Dashboard Module

Dashboard Module – Full Description
 

With Employee Monitoring & Tags Data (Add Tags) Explained
 

The Dashboard Module is the central overview and control center of the Biz1 platform.

It provides a real-time snapshot of business activity, customer flow, employee performance, and financial indicators—all in one unified screen.
 

Instead of navigating through multiple modules (Customers, Tasks, Calls, Orders, Reports), the dashboard brings all critical signals together, allowing users—especially managers and owners—to understand what is happening right now and take action faster.
 

What the Dashboard Is Used For
 

The Dashboard module is used to:
 

  • Monitor overall business performance

  • Track customers, calls, tasks, and documents

  • View employee productivity and workload

  • Analyze data by date, source, and team member

  • Identify trends and bottlenecks

  • Get instant insights without opening individual modules
     

In short, the dashboard answers the question:
 

“What is happening in my business today?”

 

 

Main Sections of the Dashboard
 

The Dashboard is visually divided into clear functional sections, each serving a specific purpose.
 

1. Graph & Analytics Section
 

The top section of the dashboard displays interactive graphs that visually represent customer and activity data over time.
 

What it shows
 

Depending on configuration and permissions, graphs may include:
 

  • New customers over time

  • Customers by source

  • Customers by status

  • Customers by internal status

  • Customers by assigned team member
     

Features
 

  • Multiple time filters:
     

    • Today

    • Yesterday

    • This week

    • This month

    • This year

    • All time

    • Custom date range
       

  • Clickable data points

  • Dynamic reload when filters change

  • Real-time updates
     

Why it matters
 

This section is primarily used for:
 

  • Trend analysis

  • Performance comparison

  • Identifying growth or decline patterns

  • Understanding customer flow behavior
     


2. Earnings & Financial Summary
 

This section provides a quick financial snapshot of the organization.
 

What it may include
 

Depending on user type and enabled modules:
 

  • Last month earnings

  • Current month invoices

  • Receipts summary
     

Purpose
 

  • Gives management instant visibility into financial health

  • Avoids the need to open accounting or reports modules

  • Supports quick decision-making
     


3. Statistics Cards
 

Below the graph area, the dashboard shows key statistics cards that summarize critical metrics.
 

Common cards include
 

  • Total customers

  • Customers added this month

  • Call statistics (answered, unanswered, outgoing)

  • Open tasks
     

Each card displays
 

  • Main numeric value

  • Sub-metrics

  • Percentage increase/decrease (where applicable)
     

Why this matters
 

These cards help users:
 

  • Spot growth or decline instantly

  • Identify overload or underutilization

  • Detect operational bottlenecks early
     


4. Employee Monitoring (Core Management Section)
 

The Employee Monitoring section provides a detailed, per-employee performance view.
 

This is one of the most important parts of the dashboard for managers.
 

What it shows per employee
 

Depending on enabled modules:
 

  • Tasks assigned and completed

  • Calls answered or made

  • Proposals created and approved

  • Orders, invoices, and receipts

  • Other operational metrics
     

Use cases
 

  • Performance reviews

  • Daily team monitoring

  • Workload distribution

  • Accountability and transparency

  • Identifying high performers or blocked employees
     


5. Tags Data / Add Tags (Custom Employee Monitoring Columns)
 

What “Tags Data / Add Tags” Is
 

Tags Data is a dashboard customization feature that allows owners and admins to add up to 3 custom, tag-based columns to the Employee Monitoring table.
 

It connects the Tags system with Employee Monitoring, enabling managers to see tag-driven metrics per employee directly on the dashboard.
 

Where It Appears (UI)
 

  • Location:

    Dashboard → Employee Monitoring section
     

  • Button name: “Tags Data”
     

  • Visibility:
     

    • Only visible to Organization Owner or Admin (member_admin)

    • Hidden for regular users
       

Clicking this button opens the “Add Tags” modal.
 

What the “Add Tags” Modal Does
 

The modal allows defining custom dashboard columns by mapping:
 

  • FIELD NAME

    → The column title shown in Employee Monitoring

    Example: Hot Leads, VIP Clients, test8
     

  • TAG SELECT

    → Selects an existing tag from the Tags module
     

Each mapping means:
 

“Show a column with this name, calculated using this tag.”


You can define up to 3 such mappings.
 

Where This Is Saved (Database)
 

The configuration is stored per organization in:
 

user_detail.dashboard_tag_fileds
 

Stored as JSON.
 

Example JSON structure
 

[ { "tag_id": "123", "filed_name": "Hot Leads" }, { "tag_id": "456", "filed_name": "VIP Customers" } ]
 

What It Changes on the Dashboard
 

Once saved:
 

  • The Employee Monitoring table header dynamically updates

  • New columns appear with the defined Field Names

  • Each column displays tag-based metrics per employee
     

These columns are not static UI elements—they are generated based on the saved configuration.
 

What It Measures (How the Data Is Used)
 

The custom tag columns are used to show:
 

  • Counts or values derived from customers

  • Customers that have a specific tag applied
     

  • Filtered by:

    • Selected date range

    • Employee responsibility (e.g., assigned/shared_with)
       

Example use cases:
 

  • How many Hot Leads each employee owns

  • How many VIP Customers are handled by each team member

  • Segment-based performance comparison
     


Example Setup (Practical)
 

  • Field Name: Hot Leads

  • Tag Select: Hot
     

Result on Dashboard:

A new column “Hot Leads” appears in Employee Monitoring, showing how many customers tagged as Hot are assigned to each employee within the selected date range.
 

API Endpoint Used
 

  • Endpoint:
    dashboard/dashboard/add_filed_show_tags


Behavior:
 

  • POST { data: 1 }

    → Returns saved tag-field mappings to pre-fill the modal
     

  • POST form submission

    → Saves mappings into user_detail.dashboard_tag_fileds
    → Triggers refresh of Employee Monitoring table
     

Relationships (What It Connects To)
 

Tags Data / Add Tags connects multiple systems:
 

  • Dashboard – Employee Monitoring

    Reads dashboard_tag_fileds and renders custom columns
     

  • Tags Module

    Tag dropdown is populated from existing tags (tags table)
     

  • Customers / CRM

    Tag metrics are based on customers and their assigned tags
     

  • Team Responsibility

    Metrics respect employee ownership / shared assignments
     

  • Permissions System

    Button and configuration available only to Owner/Admin
     


6. Source Monitoring
 

This section focuses on customer acquisition sources.
 

What it shows
 

  • Customers grouped by source

  • Performance comparison between sources
     

Why it matters
 

  • Identifies which marketing or sales channels perform best

  • Helps optimize campaigns and budgets
     


7. Date Filtering & Time Range Selection
 

The Dashboard supports powerful, global date filtering.
 

Available ranges
 

  • Today

  • Yesterday

  • This week

  • This month

  • This year

  • All time

  • Custom date range
     

Behavior
 

Once a date range is selected:
 

  • All graphs update

  • Statistics cards refresh

  • Employee Monitoring recalculates

  • Tag-based columns recalculate
     

Everything stays in sync.
 


8. Customization & Settings
 

The Dashboard is not fixed.
 

Admins can:
 

  • Show or hide widgets

  • Choose which graph data is visible

  • Control which sections appear for which users
     

This ensures:
 

  • Each role sees relevant data

  • The dashboard stays clean and focused
     


9. Permissions & Access Control
 

Dashboard access and visibility are controlled by:
 

  • User roles

  • Module permissions

  • Organization settings
     

Admins control:
 

  • Who can access the dashboard

  • Who can view Employee Monitoring

  • Who can configure Tags Data

  • Which widgets are visible
     


Final Summary
 

The Dashboard Module is the command center of Biz1.
 

It combines:
 

  • Business intelligence

  • Customer analytics

  • Employee performance tracking

  • Financial insights

  • Operational monitoring

  • Tag-based custom metrics
     

The Tags Data / Add Tags feature extends the dashboard from a static report into a flexible, segment-aware performance tool, allowing organizations to measure exactly what matters to them.

 

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