Executive Dashboard /a/dashboard
Your command centre for the entire factory. See live KPIs, open alerts, production progress, and recent activity — all on one screen.
KPI Cards
The top row gives you four at-a-glance metrics for the business today.
Alerts
The Alerts row surfaces four operational pressure points that need your attention. These update in real time as records change across the app.
New RFQs
Customer quotation requests waiting for a response. Click through to the RFQ module to respond.
Open POs
Purchase Orders raised to suppliers that haven't been fully received yet — pending material deliveries.
Open NCRs
Non-conformance reports that are still active. These flag quality issues in production or incoming materials.
Stock Shortages
Items whose current stock has fallen below the safety reorder level you've set in Inventory.
Charts
Monthly Sales Trend
A line chart showing booked sales order value over the current rolling period. The horizontal axis shows dates; hover over a data point to see the exact value for that day.
Click the Rolling Booking Analytics tab at the top right of the chart to switch to a bookings-by-period view, useful for spotting seasonal patterns or a sudden order spike.
Stock Health
A donut chart breaking down your 1,008 inventory items by stock status — typically In Stock (green), Low Stock (amber), and Out of Stock (red). Use this to judge at a glance whether your warehouse is well-stocked before accepting a large order.
Production Pipeline
A five-stage funnel showing how many Work Orders sit in each manufacturing stage right now.
- Pending — Work Orders created but not yet scheduled.
- Planned — Scheduled and assigned to the shop floor, not yet started.
- Released — Approved and ready for production to begin.
- In Production — Actively being manufactured on the shop floor.
- Completed — Manufacturing finished and quality checked.
Recent Work Orders & Sales Orders
The bottom two tables give you a quick look at the latest activity without leaving the dashboard.
Recent Work Orders
Shows the last 5 Work Orders with their WO Number, Due Date, and current Status. Click View all → to open the full Work Orders list.
Work Order statuses:
- Planned — Scheduled, not yet in production
- In Production — Currently being built
- Completed — Finished
Recent Sales Orders
Shows the last 5 Sales Orders with SO Number, Customer, Amount, and Status. Click View all → to open the Sales Orders list.
Common statuses:
- Confirmed — Order accepted
- Ready to Ship — Packed, awaiting dispatch
- Shipped — Dispatched to customer
- Closed — Fully invoiced and paid
Quick Actions
Two shortcut buttons sit at the top-right of every dashboard view so you can start work without navigating away:
- + Create WO — Opens the Create Work Order form immediately. Use this when production needs to start quickly from a verbal or email request before a formal Sales Order is raised.
- New Quote — Jumps directly to the new Estimate form in the Sales module. Useful for quickly responding to an inbound enquiry.
From the dashboard, go to RFQ to handle incoming quote requests, or Work Orders to manage production jobs.