> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/dashboard.md).

# Dashboard

At the start of a week you want to know how sales are going without running a report: how many quotes went out, how many became orders, and what's due for delivery. The **Dashboard** in OrderEazi shows those figures for a period you choose, for you or, if your role allows it, for your whole team.

### Before you start

Each panel on the dashboard needs its own permission, in the **Dashboard** permission group, such as **Quote Summary**, **Projects**, or **Staff Target**. You only see the panels you have permissions for. If you have none of them, OrderEazi opens My Workspace instead.

What the figures include depends on your role's **Project Visibility**:

* **View All Projects:** You see everyone's figures, and can filter by user and role with **More Filters**.
* **View Own/Linked Projects:** You see your own figures, and those of the people you assist.

### How to choose the period

1. In the main menu, select **Dashboard**.
2. Choose a period: **This Week**, **Last Week**, **This Month**, **Last Month**, **This Year**, **Last Year**, or **Custom Date Range**.
3. For a custom range, enter the **Start Date** and **End Date**, then select **Apply Filters**.

The figures update as soon as you change the period, user, or role. **Apply Filters** is only needed for a custom range. Weeks run from Monday to Sunday. OrderEazi remembers your period for next time, starting at **This Week**.

To see someone else's figures, select **More Filters** and choose users in **Filter for Projects by User**, or roles in **Filter for Projects by Role**.

**Example:** A sales manager selects **Last Month**, then **More Filters**, and chooses the three reps in the Cape Town team. Every panel now shows last month's figures for those three reps only.

### What's on the dashboard

* [**Filters and stats summary**](/central/order-management/dashboard/filters-and-stats-summary.md)**:** Quotes sent, orders approved, conversion, invoices, and gross profit for the period.
* [**Upcoming Deliveries**](/central/order-management/dashboard/upcoming-deliveries.md)**:** Approved orders still to be delivered, as a list or calendar.
* [**Top Products, Users, and Customers**](/central/order-management/dashboard/top-products-users-and-customers.md)**:** Your top three of each, by value or volume invoiced.
* [**Invoiced vs Paid**](/central/order-management/dashboard/invoiced-vs-paid.md)**:** What you've invoiced against what's been paid.
* [**Staff Target**](/central/order-management/dashboard/staff-target.md)**:** Sales orders this month against your staff targets.

### Related pages

* [My Workspace](/central/order-management/my-workspace.md): work through the projects behind the figures
* [Reports](/central/order-management/reports.md): more detailed figures for a period