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Dashboard

What it is​

Overview dashboard with statistics and charts

Who it's for​

Workspace Owner Staff

Access & Scope​

PropertyValue
Moduledashboard
Personasworkspace-owner, staff
ScopeWorkspace-level
UI LocationDashboard > Overview

| Status | active |

UI Location​

Dashboard > Overview

How it works​

The Dashboard provides a comprehensive overview of workspace activity and key metrics. It displays:

  1. Overview Statistics: Quick stats cards showing:

    • Staff members count
    • Total clients count
    • Sessions count by status (scheduled, in-progress, completed, cancelled)

  2. Sessions Status Chart: A visual bar chart showing the distribution of sessions across different statuses with percentages and counts.

  3. Visits Today Chart: Displays today's visits for both:

    • Storefront visits
    • VCard visits

  4. Products Analytics: Two sections showing:

    • Most Ordered Products: Top products by order quantity and order count
    • Most Visited Products: Products with the highest visit counts

  5. Attention Orders: Highlights orders that need attention:

    • New orders without assigned staff
    • Orders that are overdue (new status for more than 3 days)

  6. Upcoming Sessions Table: A table listing upcoming sessions with details like client name, date, time, and status.

The dashboard uses React Query for data fetching and automatically refreshes when data changes. It's accessible from the main navigation and serves as the landing page after login.

Settings​

  • Navigation Customization: Users can reorder dashboard sections in the navigation sidebar
  • Section Visibility: All sections are visible by default; no individual section hiding is available
  • Time Range: Visit charts show data for the current day only

Permissions​

  • Workspace Owner: Full access to all dashboard sections
  • Staff Members: Can view dashboard but may have limited access based on their assigned permissions
  • No specific permission checks are enforced at the dashboard level; individual sections may enforce their own permissions

Use Cases​

  1. Quick Overview: Get a snapshot of workspace health at a glance
  2. Performance Monitoring: Track key metrics like client count, session status distribution, and product popularity
  3. Order Management: Quickly identify orders that need immediate attention
  4. Session Planning: View upcoming sessions to plan daily activities
  5. Analytics Tracking: Monitor storefront and vCard visit trends

Notes / Limits​

  • Dashboard data is workspace-scoped; all statistics are filtered by the current workspace
  • Visit charts only show data for the current day; historical data is not displayed
  • The dashboard requires an active workspace to display data
  • Statistics are calculated in real-time from the database; there may be slight delays for large datasets
  • Mobile users see a simplified mobile dashboard instead of the full desktop version

Changelog​

Mon Jan 15 2024 02:00:00 GMT+0200 (Eastern European Standard Time)​

  • Initial documentation