Dashboard Module

The Dashboard Module is the central overview screen of the Biz1 platform.
It provides a real-time summary of business activity, customer data, employee performance, financial metrics, and operational statistics—all in one place.

The dashboard helps users quickly understand what is happening in the business, track performance trends, and take action without navigating through multiple modules.


 

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 activity

• Analyze data by date, source, and team member

• Identify trends using graphs and statistics

• Get quick insights without opening individual modules

- Graph & Analytics Section
 

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

Features:
 

• Multiple time filters (Today, Yesterday, Weekly, Monthly, Yearly, All, Custom Range)

• Clickable data points

• Real-time updates based on selected filters

• Multiple data types such as:

  • New customers

  • Customers by source

  • Customers by status

  • Customers by internal status

  • Customers by team member
    
    This section is mainly used for trend analysis and performance comparison.

-  Earnings & Financial Summary
 

This section shows financial insights based on the organization’s configuration.
 

Depending on user type, it may include:
 

• Last month earnings

• Current month invoices or receipts

• This gives management a quick financial snapshot without opening the accounting module.
  
  
   

  -  Statistics Cards
   

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

  Includes:

• Total customers

• Customers added this month

• Call statistics (answered, unanswered, outgoing)

• Open tasks

• Each card highlights:

• Main value

• Sub-metrics

• Percentage changes (increase/decrease)

• These cards help identify growth, workload, and bottlenecks at a glance.
  
  
   

  -  Employee Monitoring
   

  The Employee Monitoring section provides a detailed overview of individual team member performance.
   

  Displayed information may include:
   

• Tasks assigned and completed

• Calls answered

• Proposals created and approved

• Orders, invoices, and receipts

• This section is especially useful for:

• Managers tracking team productivity

• Performance reviews

• Workload distribution

• Accountability and transparency

• Custom fields and tag-based metrics can also be added here.
  
  
   

  -  Source Monitoring
   

  The Dashboard tracks customer acquisition sources to help understand where customers are coming from.
   

  Source monitoring allows you to:

• View customers grouped by source

• Analyze which sources perform best

• This section supports both graphical and list-based views.
  
  
  
   

  ⏱ Date Filtering & Time Range Selection
   

  The dashboard supports powerful date filtering, allowing users to view data for:
   

• Today

• Yesterday

• Once a date range is selected, all dashboard data updates automatically, including graphs, statistics, and employee monitoring.

• This week

• This month

• This year

• All time

• Custom date range
  
  
   

  -  Customization & Settings
   

  The Dashboard is fully customizable based on user preferences and permissions.
   

  Customization options include:

• Show or hide widgets

• Select which graph data to display

• This ensures each organization sees only the data that matters to them.
  
   

• -  Permissions & Access Control
   

  Dashboard access is controlled by:
   

• User roles

• Module permissions

• Admins can decide:

• Who can access the dashboard

• Who can view employee monitoring

• Which widgets are visible

• Organization settings
  
  
  The Dashboard Module serves as the command center of the Biz1 platform.
  
   

• It combines:

• Business intelligence

• Employee performance tracking

• Financial insights

• Customer analytics

• Operational monitoring
  
  By presenting all critical data in one unified view, the dashboard helps teams make faster decisions, track progress, and improve performance.