Dashboards and boards

The welcome board, the dashboard on every module’s home, who may see which, and what the numbers on a tile actually count.

A dashboard is a set of tiles and charts over the same key figures the reports use. That is what makes a tile worth trusting: it is not a separate query somebody wrote for the dashboard, it is the same definition, so a tile and a report cannot disagree.

• Every tile carries its currency mark, including the compact form — a tile reading 4.2m is the same ambiguity as an unmarked table in less room and read faster.
• Tiles drill. Taking a figure opens the records behind it, narrowed the way the tile was.
• Everything on a board obeys the company and business-unit switcher, so a board is answering for the entity you are standing in.

The six figures at the top: industry-standard KPIs and process indicators

Each module’s strip opens on six headline figures chosen from the measures finance, supply-chain, HR and operations teams use everywhere, so the numbers mean what the reader already expects. Every six includes outcome KPIs — what the work came to — and process performance indicators, marked "Process indicator" on the tile, which say how the work is running: cycle times, first-time-right rates, service levels kept.

More measures sit below the six under "All figures" — budget variance, invoices and bank lines matched automatically, DPO, overtime share, supplier quality, MTBF, clean-claim rate, lab turnaround and others. Rates such as DSO, inventory turns, turnover and absence are worked out for the period chosen, not as if it were a whole year, so a year-to-date reading in March is right.

A headline figure is written the way a finance pack writes it — 12.4M, ₹3.2 Cr, 48.2K — on one line, never broken across two. Point at it to see the whole figure.

A dashboard on every module’s home

Each module’s figures are on that module’s own home page, beside the screens they are about: open Accounting and the strip across the top shows revenue, what is owed to you and what you owe; open Student Lifecycle and it shows enrolment, section fill, early alerts and fee balances. There is no longer a list of executive views to choose between — the module you are in decides what is shown.

• A figure opens the records it is made of: taking Receivables outstanding opens the customer invoices.
• The rail on the right shows what needs attention in the module, ranked by what is at stake, and what has just happened in it — who created, changed or approved which record.
• The numbers under each screen’s card — how many records, and how many in the states worth reading first — are counted from the list itself, as you, so a list you may not open shows none.

The welcome board

The Dashboard tab opens the welcome board: the company’s headline figures, the sales pipeline, the records waiting on you, a financial snapshot, what needs attention, recent team activity and an overview of the module dashboards open to you. It is put together from the module dashboards your roles include and from nothing else, so two people see different boards and neither sees a figure from a module they do not work in.

Who sees a module’s figures

A module’s figures, its alerts and its recent activity are the Dashboard screen of that module, granted under Platform → Roles like any other screen, with Display. A role set to all actions in its modules has it already. A role restricted to named screens is given it by ticking Display on the Dashboard row of the module. Roles that could open an executive view before were given the matching module dashboards when this changed, so nobody lost a figure they could see.

Which period the figures cover

Above the figures — on the welcome board and on every module’s home — sits the period: This week (from Monday), This month, This quarter, Year to date, or Custom with a from and a to date. Every measure on the dashboard is worked out for the period chosen, and the line beneath says which dates that is. A custom period cannot end after today, and one that ends before it starts is not used: the dashboard shows the year to date and says why. Your choice is remembered on this device.

Pinning tiles to your dashboard

Any tile can be pinned to your own dashboard with the pin beside it: a measure from any dashboard you may open, a key figure at the top of a report, or a screen on a module home. Pinned tiles appear on the welcome board, under "My pinned tiles"; the × on a pinned tile unpins it, and pressing the pin again does the same.

• Pins are yours, and kept per company: the ones you pin in one company are not shown in another.
• A pinned figure is worked out again every time the dashboard opens, for the same period and under the same rules as where you pinned it.
• If your roles stop reaching a pinned measure, the tile says "No longer available to you" rather than showing the figure it used to.

A list as a tile

A pinned tile can also be a list exactly as you narrowed it — "supplier invoices not yet paid, due this year" — showing how many records it holds and, where it names one, the total of an amount column. Taking the tile opens the list with the same conditions, so the figure can always be checked against the rows behind it. It is counted again every time the dashboard opens, under your own access.

Asking ASK to build a dashboard

You can say what you want to keep an eye on and let ASK put it there: "create a dashboard of the payments we still have to make in 2026". ASK pins one tile per thing asked for — the list of unpaid supplier invoices due in the year, totalled on what is still owed, and, where they help, the payables aging figures — and opens the list the main tile counts. The answer names what it pinned, with a link to your dashboard.

Folding a section away

"Needs your attention" opens folded: the heading stays where it is with a count beside it, so you still see that eleven things are waiting without the list taking the top of the page. Press the chevron beside the heading, or the heading itself, to open one. An opened section stays open for the rest of that browser tab, and is folded again in a new tab or after you sign in again.

When you are away: Delegate

"Needs your attention" lists the records the process mining agent found waiting on you. While you are on leave nobody sees them, and a stuck purchase order stays stuck for a fortnight. Delegate on that section hands the list to a colleague for the days you are away.

1. Press Delegate on "Needs your attention".
2. Choose the colleague who covers for you — anybody who can still sign in and works in this company.
3. Give the first and the last day. Both are required: a hand-over with no end is one somebody forgets to cancel. If you have leave approved or requested, its dates are offered to begin with.
4. Say why, and press Delegate.

• For those days everything that comes up for you shows on their dashboard, marked "Delegated by" with your name. They may open it, snooze it, dismiss it or forward it — even in a module they do not otherwise work in, because the item is shown so it can be dealt with, not so they can work in that module.
• They see "You are covering for" you, with the end date, at the top of the section; you see who has your list and until when.
• It stops by itself after the last day. Nothing is copied to them, so an item that is cleared meanwhile is gone from both lists at once, and there is nothing to take back.
• A hand-over may not overlap another of yours still in force. Two people each believing they are covering is how nobody does.
• Only you, or an administrator, can end it early — from "Your hand-overs" in the same dialog.

One item to one person: Forward

Forward on any row sends that one item to anybody in the company until a date you choose, with an optional note saying what you want them to do. It shows on their dashboard marked "Forwarded by" you; on yours it reads "Forwarded to" them until the date, with Recall to take it back. Use it when the record needs somebody else’s decision rather than yours — a forward, unlike an e-mail, keeps it on somebody’s list until it is dealt with or the date passes.

Peer benchmarks