Dashboard

Overview

The Dashboard provides real-time visibility into critical business metrics including quotations, service requests, follow-ups, and deadlines. It’s the command center for sales teams and operations managers.

Sales Metrics

Track quotations sent and finalization rates

Pending Actions

Monitor unconfirmed requests and overdue items

Follow-up Queue

Manage customer follow-ups and reminders

Deadline Alerts

View upcoming and missed deadlines

Dashboard Metrics

Key Performance Indicators

Quotations Sent

Description: Total number of quotations generatedCalculation: Count of all quotations created by the user (or company-wide for managers)Use Case: Track sales activity and quotation volume trendsTime Period: Current month by default

Finalized Quotations

Description: Quotations that have been exported and sent to customersCalculation: Count of quotations with status ‘FINALIZED’Use Case: Measure conversion from draft to customer deliveryTarget: Should be close to “Quotations Sent” number (minimize draft pile-up)

Overdue Follow-ups

Description: Service requests past their requested delivery date without completionCalculation: Requests where:

requested_delivery_date < NOW()
current_status != 6 (not completed)

Use Case: Identify delayed services requiring immediate attentionAlert Level: Red flag for customer satisfaction risk

Unconfirmed Requests

Description: New service requests awaiting vendor confirmationCalculation: Requests with current_status <= 1Use Case: Ensure vendors promptly review and confirm new assignmentsTarget: Should be cleared daily

Next Deadlines

Description: Upcoming deadlines within 24 hoursCalculation: Count from service_request_deadlines where:

fired_at IS NULL
canceled_at IS NULL
due_at <= NOW() + 24 hours

Use Case: Proactive planning and resource allocation

Dashboard Views

Personal Dashboard

For individual users (vendors, sales staff):

GET /api/dashboard/metrics?userId=123

Shows:

Your quotations and follow-ups
Requests assigned to you
Your upcoming deadlines

Example Response

{
  "success": true,
  "metrics": {
    "quotationsSent": 15,
    "finalizedQuotations": 12,
    "overdueFollowUps": 2,
    "unconfirmedRequests": 3,
    "nextDeadlinesCount": 5
  },
  "unconfirmedRequests": [
    {
      "request_id": 789,
      "customer_name": "ABC Corp",
      "service_type_name": "Fumigation",
      "requested_delivery_date": "2024-12-01",
      "created_at": "2024-11-20T08:00:00Z"
    }
  ]
}

Manager Dashboard

For supervisors and operations managers:

GET /api/dashboard/metrics
// No userId = company-wide view

Shows:

All team quotations
All pending requests
Company-wide overdue items

Detailed view of requests requiring attention:

Access Widget

The “Unconfirmed Requests” card on the dashboard.

View Request List

See all requests with status 0 or 1:

Request ID
Customer name
Service type
Requested delivery date
How long since creation

Take Action

Click on a request to:

Confirm details
Update status
Contact customer if needed

API endpoint

GET /api/dashboard/unconfirmedRequests?userId=123

Unconfirmed requests older than 24 hours appear in red, indicating urgent attention needed.

Quotations Follow-up Queue

Manage customer follow-ups after quotations are sent:

Follow-up List

GET /api/dashboard/quotationsFollowUp?userId=123

Shows finalized quotations needing follow-up:

Customer name and contact
Service requested
Quotation ID and finalization date
Days since sent
Follow-up status

Priority Sorting

Quotations are sorted by:

Days since finalized (oldest first)
Requested delivery date (soonest first)
Quotation amount (highest first)

Follow-up Workflow

Select Quotation

Click on a quotation from the follow-up queue.

Contact Customer

Call or message to discuss:

Did they receive the quotation?
Any questions or concerns?
Interest level
Decision timeline

Record Outcome

Log the follow-up results:

Customer response
Interest perception (high/medium/low)
Next action needed
Schedule next follow-up if needed

Record follow-up

POST /api/quotations/followup
{
  "quotation_id": 456,
  "talked_with_lead": true,
  "interest_perception": "high",
  "payment_capacity": "confirmed",
  "decision_power": "yes",
  "agreement": "accepted",
  "medium": "phone"
}

Deadline Management

Monitor critical dates and milestones:

Upcoming Deadlines

View deadlines due within 24 hours across all service requests.Includes:

Delivery dates
Follow-up reminders
Document submission deadlines
Quality check dates

Deadline Types

Service Delivery: When service must be completed
Quotation Follow-up: When to contact customer
Document Required: Permit or approval needed by date
Payment Due: Invoice payment deadline

Missed deadlines can result in customer dissatisfaction and penalty fees. Monitor daily.

Filtering and Date Ranges

Customize dashboard views:

Time Period Filter

Select date range for metrics:

Today
This week
This month
This quarter
Custom range

User Filter (Managers)

View metrics for:

All team members
Specific user
By department
By sales line

Status Filter

Focus on specific statuses:

Active only
Include completed
Show deactivated

Dashboard Widgets

Available Widgets

Quick Stats

Summary cards with key numbers

Unconfirmed Requests

List of requests requiring attention

Follow-up Queue

Quotations needing customer follow-up

Overdue Items

Requests past their delivery date

Recent Activity

Latest system actions and updates

Calendar View

Visual timeline of upcoming deadlines

Customizing Layout

Users can personalize their dashboard:

Click 'Customize Dashboard'

Access dashboard settings.

Select Widgets

Choose which widgets to display.

Arrange Layout

Drag and drop widgets to preferred positions.

Save

Layout is saved to your user preferences.

Performance Indicators

Sales Team Metrics

Conversion Rate

Formula: (Finalized Quotations / Quotations Sent) × 100Target: >80%Meaning: Percentage of quotations that make it to customer

Follow-up Response Rate

Formula: (Quotations with Follow-up / Total Sent) × 100Target: 100%Meaning: Ensuring all customers are contacted

Average Quotation Time

Formula: Average time from request to finalized quotationTarget: Under 48 hoursMeaning: Speed of quote generation

Operations Metrics

On-Time Delivery Rate

Formula: (Delivered on Time / Total Deliveries) × 100Target: >95%Meaning: Meeting customer delivery expectations

Pending Confirmations

Formula: Count of requests with status 0-1Target: 0 at end of dayMeaning: Responsiveness to new requests

Alerts and Notifications

Dashboard can trigger alerts:

Alert Types

Critical: Overdue deliveries, missed deadlines
Warning: Approaching deadlines, high unconfirmed count
Info: Daily summary, weekly reports

Delivery Methods

In-app notification badge
Email digest (daily/weekly)
Push notification (mobile)
WhatsApp summary (optional)

Refresh and Real-Time Updates

Auto-Refresh

Dashboard metrics refresh automatically every 5 minutes to show latest data.

Manual Refresh

Click the refresh icon to update immediately after completing actions.

Real-Time Notifications

When enabled, receive instant updates for:

New request assignments
Customer responses
Status changes
Approaching deadlines

Best Practices

Check Daily

Review dashboard at the start of each day to prioritize tasks.

Clear Unconfirmed Requests

Aim for zero unconfirmed requests before end of business day.

Follow Up Within 24 Hours

Contact customers within 24 hours of sending quotation for best conversion.

Address Overdue Items First

Prioritize overdue follow-ups to prevent customer complaints.

Use Filters Effectively

Narrow down to actionable items rather than viewing everything.

Service Requests

Manage requests shown on dashboard

Quotations

Handle quotations from follow-up queue

Get Started

Deployment

Core Features

User Management

Overview

Sales Metrics

Pending Actions

Follow-up Queue

Deadline Alerts

Dashboard Metrics

Key Performance Indicators

Dashboard Views

Personal Dashboard

Manager Dashboard

Unconfirmed Requests Widget

Quotations Follow-up Queue

Follow-up Workflow

Deadline Management

Filtering and Date Ranges

Dashboard Widgets

Available Widgets

Quick Stats

Unconfirmed Requests

Follow-up Queue

Overdue Items

Recent Activity

Calendar View

Customizing Layout

Performance Indicators

Sales Team Metrics

Operations Metrics

Alerts and Notifications

Refresh and Real-Time Updates

Best Practices

Service Requests

Quotations

Build docs developers (and LLMs) love

Get Started

Deployment

Core Features

User Management

​Overview

Sales Metrics

Pending Actions

Follow-up Queue

Deadline Alerts

​Dashboard Metrics

​Key Performance Indicators

​Dashboard Views

​Personal Dashboard

​Manager Dashboard

​Unconfirmed Requests Widget

​Quotations Follow-up Queue

​Follow-up Workflow

​Deadline Management

​Filtering and Date Ranges

​Dashboard Widgets

​Available Widgets

Quick Stats

Unconfirmed Requests

Follow-up Queue

Overdue Items

Recent Activity

Calendar View

​Customizing Layout

​Performance Indicators

​Sales Team Metrics

​Operations Metrics

​Alerts and Notifications

​Refresh and Real-Time Updates

​Best Practices

​Related Features

Service Requests

Quotations

Build docs developers (and LLMs) love

Overview

Dashboard Metrics

Key Performance Indicators

Dashboard Views

Personal Dashboard

Manager Dashboard

Unconfirmed Requests Widget

Quotations Follow-up Queue

Follow-up Workflow

Deadline Management

Filtering and Date Ranges

Dashboard Widgets

Available Widgets

Customizing Layout

Performance Indicators

Sales Team Metrics

Operations Metrics

Alerts and Notifications

Refresh and Real-Time Updates

Best Practices

Related Features