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, a calendar of installs and shop work, a local weather outlook, a business-intelligence chart of your numbers, and, on MonuDesk Max, MonuBrain, which answers questions about your orders, quotes and payments, and the Website Leads report. The notification bell sits in the top bar on every page. Everyone on your team can use the dashboard.

The dashboard keeps itself current

You do not need to reload the page. When a teammate saves an order, or adds or checks off a to-do on one, the dashboard shows it within about a second. On top of that, while you are looking at it, the dashboard re-checks for changes about every two minutes, and it checks again the moment you come back to the tab, click back into the window, or your internet connection comes back. So a task a teammate ticked off, an install they booked or a drawing they approved shows up on your screen without you doing anything.

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.

The card has three tabs: Tasks, Reminders and Assignments. On Tasks, the composer sits at the top of the list, ready to type in. 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.

Both shortcuts also work when you edit a saved task, so you can add or change its linked order and @-mention more teammates later.

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. Each has its own colour: URGENT is red, HIGH PRIORITY orange, ACTION NEEDED yellow and INFO blue.

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.

Reminders and Assignments

The Reminders tab lists the follow-ups you asked MonuDesk to give back to you, including the reminders you set with the bell beside an order's note box. The tab shows how many are open, so you can see at a glance that something is waiting. To add one here, type in Remind me to…, pick a time, and press Enter or the Add reminder button.

Switch between Upcoming and Done. When a reminder comes due, its row turns red and shows how long ago it was due, such as 1 min ago. Tick a reminder to mark it done: it sweeps off Upcoming after a few seconds and appears on Done straight away. Use Reschedule this reminder to move it to a new time, and Reopen on the Done list to bring it back. When a reminder arrives in your notification bell, View opens this tab and highlights that reminder.

The Assignments tab lists the open order to-dos assigned to you, across every order.

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 Changes Requested, the step the Design to-do moves to when the family asks for changes in the customer portal. Click any row to open that order.

The Calendar card (Pro)

The Calendar card plots your work on a calendar so you can plan days at a glance. It is a Pro feature. Next to the Today button it carries an Installation / Production slider: Installation shows the crew's stone installs, Production shows the shop's Cut, Carve, Sandblast, Engrave, QC and Ready work. On the Installation side 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. Switching between the two keeps your view (day, week or month) and the date you are on.

Switch the card to the Day view and a Print button appears next to the settings gear, with the tooltip "Print this day's schedule". It prints a clean handout for that day: on the Installation side an Install Schedule with the columns Time, Name, Order, Cemetery, Assignee, Stone and Notes, and on the Production side a Production Schedule with Step, Name, Order, Stone, Assignee and Notes. The button is greyed when nothing is scheduled that day, and it only shows on the Day view.

For the full calendars (scheduling, dragging to reschedule, install times, weather flags and the shop stages), see The Installations Calendar, The Production Calendar and 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. It finds your town by the ZIP or postcode in that address, or by the city when the weather service does not know the postcode, as with many German towns. Installs more than seven days out carry no warning.

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 or @-mentioned in a note, when someone else checks off a to-do on an order assigned to you, or when an install on one of your orders is rescheduled. It also tells you when a family accepts the contract on one of your orders or picks a quote option in the customer portal, and, if your shop has switched on Drawing Reminders, when a confirmed order of yours still has no drawing. 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. Choose what reaches your phone in Settings → Profile, on the Notifications card.

Opening an order from the dashboard

Clicking a row on a card (or a 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 surface on the order too, so you see the customer's context without leaving the order.

Business Intelligence chart

The Business Intelligence chart, available on the Pro plan, turns your order data into a configurable graph. On other plans it shows locked under Available with MonuDesk Pro. Pick a metric from the dropdown, grouped into Money (Revenue, Quotes written, Average order value, Payments collected by method) and Counts (New orders, New customers, Quoted vs Won, Quote conversion rate). Switch the time grouping between Day, Month, Quarter and Year.

Break any metric down by Order type, Stone / service type, Pipeline stage, Delivery method, Customer type, Retail vs wholesale, Salesperson, Cemetery, Stone color, Foundation material, Front finish or Payment method. Choose how to draw it: Line chart, Bar chart or Ranked bars. Ranked bars lists the categories of your breakdown from largest to smallest, so revenue broken down by salesperson becomes a league table of your salespeople. It is offered for Revenue, Quotes written, Average order value, New orders and New customers, and Payments collected by method always draws as a ranking. An average ranks by the average of each category, not a sum.

Each line or bar shows its share of the period next to its value, and hovering lists the categories largest first. Most breakdowns show up to 20 categories before smaller ones roll into Other. Stone color, Cemetery and Salesperson show the biggest few and fold the rest into Other, and the chart says so when it does. A delivery method or pipeline stage nobody used in a period still shows, as zero. Together these answer questions like what is my average order value for flat markers, which salesperson brought in the most this quarter, or which quarter was strongest.

Two of these answer questions that sound alike. Quote conversion rate is a cohort rate: every quote counts in the month it was written, so it is a different measure from Quoted vs Won. Revenue is money won: it counts only orders that moved past the Quote stage, dated by the day each was confirmed. Quotes written is your pipeline: it sums every quote you wrote, won or not, dated by the day it was written. A job with several quote options counts once, as the option that was confirmed.

Quoted vs Won puts the quotes you wrote and the deals you won side by side in each period, and the two bars are not the same jobs: a deal won today was often quoted weeks ago. Each period also shows won ÷ quoted, which is not a close rate for that reason; for the real rate, use Quote conversion rate. The Quoted bar dates a quote by the period it was written in. The Won bar dates a deal by the period it was confirmed in: MonuDesk records that moment when the order moves onto the Confirmed Order stage, or from the quote side to any stage after it, and an order created with Save as Confirmed Order is stamped as it is created. The first confirmation is the one that counts. A deal counts as won once its stage is anything other than Quote, Archived or Cancelled. Orders that were confirmed before MonuDesk started recording that moment use the date of their first invoice, or the order's creation date.

MonuBrain (MonuDesk Max)

MonuBrain sits to the right of the Business Intelligence chart and is part of MonuDesk Max. Type a question in the box at the bottom of the card and press Enter or the send button. MonuBrain answers from your own orders, quotes, payments and order to-dos, for example "How many orders are in each stage right now?" or "How much came in last month?". Ask from a computer: the phone Dashboard leaves MonuBrain out.

MonuBrain reads your data once Give AI access to your data is switched on in Settings → AI, or with Turn on AI data access on the MonuBrain card itself. Give AI access to payments adds payment and revenue figures. Changing either switch needs Max and permission to edit Settings. See MonuBrain: Ask About Your Orders.

On other plans the MonuBrain card shows a sample question and answer, blurred, under Available with MonuDesk Max, with Upgrade to Max and Learn more.

Website Leads report (MonuDesk Max)

The Business Intelligence card has a Charts | Website leads switch in its header. Pick Website leads and the card shows the Website leads and ads report: the same date filter, numbers, campaigns and list of leads as the report page, with Open full report to go there. Click a lead to open it in the order popup. Charts brings the chart back. The switch is on the phone Dashboard too. It shows for people whose role can see the Order Summary report.

On other plans the Website leads view shows a blurred sample month under Available with MonuDesk Max. See Website Leads: Get Quotes from Your Website.

Related articles:

• Understanding the Order Board

• How to Use the Installations Page

• What Each Order Card Shows

• How the Customer Portal Works