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The Dashboard is a real-time snapshot of your business. Use it to monitor account health, track inventory value trends, review job completion rates, and spot low stock or recent material movements at a glance.

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KPI Cards

The four cards at the top summarise account health at a glance. Each also shows a rolling one-week figure.

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Using the Filter

1

Open the filter

Click the Filter button in the top-right corner of the Dashboard.
2

Select a time range

Select a time range: Last 24 Hours, Last 1 Week, Last 2 Weeks, Last 1 Month, Last 6 Months, or Custom.
3

Set a custom range (if needed)

For a custom range, pick a start and end date.
4

Apply the filter

Click Apply Filters. All KPIs, charts, and tables update.

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Charts

  • Inventory Value Trend: a line chart of total inventory value over time. Hover a data point for the exact figure.
  • Active vs Completed Jobs: a donut chart showing the ratio of active to completed jobs in the selected period.

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Recent Activity and Low Stock Alerts

Below the charts are two working panels.
  • Recent Activity: every material pull, return, and equipment assignment, with the batch code, the job or person involved, and a timestamp. Click View to open a record, or View All for the full searchable log showing material name, activity type, performed by, batch code, unit, price per unit, location, quantity, and total cost.
  • Low Stock Alerts: every material at or below its minimum stock threshold, with a Restock shortcut on each row. View All opens the full Low Stock Alerts page. See Low Stock Alerts for details.
Recent Activity is the fastest way to answer “who pulled that and when”. Everything is logged with a batch code, so a questionable job cost can always be traced back to the exact movement.