BIZ1 Report and BIZ1 Dashboard Module

BIZ1 Report and BIZ1 Dashboard — Full Functional Description
 

BIZ1 is designed around two complementary experiences:
 

1. BIZ1 Report – A secure external analytics portal for high-level insights

2. BIZ1 Dashboard – The operational control center where daily work happens
    

Together, they cover the full lifecycle: Data → Activity → Insight → Decision.
 

BIZ1 Report — External Data Analysis Gateway
 

BIZ1 Report is not part of the internal Dashboard UI. Instead, it serves as a trusted bridge to an external reporting environment. Its role is to present aggregated, cross-module analytics without requiring an additional login.
 

From the user's perspective, it feels seamless:
 

• One click from the Progress menu

• A new tab automatically opens

• Reports load already authenticated
   

Behind the scenes, the system generates a time-limited daily token, ensuring:
 

• Security (no permanent credentials exposed)

• Convenience (no re-login needed)

• Consistency (reports always reflect the same user context)
   

This makes BIZ1 Report ideal for:
 

• Owners and Managers

• Strategic Reviews

• KPI Monitoring

• Long-term Trend Analysis
   

BIZ1 Dashboard — The System's Operational Heart
 

BIZ1 Dashboard is where all daily business activity happens.

It is multilingual, role-aware, and modular, adapting its menus and data to the user's permissions and plan.
 

Visually, the Dashboard is structured around:
 

• A top navigation bar for global modules

• A left sidebar for operational areas

• A main content area that changes based on the selected module
   

A language selector instantly switches the UI (including RTL/LTR behavior)

 

Language and Localization (Applies to Everything)
 

Before diving into screens, it's important to understand language behavior.
 

The BIZ1 Dashboard is fully multilingual:
 

• English (LTR)

• Hebrew (RTL)

• Thai

• (and additional languages depending on configuration)
   

• When a user switches language:
   

• All labels, buttons, menus, and titles update

• Language selection affects:

• Sidebar

• Header

• Dashboard labels

• Client columns

• Menu names

• This makes Biz1 useful for international teams with mixed languages.

• The interface direction automatically switches (RTL for Hebrew)

• The data itself (names, cities, notes) remains unchanged
   

Dashboard Menu — Conceptual Overview
 

The Dashboard Menu is not a random list of pages.

It is intentionally organized to reflect a natural business workflow:
 

1. Clients – Who are the people you work with

2. Documents – What you generate and keep

3. Custom Tabs – How you extend and personalize data

4. Insurance – Unique and regulated operations

5. Work Log – What work was done and when

6. Expenses – How much was spent

7. Settings – How everything is configured
    

Each menu item is visually represented by an icon, allowing for quick identification even before reading the labels.
 

All Clients — The Central Work Screen
 

This is the most frequently used area in BIZ1.
 

Opening All Clients brings the user to a combined dashboard + list view:
 

• At the top, visual widgets summarize client data (distribution, totals, trends)

• Below, a powerful table displays client records with pagination and filters
   

This screen allows users to:
 

• Search and filter clients instantly

• Filter clients by status, folder, or tag

• Open full client profiles

• Initiate communication (call, email, WhatsApp)

• Attach documents, tasks, and notes
   

Since almost every other module refers to client data, "All Clients" serves as the system's anchor point.
 

Documents — Business Memory and Compliance
 

The Documents section manages everything that needs to be stored, referenced, or proven.
 

Here, users work with:
 

• Proposals and Orders

• Invoices and Receipts

• Financial and Operational Documents

• Linked Client Files
   

Documents are never isolated. They are:
 

• Linked to clients

• Filtered by type

• Controlled by folder permissions

• Visible based on role
   

This ensures that documents serve both daily operations and long-term responsibilities.
 

Custom Tabs — Controlled Flexibility
 

Custom Tabs exist to solve one problem:
 

Every business needs custom data, but not every business needs custom code.

Custom tabs allow administrators to add internal pages built within entities such as clients or projects.
 

They are used for:
 

• Industry-specific data

• Internal workflows

• Compliance checks

• Extended client information
   

Unlike menu links, custom tabs are located within existing pages, making them feel natural and context-dependent.
 

Insurance — Handling a Unique Domain
 

The Insurance section appears only when the module is activated, reinforcing BIZ1's modular design.
 

It handles:
 

• Policies

• Coverage details

• Insurance providers

• Regulated financial data
   

Since insurance data is often linked to clients and laden with documents, this module deeply integrates with:
 

• Clients

• Documents

• Saved views and filters
   

Work Log — Time, Effort, Accountability
 

The Work Log is the system's activity memory.
 

It allows users to:
 

• Document work performed

• Filter by date, user, or client

• Export activity logs for review or compliance
   

This module is especially valuable for:
 

• Managers tracking productivity

• Teams reporting effort

• Audits and historical analysis
   

Expenses — The Financial Reality
 

The Expenses module tracks money leaving the business.
 

It supports:
 

• Multiple grouping modes (by category, client, project)

• Flexible date filters

• Drilling down from summary to individual expense lines
   

This allows users to understand not just how much was spent, but where and why.
 

Settings — The System's Control Center
 

Settings is where the system is shaped.
 

Accessible only to owners (or high-level administrators), it controls:
 

• Team visibility rules

• Sharing saved views

• Module behavior

• Permissions and roles
   

Settings do not generate data — they define how data behaves everywhere else.
 

Language Consistency and User Experience
 

Across both the PHP and React dashboards:
 

• Language selection is preserved

• Labels update instantly

• Data remains unchanged

• RTL/LTR layout switches automatically
   

This ensures that BIZ1 functions naturally in global and multilingual environments.
 

Final Perspective
 

In summary:
 

• BIZ1 Report answers the question “How are we performing overall?”

• BIZ1 Dashboard answers the question “What do I need to do now?”
   

The menu structure, visual layout, and module relationships are all designed to keep users:
 

• Oriented

• Efficient

• Confident in their actions
   

This makes BIZ1 not just a CRM or a dashboard, but a complete business operating system.