Home Dashboard Cards
Home Dashboard Cards are summary or informational cards (or sections) that will focus on a specific topic or role. Below are the currently available cards and their description.
Company Cards
Company Cards show data that pertains the entire company. With the proper permissions, the logged in user can view these cards with the Company icon
.
Today Sales
The Today Sales cards currently shows a summary of the Company's sales. Here, you can see:
- Today's total number of sales and of those sales:
- How many are scheduled for today
- How many are scheduled for tomorrow
- How many are scheduled in the future (after tomorrow)
- and how many are not scheduled
- Average MMR (monetary value)
- Status of customers that are installed.
Today's Tech Appointments
The Today's Tech Appointments card shows the current status of all the appointments scheduled for today. Here you can see:
- Total number of Tech appointments for today including how many of those have been completed. The progress bar provides quick insight into Today's appointments.
- Installs: Of the total appointments, how many are Installs and how many of the installs have been completed.
- Service: Of the total appointments, how many are Service appointments and how many of those have been completed.
- Removals: Of the total appointments, how many are Removals and how many of those have been completed.
Today's Top Sales Rep
The Today's Top Sales Rep card lists the Sales reps that have sales today and lists them in order of most sales to least sales. Top 3 sales reps will have a the rank shown on their picture icon. Total Sales count for each sales rep will also be listed.
Me Cards
Me cards are going to pertain to the logged in user. These are going to show items that are assigned to them and will show the Me icon 
.
Today Card
This card will have today's date at the top and will list the items that are assigned to you (logged in user) that are due today.
Appointments for Today
This card will show for users with the Technician role and proper permissions. Here, the technician will see the list of appointments they have for Today. Each appointment is clickable. Clicking on the appointment will open the Appointment window which can be edited (with the proper permissions).
Tasks Due Today
This card will show for users with the Task Assignee role and proper permissions. Here, the user will see the list of Tasks assigned to them that are due Today. Each Task is clickable. Clicking on the Task will open the Task window which can be edited (with the proper permissions).
Work Orders for Today
This card will show for users with the Work Order Assignee role and proper permissions. Here, the user will see the list of Work Orders assigned to them that are due Today. Each Work Order will show all associated appointments and is clickable. Clicking on the Work Order will open the Work Order window which can be edited (with the proper permissions).
At-Risk Entries for Today
This card will show for users with the At-Risk Assignee role and proper permissions. Here, the user will see the list of At-Risk entries assigned to them that are due Today. Each at-risk entry is clickable. Clicking on the at-risk entry will open the at-risk entry window which can be edited (with the proper permissions).
Recent At-Risk Entries
This card will show for users with the At-Risk Assignee role and proper permissions. This is a list of the most recently edited At-Risk Entries that are assigned to the logged in user.
Tasks
This card will show for users with the Task Assignee role and proper permissions. This is a summary card that will show the the logged in user any of the following that are assigned to him/her:
- Total Number of Open Tasks and of those:
- How many are High priority and how many of these are overdue
- How many are Medium priority and how many of these are overdue
- How many are Low priority and how many of these are overdue
- How many have no priority and how many of these are overdue
Work Order
This card will show for users with the Work Order Assignee role and proper permissions. This is a summary card that will show the the logged in user any of the following that are assigned to him/her:
- Total open work orders
- Total work orders that are scheduled
- Total work orders that are not scheduled
- Total work orders that are overdue
At-Risk Entries
This card will show for users with the At-Risk Assignee role and proper permissions. This is a summary card that will show the the logged in user any of the following that are assigned to him/her:
- Total Open At-Risk entries and of those:
- How many are past due
- Average time assigned to the logged in user