Dashboard
🖥️ Dashboard
The Dashboard is your personalized control panel in OrderEazi. It’s designed to give each user a birds-eye view of the work that matters most to them, through the use of widgets.
🧩 What are widgets?
Widgets are modular blocks of information - each one shows a different slice of activity or data from your OrderEazi instance. They let users focus on the areas that are most relevant to their role.
Sales Snapshot - A consolidated view showing quotes sent, orders approved, conversion ratios, invoices, and profit
Projects - List & calendar view of upcoming deliveries
Top Performers - Your top performing Products, Users, and Customers.
Invoices vs Paid - Invoiced amounts compared to payments received
Staff Target - Sales or activity against staff targets
⚙️ Customization
Every user’s dashboard is customizable:
Enable/disable widgets via your User Profile settings
This ensures your dashboard shows exactly what you need - no clutter, no distractions.
🗓️ Filters and Date Range
The dashboard is dynamic and responds to the filters you apply:
Date Range - All widgets update to reflect data within the selected time window
User & Role Filters - Narrow the scope to only show data for specific users or roles
This makes the dashboard useful for both individuals and managers overseeing broader teams.
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