Dashboard

What it is

Overview dashboard with statistics and charts

Who it's for

Workspace Owner Staff

Access & Scope

Property	Value
Module	dashboard
Personas	workspace-owner, staff
Scope	Workspace-level
UI Location	Dashboard > Overview

| Status | active |

UI Location

Dashboard > Overview

How it works

The Dashboard provides a comprehensive overview of workspace activity and key metrics through customizable widgets. Workspace owners can fully customize their dashboard by adding, removing, rearranging, and resizing widgets.

Why Dashboard Widgets Are Valuable

Dashboard widgets are one of the most powerful features in Placio, providing:

• Real-Time Insights: All widgets update in real-time, giving you instant access to current workspace data
• Complete Customization: Build your perfect dashboard with only the widgets you need
• Visual Analytics: Charts and graphs make it easy to understand trends and patterns
• Quick Actions: Many widgets provide direct links to take action on the data
• Comprehensive Coverage: 90 widgets cover every aspect of your workspace
• Flexible Layout: Drag, drop, resize, and organize widgets exactly how you want
• Widget Groups: Organize related widgets into groups for better organization
• Mobile Responsive: Widgets adapt to different screen sizes automatically

Widget Value by Category

• Financial Widgets (20 widgets): Complete financial overview including revenue, expenses, payments, and recurring expenses
• Sessions Widgets (11 widgets): Track sessions, scheduling, and session analytics
• Orders Widgets (12 widgets): Monitor storefront orders, products, and inventory
• Analytics Widgets (10 widgets): Deep insights into business performance and trends
• Client Widgets (9 widgets): Client management, retention, and analytics
• Staff Widgets (7 widgets): Staff performance, availability, and workload
• Settings Widgets (6 widgets): Workspace status, subscription, and usage tracking
• Notifications Widgets (5 widgets): Stay on top of important notifications
• Evaluation Widgets (5 widgets): Track client satisfaction and ratings
• VCard Widgets (5 widgets): Monitor digital business card performance

Customizable Widgets

The dashboard uses a flexible widget system that allows workspace owners to:

• Add Widgets: Choose from available widgets and add them to the dashboard
• Remove Widgets: Delete unwanted widgets from the dashboard
• Rearrange Widgets: Drag and drop widgets to reorder them
• Resize Widgets: Adjust widget sizes to fit your preferences
• Edit Mode: Toggle edit mode to customize the dashboard layout

Widget Summary

The dashboard system includes 90 widgets organized into 10 categories, providing comprehensive coverage of all workspace aspects. Each widget is fully customizable, resizable, and can be positioned anywhere on the dashboard.

Category	Count	Description	Key Widgets
Sessions (الجلسات)	11	Session management, scheduling, and statistics	Sessions Status Chart, Upcoming Sessions, Mini Calendar
Clients (العملاء)	9	Client management, analytics, and retention	Total Clients, Active Clients, Client Retention Rate
Staff (الموظفين)	7	Staff management, performance, and availability	Staff Performance, Staff Revenue, Available Staff Now
Financial (المالية)	20	Revenue, expenses, payments, recurring expenses, and financial analytics	Revenue Charts, Recurring Expenses Stats, Net Profit
Orders (الطلبات)	12	Storefront orders, products, and inventory	Attention Orders, Most Ordered Products, Low Stock
Analytics (التحليلات)	10	Analytics, KPIs, trends, and performance metrics	KPI Dashboard, Growth Trends, Peak Hours Analysis
Notifications (الإشعارات)	5	Notification management and statistics	Unread Notifications, Recent Notifications, Notification Stats
Evaluations (التقييمات)	5	Client evaluations and ratings	Average Rating, Evaluation Distribution, Response Rate
VCard (البطاقة الشخصية)	5	Virtual card analytics and statistics	VCard Visits, Link Clicks, Monthly Stats
Settings (الإعدادات)	6	Workspace settings, subscription, and usage tracking	Subscription Status, Storage Usage, SMS Usage
Total	90	Complete dashboard widget ecosystem	All widgets fully documented with IDs, sizes, and descriptions

Widget Status

• Implemented (32 widgets): Fully functional widgets ready for use, including all 5 new session widgets (cancelled-sessions, sessions-by-staff, sessions-by-service, sessions-monthly-chart, sessions-mini-calendar) and all 6 new recurring expenses widgets (recurring-expenses-stats, upcoming-recurring-expenses, recurring-expenses-this-month, pending-recurring-expenses, active-recurring-expense-rules, recurring-expenses-by-frequency)
• Under Development (58 widgets): Widgets showing "قيد التطوير" status in the widget manager. These widgets are available for addition to the dashboard but display a "قيد التطوير" (Under Development) message until their functionality is completed.

Widget Categories

Widgets are organized into 10 categories to make it easier to find and add them:

1. الجلسات (Sessions) - 11 widgets for session management and statistics
2. العملاء (Clients) - 9 widgets for client management and analytics
3. الموظفين (Staff) - 7 widgets for staff management and performance
4. المالية (Financial) - 20 widgets for revenue, expenses, recurring expenses, and financial analytics
5. الطلبات (Orders) - 12 widgets for storefront orders and products
6. التحليلات (Analytics) - 10 widgets for analytics and statistics
7. الإشعارات (Notifications) - 5 widgets for notification management
8. التقييمات (Evaluations) - 5 widgets for client evaluations and ratings
9. البطاقة الشخصية (VCard) - 5 widgets for virtual card analytics
10. الإعدادات (Settings) - 6 widgets for workspace settings and information

Available Widgets

The dashboard includes 90 widgets across 10 categories. Each widget provides specific insights and can be customized, resized, and positioned according to your needs. Widgets are fully interactive and update in real-time.

Sessions Category (11 widgets)

Widget IDs: sessions-status-chart, upcoming-sessions-table, today-sessions, weekly-sessions, monthly-sessions, delayed-sessions, cancelled-sessions, sessions-by-staff, sessions-by-service, sessions-monthly-chart, sessions-mini-calendar

1. الجلسات حسب الحالة (Sessions Status Chart) - sessions-status-chart

   • Type: Bar Chart
   • Default Size: 8 × 6
   • Status: ✅ Implemented
   • Description: Visual bar chart showing the distribution of sessions across different statuses (scheduled, in-progress, completed, cancelled) with percentages and counts. Helps quickly understand session status distribution.

2. الجلسات القادمة (Upcoming Sessions Table) - upcoming-sessions-table

   • Type: Table
   • Default Size: 12 × 8
   • Status: ✅ Implemented
   • Description: Table listing upcoming sessions with details like client name, date, time, and status. Perfect for planning daily activities.

3. الجلسات اليوم (Today's Sessions) - today-sessions

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Displays the count of sessions scheduled for today. Quick overview of today's workload.

4. الجلسات هذا الأسبوع (Weekly Sessions) - weekly-sessions

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Shows the count of sessions scheduled for this week. Weekly planning overview.

5. الجلسات هذا الشهر (Monthly Sessions) - monthly-sessions

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Displays the count of sessions scheduled for this month. Monthly capacity overview.

6. الجلسات المتأخرة (Delayed Sessions) - delayed-sessions

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: Lists sessions that have passed their scheduled time. Helps identify sessions that need immediate attention.

7. الجلسات الملغاة (Cancelled Sessions) - cancelled-sessions

   • Type: Stat Card / Chart
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Displays the count of cancelled sessions. Can be filtered by date range. Track cancellation patterns.

8. توزيع الجلسات حسب الموظف (Sessions by Staff) - sessions-by-staff

   • Type: Pie Chart
   • Default Size: 6 × 6
   • Status: ✅ Implemented
   • Description: Pie chart showing the distribution of sessions among staff members. Only includes sessions that have a responsible staff member assigned. Visual workload distribution.

9. توزيع الجلسات حسب الخدمة (Sessions by Service) - sessions-by-service

   • Type: Pie Chart
   • Default Size: 6 × 6
   • Status: ✅ Implemented
   • Description: Pie chart showing the distribution of sessions across different services. Uses service colors for visual identification. Understand service popularity.

10. إحصائيات الجلسات الشهرية (Monthly Sessions Statistics) - sessions-monthly-chart

    • Type: Bar Chart
    • Default Size: 12 × 6
    • Status: ✅ Implemented
    • Description: Bar chart displaying session statistics over multiple months, including breakdown by status (scheduled, completed, cancelled). Track monthly trends.

11. تقويم الجلسات المصغر (Mini Sessions Calendar) - sessions-mini-calendar

    • Type: Calendar
    • Default Size: 6 × 6
    • Status: ✅ Implemented
    • Description: Compact calendar view showing scheduled sessions. Each day displays the number of sessions scheduled for that day. The number below the date indicates the session count. Quick visual overview of session distribution.

Clients Category (9 widgets)

Widget IDs: total-clients, new-clients-this-month, active-clients, inactive-clients, top-spending-clients, clients-with-balance, recent-clients, clients-by-tag, client-retention-rate

1. إجمالي العملاء (Total Clients) - total-clients

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Displays the total number of clients. Overall client base size.

2. العملاء الجدد هذا الشهر (New Clients This Month) - new-clients-this-month

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Shows the count of clients registered this month. Track new client acquisition.

3. العملاء النشطون (Active Clients) - active-clients

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Displays the count of active clients (with recent sessions). Engaged client base.

4. العملاء غير النشطين (Inactive Clients) - inactive-clients

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Shows the count of inactive clients. Identify clients needing re-engagement.

5. العملاء الأكثر إنفاقاً (Top Spending Clients) - top-spending-clients

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of clients with highest spending. Identify VIP clients.

6. العملاء الذين لديهم رصيد مستحق (Clients with Balance) - clients-with-balance

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of clients with outstanding balances. Track accounts receivable.

7. العملاء الجدد (Recent Clients) - recent-clients

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: Shows the last 10 registered clients. Monitor recent client activity.

8. توزيع العملاء حسب الفئة (Clients by Tag) - clients-by-tag

   • Type: Pie/Bar Chart
   • Default Size: 6 × 6
   • Status: ✅ Implemented
   • Description: Chart showing client distribution by tags/categories. Understand client segmentation.

9. معدل الاحتفاظ بالعملاء (Client Retention Rate) - client-retention-rate

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Displays the percentage of returning clients. Key metric for business health.

Staff Category (7 widgets)

Widget IDs: total-staff, active-staff, available-staff-now, staff-performance, staff-revenue, busiest-staff, staff-on-leave

1. إجمالي الموظفين (Total Staff) - total-staff

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Displays the total number of staff members. Team size overview.

2. الموظفون النشطون (Active Staff) - active-staff

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Shows the count of active staff members. Currently working staff.

3. الموظفون المتاحون الآن (Available Staff Now) - available-staff-now

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: Displays staff members currently available. Real-time availability for scheduling.

4. أداء الموظفين (Staff Performance) - staff-performance

   • Type: Bar Chart
   • Default Size: 8 × 6
   • Status: ✅ Implemented
   • Description: Comparison of staff performance by session count. Track productivity and workload distribution.

5. إيرادات الموظفين (Staff Revenue) - staff-revenue

   • Type: Bar Chart
   • Default Size: 8 × 6
   • Status: ✅ Implemented
   • Description: Comparison of revenue generated by each staff member. Revenue contribution analysis.

6. الموظفون الأكثر انشغالاً (Busiest Staff) - busiest-staff

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of staff members with most sessions. Identify workload distribution.

7. الموظفون في إجازة (Staff on Leave) - staff-on-leave

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of staff members currently on leave. Plan for staff absences.

Financial Category (20 widgets)

Widget IDs: revenue-today, revenue-this-month, revenue-this-year, revenue-monthly-chart, revenue-by-service, revenue-by-staff, pending-payments, overdue-payments, expenses-this-month, net-profit, monthly-growth-rate, payments-today, packages-sold, discounts-applied, recurring-expenses-stats, upcoming-recurring-expenses, recurring-expenses-this-month, pending-recurring-expenses, active-recurring-expense-rules, recurring-expenses-by-frequency

This is the largest widget category with 20 widgets covering all financial aspects including revenue, expenses, payments, and recurring expenses.

1. إجمالي الإيرادات اليوم (Revenue Today) - revenue-today

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Today's total revenue. Quick daily revenue overview.

2. إجمالي الإيرادات هذا الشهر (Revenue This Month) - revenue-this-month

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: This month's total revenue. Monthly revenue tracking.

3. إجمالي الإيرادات هذا العام (Revenue This Year) - revenue-this-year

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: This year's total revenue. Annual revenue overview.

4. الإيرادات حسب الشهر (Revenue Monthly Chart) - revenue-monthly-chart

   • Type: Line/Bar Chart
   • Default Size: 12 × 6
   • Status: ✅ Implemented
   • Description: Chart showing revenue trends by month. Track revenue growth over time.

5. الإيرادات حسب الخدمة (Revenue by Service) - revenue-by-service

   • Type: Pie/Bar Chart
   • Default Size: 6 × 6
   • Status: ✅ Implemented
   • Description: Chart showing revenue distribution by service. Identify most profitable services.

6. الإيرادات حسب الموظف (Revenue by Staff) - revenue-by-staff

   • Type: Pie/Bar Chart
   • Default Size: 6 × 6
   • Status: ✅ Implemented
   • Description: Chart showing revenue distribution by staff. Track staff performance by revenue.

7. الدخل المستحقة (Pending Payments) - pending-payments

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of pending payments. Track payments awaiting collection.

8. الدخل المتأخرة (Overdue Payments) - overdue-payments

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of overdue payments. Identify payments that need immediate follow-up.

9. النفقات هذا الشهر (Expenses This Month) - expenses-this-month

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Total expenses for this month. Monthly expense tracking.

10. صافي الربح (Net Profit) - net-profit

    • Type: Stat Card
    • Default Size: 4 × 3
    • Status: ✅ Implemented
    • Description: Net profit calculation (revenue - expenses). Key profitability metric.

11. معدل النمو الشهري (Monthly Growth Rate) - monthly-growth-rate

    • Type: Stat Card
    • Default Size: 4 × 3
    • Status: ✅ Implemented
    • Description: Percentage growth compared to previous month. Track month-over-month growth.

12. الدخل اليوم (Payments Today) - payments-today

    • Type: Stat Card
    • Default Size: 4 × 3
    • Status: ✅ Implemented
    • Description: Count of payments received today. Daily payment activity.

13. الحزم المباعة (Packages Sold) - packages-sold

    • Type: Stat Card
    • Default Size: 4 × 3
    • Status: ✅ Implemented
    • Description: Count of packages sold. Track package sales performance.

14. الخصومات المطبقة (Discounts Applied) - discounts-applied

    • Type: Stat Card
    • Default Size: 4 × 3
    • Status: ✅ Implemented
    • Description: Total value of discounts applied. Monitor discount usage.

15. إحصائيات النفقات الدورية (Recurring Expenses Stats) - recurring-expenses-stats

    • Type: Statistics Dashboard
    • Default Size: 8 × 6
    • Status: ✅ Implemented
    • Description: Comprehensive statistics about recurring expenses including pending, posted, upcoming, and skipped occurrences with amounts and counts. Complete overview of recurring expense status.

16. النفقات الدورية القادمة (Upcoming Recurring Expenses) - upcoming-recurring-expenses

    • Type: List
    • Default Size: 6 × 6
    • Status: ✅ Implemented
    • Description: List of the next 5-10 upcoming recurring expense occurrences with title, vendor, due date, and amount. Plan for upcoming expenses.

17. إجمالي النفقات الدورية هذا الشهر (Recurring Expenses This Month) - recurring-expenses-this-month

    • Type: Stat Card
    • Default Size: 4 × 3
    • Status: ✅ Implemented
    • Description: Total value of all recurring expenses scheduled for the current month, including count of occurrences. Monthly recurring expense summary.

18. النفقات الدورية المعلقة (Pending Recurring Expenses) - pending-recurring-expenses

    • Type: Stat Card
    • Default Size: 4 × 3
    • Status: ✅ Implemented
    • Description: Count and total value of pending recurring expenses that need attention and follow-up. Track expenses requiring action.

19. قواعد النفقات الدورية النشطة (Active Recurring Expense Rules) - active-recurring-expense-rules

    • Type: Stat Card
    • Default Size: 4 × 3
    • Status: ✅ Implemented
    • Description: Count of active recurring expense rules configured for the workspace. Overview of automated expense tracking.

20. توزيع النفقات الدورية حسب التكرار (Recurring Expenses by Frequency) - recurring-expenses-by-frequency

    • Type: Pie Chart
    • Default Size: 8 × 6
    • Status: ✅ Implemented
    • Description: Pie chart showing the distribution of recurring expenses by frequency (daily, monthly, yearly) with counts and total amounts for each frequency type. Visual breakdown of expense patterns.

Orders Category (12 widgets)

Widget IDs: attention-orders, most-ordered-products, most-visited-products, orders-today, pending-orders, completed-orders, cancelled-orders, storefront-revenue, monthly-orders, average-order-value, low-stock-products, top-profitable-products

1. الطلبات التي تحتاج إلى متابعة (Attention Orders) - attention-orders

   • Type: List
   • Default Size: 8 × 6
   • Status: ✅ Implemented
   • Description: Highlights orders that need attention:
     • New orders without assigned staff
     • Orders that are overdue (new status for more than 3 days)
   • Use Case: Quickly identify orders requiring immediate action.

2. المنتجات الأكثر طلباً (Most Ordered Products) - most-ordered-products

   • Type: List
   • Default Size: 6 × 6
   • Status: ✅ Implemented
   • Description: List showing top products by order quantity and order count. Identify best-selling products.

3. المنتجات الأكثر زيارة (Most Visited Products) - most-visited-products

   • Type: List with Progress Bars
   • Default Size: 6 × 6
   • Status: ✅ Implemented
   • Description: Products with the highest visit counts, displayed with progress bars. Track product popularity and interest.

4. الطلبات اليوم (Orders Today) - orders-today

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Count of orders received today. Daily order activity.

5. الطلبات المعلقة (Pending Orders) - pending-orders

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of pending orders. Track orders awaiting processing.

6. الطلبات المكتملة (Completed Orders) - completed-orders

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Count of completed orders. Track order fulfillment.

7. الطلبات الملغاة (Cancelled Orders) - cancelled-orders

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Count of cancelled orders. Monitor cancellation rate.

8. إيرادات المتجر (Storefront Revenue) - storefront-revenue

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Total revenue from storefront. E-commerce revenue tracking.

9. عدد الطلبات الشهري (Monthly Orders) - monthly-orders

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Count of orders received this month. Monthly order volume.

10. متوسط قيمة الطلب (Average Order Value) - average-order-value

    • Type: Stat Card
    • Default Size: 4 × 3
    • Status: ✅ Implemented
    • Description: Average value per order. Key e-commerce metric.

11. المنتجات قليلة المخزون (Low Stock Products) - low-stock-products

    • Type: List
    • Default Size: 6 × 5
    • Status: ✅ Implemented
    • Description: List of products with low stock levels. Inventory management.

12. المنتجات الأكثر ربحية (Top Profitable Products) - top-profitable-products

    • Type: List
    • Default Size: 6 × 5
    • Status: ✅ Implemented
    • Description: List of most profitable products. Identify high-margin products.

Analytics Category (10 widgets)

Widget IDs: visits-today-chart, weekly-visits, monthly-visits, conversion-rate, cancellation-rate, attendance-rate, kpi-dashboard, performance-comparison, growth-trends, peak-hours-analysis

1. الزيارات اليوم (Visits Today Chart) - visits-today-chart

   • Type: Dual Chart
   • Default Size: 12 × 6
   • Status: ✅ Implemented
   • Description: Displays today's visits for both:
     • Storefront visits
     • VCard visits
   • Use Case: Real-time traffic monitoring for both storefront and vCard.

2. إحصائيات الزيارات الأسبوعية (Weekly Visits) - weekly-visits

   • Type: Line/Bar Chart
   • Default Size: 12 × 6
   • Status: ✅ Implemented
   • Description: Chart showing visits over the week. Weekly traffic patterns.

3. إحصائيات الزيارات الشهرية (Monthly Visits) - monthly-visits

   • Type: Line/Bar Chart
   • Default Size: 12 × 6
   • Status: ✅ Implemented
   • Description: Chart showing visits over the month. Monthly traffic trends.

4. معدل التحويل (Conversion Rate) - conversion-rate

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Percentage of visitors who become clients. Key marketing metric.

5. معدل الإلغاء (Cancellation Rate) - cancellation-rate

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Percentage of cancelled sessions. Track cancellation patterns.

6. معدل الحضور (Attendance Rate) - attendance-rate

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Percentage of sessions attended. Client engagement metric.

7. مؤشرات الأداء الرئيسية (KPI Dashboard) - kpi-dashboard

   • Type: Dashboard
   • Default Size: 12 × 8
   • Status: ✅ Implemented
   • Description: Key Performance Indicators dashboard. Comprehensive business metrics overview.

8. مقارنة الأداء (Performance Comparison) - performance-comparison

   • Type: Comparison Chart
   • Default Size: 12 × 6
   • Status: ✅ Implemented
   • Description: Comparison of this month vs last month. Month-over-month performance analysis.

9. اتجاهات النمو (Growth Trends) - growth-trends

   • Type: Line Chart
   • Default Size: 12 × 6
   • Status: ✅ Implemented
   • Description: Chart showing growth trends. Long-term business growth visualization.

10. تحليل الذروة (Peak Hours Analysis) - peak-hours-analysis

    • Type: Bar Chart
    • Default Size: 12 × 6
    • Status: ✅ Implemented
    • Description: Analysis of peak hours for sessions. Optimize scheduling and resource allocation.

Notifications Category (5 widgets)

Widget IDs: unread-notifications, recent-notifications, important-notifications, notification-stats, scheduled-notifications

1. الإشعارات غير المقروءة (Unread Notifications) - unread-notifications

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Count of unread notifications. Track notification backlog.

2. الإشعارات الأخيرة (Recent Notifications) - recent-notifications

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of recent notifications. Stay updated with latest activity.

3. الإشعارات المهمة (Important Notifications) - important-notifications

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of important notifications. Prioritize critical alerts.

4. إحصائيات الإشعارات (Notification Stats) - notification-stats

   • Type: Statistics Dashboard
   • Default Size: 8 × 6
   • Status: ✅ Implemented
   • Description: Statistics about sent and received notifications. Notification activity overview.

5. الإشعارات المجدولة (Scheduled Notifications) - scheduled-notifications

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Count of scheduled notifications. Track upcoming notifications.

Evaluations Category (5 widgets)

Widget IDs: pending-evaluations, average-rating, recent-evaluations, evaluation-distribution, evaluation-response-rate

1. التقييمات المعلقة (Pending Evaluations) - pending-evaluations

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of pending evaluations. Track evaluations awaiting client response.

2. متوسط التقييمات (Average Rating) - average-rating

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Displays the average client rating. Overall service quality metric.

3. التقييمات الأخيرة (Recent Evaluations) - recent-evaluations

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of recent evaluations. Monitor latest client feedback.

4. توزيع التقييمات (Evaluation Distribution) - evaluation-distribution

   • Type: Pie/Bar Chart
   • Default Size: 6 × 6
   • Status: ✅ Implemented
   • Description: Chart showing evaluation distribution. Visual breakdown of ratings.

5. معدل الاستجابة للتقييمات (Evaluation Response Rate) - evaluation-response-rate

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Percentage of clients responding to evaluation requests. Client engagement metric.

VCard Category (5 widgets)

Widget IDs: vcard-visits, vcard-link-clicks, vcard-shares, vcard-monthly-stats, vcard-top-sections

1. زيارات البطاقة الشخصية (VCard Visits) - vcard-visits

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Count of vCard visits. Track digital business card engagement.

2. النقرات على الروابط (Link Clicks) - vcard-link-clicks

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Count of link clicks in vCard. Measure link engagement.

3. مشاركات البطاقة (VCard Shares) - vcard-shares

   • Type: Stat Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Count of vCard shares. Track viral reach and sharing.

4. الإحصائيات الشهرية (Monthly Stats) - vcard-monthly-stats

   • Type: Statistics Dashboard
   • Default Size: 12 × 6
   • Status: ✅ Implemented
   • Description: Comprehensive monthly vCard statistics. Complete monthly vCard performance overview.

5. أكثر الأقسام زيارة (Top Sections) - vcard-top-sections

   • Type: List
   • Default Size: 6 × 5
   • Status: ✅ Implemented
   • Description: List of most visited vCard sections. Understand what clients find most interesting.

Settings Category (6 widgets)

Widget IDs: plan-pricing-card, subscription-status, storage-usage, sms-usage, ai-usage, workspace-info

1. خطة الاشتراك (Plan Pricing Card) - plan-pricing-card

   • Type: Card
   • Default Size: 4 × 4
   • Status: ✅ Implemented
   • Description: Displays current subscription plan information including plan name, price, and billing period. Subscription overview.

2. حالة الاشتراك (Subscription Status) - subscription-status

   • Type: Status Card
   • Default Size: 4 × 3
   • Status: ✅ Implemented
   • Description: Displays current subscription status with end date and remaining days. Monitor subscription health.

3. استخدام التخزين (Storage Usage) - storage-usage

   • Type: Progress Card
   • Default Size: 6 × 4
   • Status: ✅ Implemented
   • Description: Shows storage space usage with progress bar and file count. Monitor storage quota.

4. استخدام SMS (SMS Usage) - sms-usage

   • Type: Progress Card
   • Default Size: 6 × 4
   • Status: ✅ Implemented
   • Description: Displays SMS usage statistics including balance, messages sent, and cost. Track SMS consumption.

5. استخدام AI (AI Usage) - ai-usage

   • Type: Progress Card
   • Default Size: 6 × 4
   • Status: ✅ Implemented
   • Description: Shows AI features usage including balance, usages, and cost. Monitor AI tool consumption.

6. معلومات Workspace (Workspace Info) - workspace-info

   • Type: Info Card
   • Default Size: 6 × 4
   • Status: ✅ Implemented
   • Description: Displays basic workspace information. Quick workspace details reference.

Dashboard Layout

• Responsive Grid: Widgets are arranged in a responsive grid layout that adapts to different screen sizes
• Drag and Drop: In edit mode, widgets can be dragged to rearrange their positions
• Resizable: Widgets can be resized by dragging their corners in edit mode
• RTL Support: Full support for right-to-left (RTL) languages like Arabic
• Widget Groups: Organize related widgets into groups with custom names, colors, and separators

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.

Widget Groups

Widget groups allow you to organize related widgets together for better dashboard organization:

• Create Groups: Click "إضافة مجموعة" (Add Group) to create a new widget group
• Group Features:
  • Custom name for each group
  • Optional background color
  • Optional separators above and/or below the group
  • Group header with settings and auto-arrange buttons
• Add Widgets to Groups: When adding a widget, you can choose which group to add it to, or leave it standalone
• Move Widgets: Use the widget settings dialog to move widgets between groups or make them standalone
• Group Management:
  • Drag groups by their header to move the entire group
  • Each group has its own auto-arrange button to organize widgets within the group
  • Delete groups (widgets inside become standalone when a group is deleted)
• Standalone Widgets: Widgets can exist without groups and are displayed independently on the dashboard

Settings

Dashboard Customization

• Edit Mode: Click the "Edit" button to enter edit mode and customize your dashboard
• Add Widgets: Click "Add Widget" to open the widget manager and add new widgets
• Add Groups: Click "إضافة مجموعة" (Add Group) to create a new widget group (always visible, not just in edit mode)
• Remove Widgets: In edit mode, click the delete button (X) on any widget to remove it, or use the delete option in widget settings
• Remove Groups: Use the group settings dialog to delete groups (widgets inside become standalone)
• Drag to Reorder: In edit mode, drag widgets or groups to rearrange their positions
• Resize Widgets: In edit mode, drag widget corners to resize them
• Refresh Widget Data: Click the refresh icon (↻) on any widget to manually refresh its data
• Widget Settings: Click the settings icon (⚙️) on any widget (always visible) to:
  • Customize appearance (title, background color, chart type)
  • Move widget to a different group or make it standalone
  • Delete the widget
• Group Settings: Click the settings icon (⚙️) on any group header (always visible) to:
  • Change group name
  • Set background color
  • Toggle separators
  • Delete the group
• Save Changes: Changes are automatically saved when you exit edit mode

Widget Settings

Each widget can be customized with the following settings:

• Custom Title: Click the settings icon (⚙️) on any widget to open the settings dialog and set a custom title
• Background Color: Set a custom background color for the widget using the color picker in the settings dialog
• Chart Type: For chart widgets (e.g., sessions-by-service, sessions-by-staff, revenue-monthly-chart), choose between different chart types:
  • خطي (Line): Line chart showing trends over time
  • أعمدة (Bar): Bar chart for comparing values
  • دائري (Pie): Pie chart for showing proportions
  • منطقة (Area): Area chart for cumulative values
• Default Sizes: Each widget has a default size, but can be customized
• Scroll Support: Widgets with long content automatically show internal scrollbars
• RTL Layout: Widgets properly display content in right-to-left direction for Arabic

Accessing Widget Settings

1. Click the settings icon (⚙️) in the top-right corner of any widget
2. In the settings dialog:
   • Enter a custom title (optional)
   • Choose a background color using the color picker (optional)
   • Select a chart type for chart widgets (optional)
3. Click "حفظ" (Save) to apply the changes

Settings are saved per widget instance and persist across sessions.

Other Settings

• Navigation Customization: Users can reorder dashboard sections in the navigation sidebar
• 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. Customized Dashboard: Personalize your dashboard with only the widgets you need
3. Performance Monitoring: Track key metrics like session status distribution and product popularity
4. Order Management: Quickly identify orders that need immediate attention
5. Session Planning: View upcoming sessions to plan daily activities
6. Analytics Tracking: Monitor storefront and vCard visit trends
7. Subscription Monitoring: Keep track of your subscription plan and pricing

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
• Widget customization is only available to workspace owners
• Widget layouts are saved per workspace and persist across sessions
• Mobile users see a simplified mobile dashboard instead of the full desktop version
• Widget positions and sizes are stored in the database and synchronized across devices

Complete Widget Reference

Quick Reference Table

Category	Widget Count	Key Features	Status
Sessions	11	Session management, scheduling, status tracking, calendar view	✅ All Implemented
Clients	9	Client analytics, retention, spending, segmentation	✅ All Implemented
Staff	7	Staff performance, availability, revenue contribution	✅ All Implemented
Financial	20	Revenue, expenses, payments, recurring expenses, analytics	✅ All Implemented
Orders	12	Storefront orders, products, inventory, revenue	✅ All Implemented
Analytics	10	KPIs, trends, conversion rates, growth analysis	✅ All Implemented
Notifications	5	Notification management, stats, important alerts	✅ All Implemented
Evaluations	5	Client ratings, feedback, response rates	✅ All Implemented
VCard	5	Digital business card analytics and performance	✅ All Implemented
Settings	6	Subscription, storage, SMS, AI usage, workspace info	✅ All Implemented
Total	90	Complete widget ecosystem covering all workspace aspects	✅ 32 Fully Functional

Note: All 90 widgets are available for addition to your dashboard. 32 widgets are fully implemented and ready to use. The remaining widgets are under active development and will display a "قيد التطوير" (Under Development) message until their functionality is completed.

Widget Status Indicators

When browsing widgets in the Widget Manager modal:

• Widgets with orange "قيد التطوير" label are under active development
• Widgets without labels are fully implemented and ready for use
• All widgets can be added to the dashboard, but under-development widgets will display a "قيد التطوير" message until functionality is completed

Related Documentation

• Dashboard Widgets API - API endpoints for managing dashboard widgets

Changelog

Customizable Dashboard Widgets

• Added customizable dashboard widget system
• Widgets can be added, removed, rearranged, and resized
• Full RTL support for Arabic language
• Responsive grid layout with drag and drop functionality
• Internal scrollbars for widgets with long content

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

• Initial documentation