Understanding the Dashboard

The Dashboard is your at-a-glance home screen. Open it from the Dashboard link in the left sidebar. It pulls together what needs your attention right now: your team's tasks, upcoming installs, drawings waiting on customer approval, an installations calendar, a local weather outlook, and a business-intelligence chart of your numbers. The notification bell sits in the top bar on every page. Everyone on your team can use the dashboard.

Personal Tasks

The tasks card in the top-left is your team's quick to-do list, separate from the to-dos attached to an order. Tasks are saved on the server, so they survive a refresh and are shared across your company.

The card title changes with the Show tasks for dropdown at the top of the card: Just me shows tasks assigned to you (titled Your Personal Tasks), Everyone shows all tasks across your team (titled Team tasks), and picking a teammate shows just their tasks (titled {First name}'s tasks). When nothing is outstanding, the card shows a calm You're all caught up message with an Add a task button.

Click the blue + button in the card header to open the composer. As its placeholder hints, the composer has two shortcuts:

• Type @ to assign a teammate. Pick a name and it becomes a grey chip in the task; every person you @-mention is added as an assignee.

• Type # then at least two letters of an order's name or number to link one order. Pick it from the Link an order list and it appears as a grey chip.

Press Enter to save the task (use Shift+Enter for a new line). Under the composer, choose one priority chip to badge the task: HIGH PRIORITY, ACTION NEEDED (the default), URGENT, or INFO.

Paste a web address into a task — or into an order's notes — and it turns into a clickable link box chip, like the order chips, so the link stands out and opens in one click.

Each task row shows its assignees as stacked avatars on the right, up to three, then a +N badge for the rest. Click the avatars (or the dashed-circle + on an unassigned task) to open the Assign to… popover, search your team, and check one or more members; Clear all removes everyone. Click the grey order chip on a saved task to open that order right on the dashboard. If you remove yourself from a task while in Just me scope, an inline notice gives you about ten seconds to Undo before the task drops off your list.

Urgent Installs

The Urgent Installs card lists orders that have an install promise date, soonest first. Each row shows the family name, the cemetery, and the promise date, along with a status pill telling you how many days until the install or how many days it is overdue. Click any row to open that order.

Drawings Awaiting Approval

The Drawings Awaiting Approval card lists orders whose drawing is waiting on the family to sign off. Each row shows the client name, the order number and cemetery, how old the order is, and the current step. By default it shows drawings in the Family Approval Pending step. Use the Filter steps dropdown to also include drawings on your other design steps, such as Must Be Created or Must Be Applied. Click any row to open that order.

Installations Calendar (Pro)

The Installations Calendar widget plots your stone installs on a calendar so you can plan crew days at a glance. It is a Pro feature, so it shows a lock card until someone in your company clicks Unlock. Once unlocked, it stays unlocked for everyone. Each event is either a promise date (the red customer deadline) or an install date (the blue scheduled crew day), and pills carry the assignee's initials. For the full calendar (scheduling, dragging to reschedule, install times, and weather flags), see How to Use the Installations Page.

Install weather

The weather widget shows a short outlook for your business location so you can spot days that are bad for setting stone. Days with install-blocking conditions (thunderstorms, snow, freezing temperatures, heavy rain, or high wind) are flagged so you can reschedule before the crew rolls out. The forecast covers the next seven days from your company's address, so installs further out won't carry a warning yet.

Notification bell

The bell in the top bar keeps you posted on work that involves you. A red badge shows your unread count; hover or click the bell to open the panel. You're notified when you're assigned to an order, assigned a task on an order, @-mentioned in a note, or when an install on one of your orders is rescheduled. Filter the list with the All, Mentions, Assigned, and Scheduling tabs or the From: avatar row, click a notification to jump straight to the order, task, or calendar event it's about, and reply right from a mention. Notifications are personal to you. They are not shared with the rest of your company.

Opening an order from the dashboard

Clicking a row on a card (or an grey order chip on a task) opens that order's full details right on the dashboard, so you keep your place. Close it with the X, the Esc key, or by clicking outside, and you are back on the dashboard.

When you open an order, any notes saved on its linked contact now surface on the order too, so you see the customer's context without leaving the order.

Business Intelligence chart

The Business Intelligence chart at the bottom, available on the Pro plan, turns your order data into a configurable graph. Pick a metric from the dropdown, grouped into Money (revenue collected, total quoted value, average order value, deposits collected), Counts (new orders, new customers, quoted vs won), and Rankings (top stone types, top colors, top services). Switch the time grouping between Month, Quarter, and Year, and toggle between a bar and a line view. You can also break the numbers down by order type. Choosing a ranking shows a horizontal ranked bar with the most popular at the top. Together these answer questions like what is my average order value for flat markers, which stone type converts best, or which quarter was strongest.

Related articles:

• Understanding the Order Board

• How to Use the Installations Page

• What Each Order Card Shows

• How the Customer Portal Works