BIZ1 Report & BIZ1 Dashboard Module

BIZ1 Report & BIZ1 Dashboard — Complete Functional Description

BIZ1 is designed around two complementary experiences:

BIZ1 Report – a secure external analytics portal for high-level insights
BIZ1 Dashboard – the operational control center where daily work happens

Together, they cover the full lifecycle: data → activity → insight → decision.

BIZ1 Report — External Analytics Gateway

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

From a user’s perspective, it feels seamless:

One click from the Advance menu
A new tab opens automatically
Reports load already authenticated

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

Security (no permanent credentials exposed)
Convenience (no repeated login)
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 Operational Heart of the System

The BIZ1 Dashboard is where all daily business activity lives.

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

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

Language & 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 headers update
Language selection affects:
Sidebar
Header
Dashboard labels
Customer columns
Menu names
This makes Biz1 usable by international teams with mixed languages.
Direction switches automatically (RTL for Hebrew)
Data itself (names, cities, notes) remains unchanged

Dashboard Menu — Conceptual Overview

The Dashboard menu is not a random list of pages.

It is intentionally ordered to reflect a natural business workflow:

Customers – who you work with
Documents – what you generate and store
Custom Tabs – how you extend and customize data
Insurance – specialized regulated operations
Work Diary – what work was done and when
Expenses – what was spent
Settings – how everything is configured

Each menu item is visually represented by an icon, making recognition fast even before reading labels.

All Customers — The Core Working Screen

This is the most frequently used area in BIZ1.

Opening All Customers brings the user into a combined dashboard + list view:

At the top, visual widgets summarize customer data (distribution, totals, trends)
Below, a powerful table lists customer records with pagination and filters

This screen allows users to:

Search and filter customers instantly
Segment customers by status, folder, or tag
Open full customer profiles
Start communication (call, email, WhatsApp)
Attach documents, missions, and notes

Because nearly every other module references customer data, All Customers acts as the system’s anchor point.

Documents — Business Memory & Compliance

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

Here, users work with:

Proposals and orders
Invoices and receipts
Financial and operational documents
Customer-linked files

Documents are never isolated. They are:

Linked to customers
Filtered by type
Controlled by folder permissions
Visible based on role

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

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 structured, internal pages inside entities such as customers or projects.

They are used for:

Industry-specific data
Internal workflows
Compliance checks
Extended customer information

Unlike menu links, Custom Tabs live inside existing pages, making them feel native and contextual.

Insurance — Specialized Domain Handling

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

It handles:

Policies
Coverage details
Insurance providers
Regulated financial data

Because insurance data is often customer-linked and document-heavy, this module connects deeply with:

Customers
Documents
Saved views and filters

Work Diary — Time, Effort, Accountability

The Work Diary is the system’s activity memory.

It allows users to:

Record work performed
Filter by date, user, or customer
Export activity logs for review or compliance

This module is especially valuable for:

Managers tracking productivity
Teams reporting effort
Audits and historical analysis

Expenses — Financial Reality

The Expenses module tracks money going out of the business.

It supports:

Multiple grouping modes (by category, customer, project)
Flexible date filters
Drill-down from summary to individual expense rows

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

Settings — System Control Center

Settings is where the system is shaped.

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

Team visibility rules
Saved view sharing
Module behavior
Permissions and roles

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

Language & UX Consistency

Across both PHP and React dashboards:

Language selection is persistent
Labels update instantly
Data remains unchanged
RTL/LTR layout switches automatically

This ensures BIZ1 works naturally in global, multilingual environments.

Final Perspective

In summary:

BIZ1 Report answers “How are we doing overall?”
BIZ1 Dashboard answers “What do I need to do right 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 dashboard, but a complete business operating system.