In this article we explain everything about the dashboard Dashboard module, for example how you customize it to your own needs, and how it can contribute to keeping overview and insights into your projects, planning, financials and more. 

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General

The personalized dashboard gives you access to a visual and customizable overview of what needs to be done, and what is coming up. Every widget is clickable and guides you directly to the module view that contains more detailed information.

In order to see, edit or add dashboard widgets, you need to have the corresponding edit rights and permissions for the dashboard Dashboard module assigned to your user role. 

Widget Options 

Per default, the following widgets are included in your dashboard: "Invitations", "Time registration", "My Schedule" and "Tasks".  However, you can customize this dashboard to be in line with your wishes. You can configure your dashboard with the following widgets: 

My Schedule 

The calendar widget can give you a quick insight into your planning for today and tomorrow. It shows your planned appointments and scheduled functions. 

Tasks 

The task widget gives you an overview of all upcoming and open tasks. In this way, you will have a good overview of what needs to be done, and which tasks are already overdue. In the widget you can configure which task you want to show: 

• Public tasks
• Personal tasks 
• Both

Read here how to change these settings.

Open invoices

The open invoices widget gives you direct insight into the outstanding invoices amount, which is divided into three categories: "Open", "Overdue" and "To be invoiced". 

• "Open invoices": This includes all unpaid invoices that were created until today and haven't expired.
• "Overdue invoices": This includes all invoices that were created up until today, from which the deadline has expired and aren't paid yet.
• "To be invoiced": This includes all projects which haven't received an invoice (or only received a partial invoice) yet, with an invoice moment of today or in the past.

Revenue (bar chart)

The revenue widget (bar chart) provides an overview of your revenue per status (confirmed, pending, or canceled), per month. This widget gives you clear insight into your past, current and future income and by this a clear overview over how business is going over a longer period of time. 

In the settings of this widget, you can select which relative time period you would like to show. You can choose a period from a maximum of 15 months in the past to 15 months in the future. Furthermore, you can include or excluded project statuses (confirmed, pending, canceled) by clicking on their names. 

Revenue (pie chart)

The revenue widget (pie chart) shows you your revenue overview per status of your project, per month. This chart is designed to give you clear insight into the distribution of your income and excepted income, and can be of help when a rough indication of the revenue situation is required.

Furthermore, the widget also automatically compares the revenue per status of the project with last months' revenue, and calculates the difference in percentages. In this way you can compare your results with that of a previous time period. This can give you an indication on which direction your business is currently going. Read here how the revenue per month is calculated when projects are overlapping into different months. 

When we look at the revenue chart, it calculates the revenue based on the complete month, and compares it with the complete month before. 

How is the revenue calculated when projects are overlapping into different months? 

A project is broken up into single days and depending on the period linear calculated in line with the number of days. This means, that when a project is overlapping into different months, the revenue is split, and allocated to the specific month, based on the amount of days that take place in that specific month. 

Example: Project Y has a plan period from 30-07-2020 until 02-08-2020 (4 days total) with a total revenue of 400,- EU.
The revenue per day will be 100,- EU (400,- EU / 4 days).
This means that for July the revenue of this project will be 200,- EU.

Invitations

In the invitations widget you can find all the open invitations that you have received. From this view you can accept and decline your received invites, and you have insight into: 

• The function you've been invited for. 
• The date and time of the function 
• The duration of the function 
• The expiration date of the invitation. 
• Remarks which are sent with the invitation

Time Registration

In the time registration widget you can find all functions that you've been planned on in the past, and that you haven't registered your hours for yet via the watch_later Time registration module. 

 

Configure Personal Dashboard 

Create a new dashboard

1. Go to the dashboard Dashboard module. 
2. Click on + New dashboard. 
3. Fill in a new name for your dashboard.
4. Start adding widgets. See below on how to do this. 
5. save Save dashboard

Add widgets

1. Go to the dashboard Dashboard module. 
2. Click on + Add widget at the top right of the page. 
3. Select your widget of choice. 
4. Drag your widget to the right spot, and adjust the size  if necessary. 
5. Configure the settings of the widget, by clicking filter_list (Optional, not available for all widgets)  
6. save Save dashboard

Edit Dashboard

1. Go to the dashboard Dashboard module.
2. Click on  edit Edit dashboard 
3. Edit the settings of the widget, by clicking filter_list or more_vert to Delete the widget. 
4. save Save dashboard
   

Change name / Delete Dashboard 

1. Go to the dashboard Dashboard module. 
2. Click on  next to the name of the Dashboard you like to edit. 
3. Choose "Change name" or "Delete".