Dashboard - User Guides


The Dashboard is user interface, it is more likely to be interactive, users can both review and manage their entire work faster and with much ease. They no longer have to spend much time searching for their recent work on the system. With a single click on any of the Dashboard’s tab, they can have instant access to varied information relating to their work such as ongoing assignments, quote history and unresolved queries, payments made, pending assignments.



User Activities

You can use the user activities, one can find details about total enquiries, total quotes, total orders made by the particular user who is logged into the system.

This User Activities include

  • My Enquiries
  • My Quotes
  • My Orders
  • My Tasks

Click here to know briefly about User Activities.




Overall Activities

Overall Activities, one can find details about Overall enquiries,Quotes,Orders has been made till date by the Company.

This Overall Activities include

  • Overall Enquiries
  • Overall Quotes
  • Overall Orders
  • Overall Tasks

Click here to know briefly about Overall Activities.




Calender Tasks

In a graphical format, My Calendar provide views into work items. It is both easy to visualize and understand. Effortlessly one can detect varied conflicts as well as determine present and future work items, allowing individual staff to operate at optimal performance.




Quotes Statistics

On this page, you will find graphical representation, visual display of Quotes Statistics using charts.

  • Here you can find the total quotes, accepted quotes and Cancelled quotes at particular time period.



Top Clients

On this page, you will find details about Top Clients who regularly avail the services offered by the company. The client details include, his/her name, address, company address, number of orders placed, paid and unpaid orders and also you can get information as to, in which language he/she has requested to avail the services offered by the company. When you click on Action button   , you will be redirected to another page, which states detailed client information such as client info, company info, payments, orders, client profile settings and Notes.




Monthly Statistics

Here you will find overall statistics for the, present month and for the previous months.

  • +: When you click on + sign, you will find details as to total number of enquiries made, number of quotes sent, orders received and task allotted.
  • -: When you click on – sign, the information gets hidden.



My Activity

In this module, one can find a record of every action performed by particular user member today, in a week or in a month. It is similar like variety of actions performed by user to process the requests of the clients and vendors.




Unique Visitors and Transactions

On this page, you will be able to view the graphical representation of unique visitors and transactions.

  • Here you can find the total number of Projects, Completed Projects and Cancelled Projects at a particular time period.



Invoicing Statistics

On this Invoicing Statistics, one can find details about client,vendor invoices and payments made by the Company.

Invoicing Statistics includes

  • Client Invoices
  • Vendor Invoices
  • Client Payments
  • Vendor Payments

Click here to know briefly about User Activities.