Dashlod Dashboard: Centralized Project Management Hub

Dashlod Knowledge Base

Feature: Dashboard

Overview

The Dashboard is the central hub of the Dashlod platform, offering users an at-a-glance view of critical project management metrics. It provides insights into various aspects of your organization's operations, including projects, tasks, bugs, and user activity. This feature is designed to optimize project management by enhancing visibility, tracking progress, and facilitating efficient decision-making.

Key Components

  1. Dashboard Widgets

    • Total Project: Displays the total number of projects currently being managed.
    • Total Task: Shows the total number of tasks across all projects.
    • Total Bug: Lists the total bugs or issues identified within projects.
    • Total User: Indicates the total number of users actively engaged in the system.

  2. Quick Access Menus

    • Project Dashboard: Navigate to detailed project tracking and management.
    • Accounting Dashboard: Access financial metrics and transaction records.
    • HRM Dashboard: View employee-related data and manage human resource activities.
    • POS Dashboard: Monitor sales and point-of-sale (POS) activities.
    • CRM Dashboard: Manage customer relationships and view CRM analytics.

  3. Navigation Panel
    The side menu provides easy access to key modules:

    • User Management: Manage system users and permissions.
    • Items: Track and manage inventory or deliverables.
    • Proposal and Invoice: Create, manage, and view proposals and invoices.
    • Purchases: Monitor procurement and purchasing activities.
    • Projects: Access project-specific details.
    • Accounting: View and manage financial transactions and reports.

  4. Tasks Overview
    This section highlights task completion progress, offering real-time updates. If no tasks are available, a "No Data Found" message is displayed.

Primary Functions

  • Task Management: Track and visualize task progress for ongoing projects.
  • Real-Time Monitoring: Gain live updates on bugs, tasks, and user engagement.
  • Data Insights: Analyze performance metrics with easy-to-read visual widgets.
  • Centralized Control: Access various dashboards for HRM, CRM, POS, and accounting modules.

User Actions

  1. Add Projects: Navigate to the "Projects" module to create and manage new projects.
  2. Assign Tasks: Use the "User Management" section to allocate tasks to team members.
  3. Resolve Bugs: View and address issues via the "Total Bug" widget or the Project Dashboard.
  4. Analyze Data: Leverage widgets for quick insights or access detailed reports through respective modules.

Tips

  • Customize your dashboard view by selecting modules that align with your workflow.
  • Use filters within each module for a more targeted analysis.
  • Regularly update user roles and permissions for enhanced security and efficiency.