Dashboard
Overview
Dashboard – Business Overview Page
The Dashboard is the main overview page in Dafater. It gives business users a real‑time snapshot of what is happening across the organization, helping leaders and teams make quick, informed decisions without digging into individual records.
What This Page Is Used For in Business Operations
The Dashboard acts as a control center for daily operations. It allows managers, executives, and operational teams to:
- Monitor overall business performance at a glance
- Track key activities and pending actions
- Identify issues, delays, or exceptions early
- Prioritize work based on current business status
Instead of reviewing multiple reports or modules, users can rely on the Dashboard for a summarized, high‑level view.
Key Features and Functionality (Business Perspective)
From a business standpoint, the Dashboard typically provides:
- Key Performance Indicators (KPIs): High‑level metrics such as totals, counts, or financial figures relevant to the organization
- Operational Summaries: Quick views of ongoing transactions, approvals, or workloads
- Visual Insights: Charts or graphs that highlight trends, comparisons, or progress
- Quick Access Shortcuts: Direct links to frequently used pages or important records
- Alerts and Notifications: Visibility into overdue tasks, pending approvals, or exceptions requiring attention
All information is presented in a simple, visual format to support fast decision‑making.
How to Navigate and Use the Page Effectively
To use the Dashboard efficiently:
- Start Your Day Here: Use it as the first page you review to understand current priorities
- Scan KPIs First: Look at key numbers to assess performance and spot unusual changes
- Review Alerts and Pending Items: Identify tasks or approvals that need immediate action
- Use Shortcuts: Navigate directly to detailed records or lists from the Dashboard
- Monitor Trends: Regularly review charts to understand business patterns over time
The Dashboard is designed for quick scanning rather than deep analysis.
Common Business Scenarios Where This Page Is Used
The Dashboard is commonly used in situations such as:
- Management Reviews: Executives checking overall performance before meetings
- Daily Operations: Team leads monitoring workloads and task completion
- Approval Management: Managers tracking pending approvals and follow‑ups
- Performance Tracking: Business owners reviewing trends and growth indicators
- Issue Identification: Spotting bottlenecks or delays early in the process
It supports both strategic oversight and day‑to‑day operational control.
Important Information Displayed on the Page
The Dashboard typically displays:
- Summary metrics relevant to the business
- Status of key processes and activities
- Pending actions and approvals
- Visual indicators of performance trends
- Quick links to commonly used business areas
All information is tailored to help users focus on what matters most at that moment.
Business Value
The Dashboard in Dafater improves visibility, saves time, and supports better decision‑making by presenting critical business information in one clear, easy‑to‑understand view.
Page Information
- Module: Core
- Page Name: dashboard-view
- Standard: Yes