticket” button right at the top, so logging a problem takes just a few seconds.
  • Below that, you can see how many tickets you’ve submitted, how many are being worked on, and how many have been resolved. A simple chart shows your ticket activity over the year, and a colorful status circle tells you at a glance which tickets are closed, in progress, or on hold.

5.1.3 Staff Role​

HRM Dashboard (Employee View)​
  • The Employee Dashboard is your personal work summary. At the top, you’ll see your own attendance count for the month, approved leaves, pending requests, and absent days, like your own private report card. There’s also a Clock In / Clock Out button right on the dashboard so you can log your working hours without going anywhere else.
  • Further down, you can view your leave history, any awards you’ve received, and any warnings on record, all in a private view only you can see. The company calendar and announcements at the bottom keep you updated on team events, birthdays, and important company news.
Recruitment Dashboard (Staff / Interviewer View)​
  • The My Recruitment Dashboard is your personal hiring to-do board if you’re involved in interviewing or onboarding new joiners. Four simple cards at the top show how many interviews you’re assigned to, how many onboardings you’re handling, assessments you’ve conducted, and feedbacks you’ve submitted.
  • Below that, your recent interviews and onboardings are listed so you always know where things stand. The Task Progress section at the bottom works like a mini checklist, showing your pending and completed interview and onboarding tasks so nothing slips through the cracks.
CRM Dashboard (Staff View)​
  • The CRM User Dashboard keeps your daily customer-facing work organized in one place. Four cards at the top show your assigned deals, leads, completed tasks, and pending tasks, giving you a clear picture of your workload at any moment.
  • The Tasks Calendar shows when you need to follow up with a customer, send a quote, or attend a meeting, just like a planner you already know how to use. The Assignment Overview on the right gives you a simple breakdown of your deals, leads, task completion rate, and total deal value, so you always know how you’re performing.
Support Tickets Dashboard (Staff View)​
  • The Staff Support Dashboard is where you manage all the customer issues assigned to you, keeping your workload visible and organized. Summary cards at the top show your total tickets, how many need attention right now, how many you’ve resolved, and how many came in today.
  • A trend chart below shows how busy things have been month by month throughout the year, which is helpful for planning ahead. The colorful status circle gives you a quick visual of what’s closed, in progress, or on hold, so you always know your priorities without reading through a long list.

5.1.4 Vendor Role​

Account Dashboard (Vendor View)​
  • The Vendor Account Dashboard is your financial snapshot of your business relationship with us. Three simple boxes at the top show the total amount received, your total expenses, and how many payment transactions have been made, clear numbers with no guesswork.
  • The Monthly Payment Trend chart below shows how payments have moved over the past few months, so you can easily spot a slow month or a busy one. At the bottom, return purchase invoices and debit notes are listed if any adjustments have been made, keeping everything transparent and easy to reference.
Support Tickets Dashboard (Vendor View)​
  • The Vendor Support Portal is your dedicated space to raise and track any service issue or request, no emails, no back-and-forth. A clear “Create Support Ticket” button at the top lets you log any issue in seconds, and summary cards show how many requests you’ve raised, how many are being handled, and your resolution rate.
  • A request trends chart shows your support history throughout the year, which is helpful for spotting recurring issues. The colorful status circle on the right tells you instantly whether your requests are closed, being worked on, or temporarily on hold, so you’re never left wondering what’s happening.