Dashboard Overview

The Consultia dashboard provides a comprehensive view of your consulting business at a glance. It's designed to give you immediate insights into your key performance indicators, recent activities, and upcoming events.

Dashboard Layout

Your dashboard is organized into several key sections:

Dashboard Layout

Screenshot: Main dashboard showing the complete layout with all sections

Key Sections

1. Metrics Cards

The top section displays your most important business metrics:

Metrics Cards

Screenshot: Metrics cards showing revenue, customers, projects, and other KPIs

Available Metrics:

  • Total Revenue: Current month's total revenue
  • Active Customers: Number of active customer relationships
  • Open Projects: Number of ongoing consulting projects
  • Pending Invoices: Total value of unpaid invoices
  • Overdue Payments: Amount of overdue payments
  • Monthly Growth: Percentage growth compared to previous month

2. Calendar View

The calendar provides a visual overview of important dates and events:

Calendar View

Screenshot: Calendar showing events, deadlines, and important dates

Calendar Features:

  • Event Types: Different colors for proposals, purchase orders, invoices, and payments
  • Event Details: Hover over events to see details
  • Quick Navigation: Click on dates to view detailed information
  • Month Navigation: Use arrows to navigate between months

3. Favorite Customers

Quick access to your most important customer relationships:

Favorite Customers

Screenshot: Favorite customers section with quick access links

Features:

  • Customer Logos: Visual identification of customers
  • Quick Actions: Direct links to customer details
  • Recent Activity: Latest updates for each customer
  • Contact Information: Quick access to key contacts

4. Latest Changes

Stay updated with recent system changes and activities:

Latest Changes

Screenshot: Latest changes section showing recent activities

Information Displayed:

  • New Customers: Recently added customer accounts
  • Updated Records: Modified customer or project information
  • New Invoices: Recently created invoices
  • Payment Updates: Recent payment activities

5. Period Comparisons

Compare performance across different time periods:

Period Comparisons

Screenshot: Period comparison controls and charts

Comparison Features:

  • Date Range Selection: Choose custom date ranges
  • Performance Charts: Visual comparison of metrics
  • Growth Indicators: Percentage changes between periods
  • Export Options: Download comparison reports

Navigation

Accessing the Dashboard

  1. From Main Menu: Click on the "Dashboard" icon in the left sidebar
  2. From Home Page: Use the "View Dashboard" button on the landing page
  3. Direct URL: Navigate to /dashboard in your browser

Dashboard Actions

Quick Actions Available:

  • Add Customer: Quick access to customer creation form
  • Create Invoice: Direct link to invoice creation
  • New Project: Start a new consulting project
  • Upload Document: Quick document upload

Filtering Options:

  • Date Range: Filter data by specific time periods
  • Customer Filter: View data for specific customers
  • Status Filter: Filter by project or invoice status
  • Type Filter: Filter by proposal, purchase order, invoice, or payment

Customization

Personalizing Your Dashboard

Layout Options:

  • Section Order: Rearrange dashboard sections
  • Visible Metrics: Choose which metrics to display
  • Calendar View: Toggle between different calendar views
  • Theme: Switch between light and dark themes

Widget Configuration:

  • Metrics Cards: Customize which KPIs to show
  • Calendar Events: Choose which event types to display
  • Favorite Customers: Manage your favorite customer list
  • Recent Changes: Configure what activities to track

Troubleshooting

Common Issues

Dashboard Not Loading:

  • Check your internet connection
  • Refresh the page
  • Clear browser cache
  • Contact support if issues persist

Missing Data:

  • Verify you have the correct permissions
  • Check if data exists for the selected date range
  • Ensure your account is properly configured

Performance Issues:

  • Try refreshing the page
  • Check your browser's performance
  • Contact support for optimization

Next Steps

  1. Explore Calendar: Learn about Calendar View
  2. Manage Events: Understand Event Types
  3. Customer Management: Set up Favorite Customers
  4. Metrics Analysis: Deep dive into Metrics Cards

Last updated: January 2024

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