Dashboard
Your command center for monitoring and managing business operations.
Overview
The Dashboard provides a real-time snapshot of your business activity, quick access to common actions, and visual insights into key metrics.
Accessing the Dashboard
The Dashboard is the default landing screen after login:
Tab Bar: Tap "Dashboard" or "Home" icon (leftmost tab)
Always Available: Return to Dashboard from any screen via tab bar
Dashboard Layout
Header Section
Company Selector
Shows current company name and logo
Tap to switch companies
Badge indicates if you're owner or participant
User Profile
Your display name and profile picture
Quick access to account settings
Quick Stats (Top Cards)
Pending Tasks
Count of pending tasks + orders requiring attention
Tap to jump to Tasks or Orders tab
Color-coded by urgency (red = overdue, yellow = due soon)
Low Stock Alerts
Number of items below stock threshold
Tap to view low-stock inventory list
Updates in real-time as inventory changes
Recent Orders
Count of orders created in last 7 days
Revenue total for the period
Tap to view orders list
Team Activity (Business/Enterprise)
Number of active team members
Recent collaborator actions
Members currently online indicator (future)
Quick Actions (FAB / Buttons)
Primary Actions:
+ Add Order: Create new sales order
+ Add Inventory: Add new inventory item
📷 Scan: Launch barcode/QR scanner
📊 Reports: View analytics dashboard (future)
Secondary Actions (via menu or swipe):
Add Contact
Create Dispatch
Assign Task
Import Data
Recent Activity Feed
Timeline View: Chronological list of recent events:
Orders created/updated
Inventory changes
Dispatches made
Tasks completed
Team member actions
Each Activity Shows:
Icon: Represents action type
Description: "Order #1234 created" / "Stock adjusted for Item ABC"
User: Who performed the action
Timestamp: "2 hours ago" / "Yesterday at 3:30 PM"
Tap to View: Opens detail view for that item
Filters:
All Activity (default)
Orders Only
Inventory Only
My Actions
Team Actions
Customization
Widget Configuration (Future)
Planned dashboard customization:
Add/remove stat cards
Rearrange card order
Choose chart types
Set date ranges for metrics
Notification Badges
Dashboard cards show notification badges:
Red dot = requires immediate attention
Number badge = count of items
Clear badges by viewing the section
iPad Layout
On iPad, dashboard uses split-view:
Left Pane: Stats, quick actions, activity feed
Right Pane: Detailed view of selected activity
Floating Actions: FAB hovers over right pane
Performance
Dashboard data is optimized:
Lightweight Queries: Stats calculated efficiently
Paged Activity Feed: Loads 20 items at a time
Real-Time Updates: CloudKit notifications trigger auto-refresh
Offline Support: Cached data shown when offline
Next Steps
From the dashboard, common workflows:
Process Order: Orders Guide
Check Inventory: Inventory Guide
Coordinate Dispatch: Dispatch Guide
Review Tasks: Tasks Guide
Last updated