Skip to main content

Dashboard Module

The Dashboard Module is your central control center for business analytics, system administration, and performance monitoring.

📊 Overview​

The Dashboard provides:

  • Real-time KPIs - Sales, financial, and operational metrics
  • Interactive Charts - Visual data representation
  • Quick Actions - Fast access to common tasks
  • System Administration - User and permission management
  • Configuration - System settings and preferences

🎯 Key Features​

1. Sales Overview Dashboard​

Access: Dashboard → Home

KPIs Display​

Top Metrics Bar:

  • Gross Sales - Total revenue before deductions
  • Net Sales - Revenue after discounts and returns
  • Total Orders - Number of transactions
  • Avg Transaction Value - Average order amount

Visual Analytics​

Sales Target Over Time (Line Chart)

  • Blue line: Actual sales performance
  • Gray line: Target/goal
  • X-axis: Time period (daily/weekly/monthly)
  • Y-axis: Sales amount
  • Hover for exact values

Sales by Channel (Stacked Bar Chart)

  • Blue: Dine-in sales
  • Green: Takeaway sales
  • Orange: Delivery sales
  • Shows distribution across channels
  • Compare different time periods

Sales by Branch (Multi-bar Chart)

  • Each branch in different color
  • Compare location performance
  • Identify top and bottom performers
  • Filter by date range

Sales by Product Category (Donut Chart)

  • Visual percentage breakdown
  • See category contribution to revenue
  • Click segment for details
  • Total in center

Sales by Day & Time (Heatmap)

  • Rows: Days of week (Monday - Sunday)
  • Columns: Hours of day (8 AM - 11 PM)
  • Color intensity: Sales volume
  • Dark colors = high sales
  • Light colors = low sales
  • Use for staffing and promotion planning

Data Tables​

Item Performance Table

Columns:

  • Product Name
  • Category
  • Quantity Sold
  • Revenue
  • Profit Margin
  • Trend (↑ up, ↓ down, → stable)

Features:

  • Search - Find specific items
  • Sort - Click column headers
  • Filter - By category, date range
  • Export - Download as CSV
  • Pagination - Navigate large datasets

Suggested Combos Table

Shows items frequently ordered together:

  • Item A
  • Item B
  • Frequency
  • Suggested combo name
  • Potential revenue

Use this data to:

  • Create combo meals
  • Train staff on upselling
  • Plan promotions

Filters & Controls​

Date Range Picker

  • Today
  • Yesterday
  • This Week
  • This Month
  • Last Month
  • Custom Range

Branch Filter

  • All Branches
  • Specific branch
  • Compare multiple branches

Refresh Data

  • Auto-refresh every 5 minutes
  • Manual refresh button
  • Last updated timestamp

2. Finance Overview Dashboard​

Access: Account → Dashboard

Financial KPIs​

Main Metrics:

  • Total Revenue (฿9.2M) - All income
  • Total Expenses (฿6.8M) - All costs
  • Net Profit (฿2.4M) - Bottom line
  • Profit Margin (26.1%) - Profitability percentage

Financial Charts​

Monthly Revenue by Branch

  • Grouped bar chart
  • Each branch compared
  • Monthly trends
  • Year-over-year comparison

Expense Breakdown

  • Horizontal progress bars
  • Categories:
    • Cost of Goods Sold (COGS)
    • Salaries & Wages
    • Rent
    • Utilities
    • Marketing
    • Other Operating Expenses
  • Percentage and amount shown
  • Color-coded by category

Financial Summary by Branch Table

Columns:

  • Branch Name
  • Revenue
  • Expenses
  • Net Profit
  • Profit Margin %
  • Status (🟢 Good / 🟡 Warning / 🔴 Critical)

3. Inventory Overview Dashboard​

Access: Product → Dashboard

Inventory KPIs​

Stock Metrics:

  • Total Products (1,248) - Active SKUs
  • Inventory Value (฿8.5M) - Total stock worth
  • Low Stock Items (42) - Need reordering
  • Out of Stock (8) - Zero quantity

Performance Metrics:

  • Stock Turnover Rate (4.2x) - Inventory efficiency
  • Avg Stock Days (87) - Days items sit in stock

Inventory Charts​

Category Breakdown

  • 4 main categories with progress bars:
    • Raw Materials
    • Pre-cooked Items
    • Finished Products
    • Set Menu
  • Shows item count and value per category

Stock Movement Chart

  • Weekly bar chart
  • Blue bars: Stock In
  • Green bars: Stock Out
  • Orange bars: Adjustments
  • Net change visible

Low Stock Items Table

  • Product name
  • Current quantity
  • Minimum level
  • Reorder quantity
  • Supplier
  • Action button (Create PR)

4. Marketing Dashboard​

Access: Marketing → Dashboard

Marketing KPIs​

Campaign Performance:

  • Active Campaigns: 12
  • Reach: 45.2K people
  • Engagement Rate: 8.7%
  • ROI: +23.4%

Customer Acquisition:

  • New Customers: 1,247
  • Cost Per Acquisition: ฿45.80
  • Retention Rate: 76.3%
  • Lifetime Value: ฿2,350

Digital Presence:

  • Social Followers: 15.6K
  • Website Traffic: 89.2K visits
  • Email Open Rate: 42.1%

👥 User Management​

User List​

Access: Dashboard → Manage Users

View All Users:

  • Username
  • Full Name
  • Email
  • Role
  • Status (Active/Inactive)
  • Last Login
  • Actions (Edit/Deactivate)

Creating a User​

Step 1: Click "Add New User"

Step 2: Fill User Details

Username: *required* (unique)
Password: *required* (min 8 characters)
Full Name: *required*
Email: *required* (valid format)
Phone: optional
Role: *required* (select from dropdown)
Branch/Location: *required*
Status: Active/Inactive

Step 3: Save

  • System validates all fields
  • Password is encrypted
  • Email sent to user (optional)
  • User appears in list

Editing a User​

  1. Find user in list
  2. Click Edit icon
  3. Update fields
  4. Cannot change: Username
  5. Can change: All other fields including password
  6. Click Update

Deactivating a User​

  1. Select user
  2. Click Deactivate
  3. Confirm action
  4. User cannot login
  5. Data preserved (don't delete!)
  6. Can reactivate later

Password Reset​

Admin Reset:

  1. Edit user
  2. Enter new password
  3. Check "Force password change on next login"
  4. Save
  5. Notify user of temporary password

🔐 Role & Permission Management​

Role List​

Access: Dashboard → Role & Permission

Default Roles:

  • Admin (full access)
  • Manager (most features)
  • Supervisor (operations)
  • Cashier (POS only)
  • Kitchen (KDS only)
  • Accountant (finance only)

Permission Matrix​

Each role has permissions for modules:

ModuleCreateReadUpdateDelete
Dashboard☐☑☐☐
Product☑☑☑☐
Purchase☑☑☑☐
Stock☑☑☑☑
Invoice☑☑☑☐
Restaurant☑☑☑☑
Account☐☑☐☐
Report☐☑☐☐
Settings☐☑☑☐

Creating a Custom Role​

Step 1: Add New Role

  1. Click "Add New Role"
  2. Enter Role Name (e.g., "Store Manager")
  3. Enter Description (optional)

Step 2: Set Permissions

  • Check boxes for each permission
  • Create - Can add new records
  • Read - Can view records
  • Update - Can edit records
  • Delete - Can remove records

Recommended Combinations:

View-Only Role:

  • Read: ✅ All modules
  • Create/Update/Delete: ❌ All

Data Entry Role:

  • Create/Read: ✅ Specific modules
  • Update/Delete: ❌

Supervisor Role:

  • Create/Read/Update: ✅ Operations modules
  • Delete: ❌ (requires manager)

Step 3: Save Role

  • Validate settings
  • Role available for user assignment

Editing Role Permissions​

  1. Select role from list
  2. Click Edit Permissions
  3. Check/uncheck boxes
  4. Click Update
  5. ⚠️ Changes apply immediately to all users with this role

Best Practices​

✅ DO:

  • Create roles based on job functions
  • Follow principle of least privilege
  • Document custom roles
  • Review permissions quarterly
  • Test new roles before assigning

❌ DON'T:

  • Give everyone admin access
  • Delete built-in roles
  • Grant delete permission without approval
  • Change permissions without documenting

⚙️ System Settings​

Location Bin Management​

Access: Dashboard → Location Bin

Purpose: Warehouse organization and bin locations

Adding Bin Location:

  1. Click Add Bin
  2. Select location/branch
  3. Enter bin code (e.g., A1, A2, B1)
  4. Enter description
  5. Set capacity (optional)
  6. Save

Assigning Products to Bins:

  1. Go to Product module
  2. Edit product
  3. Select bin location
  4. Save
  5. Improves picking efficiency

Company Settings​

Access: Dashboard → Settings

Company Information:

  • Company Name
  • Address (multiple lines)
  • Phone, Fax
  • Email, Website
  • Tax ID / Registration Number
  • Logo Upload

Currency Settings:

  • Default Currency
  • Currency Symbol
  • Decimal Places
  • Exchange Rates

System Preferences:

  • Date Format
  • Time Format
  • Timezone
  • Language
  • Number Format

📈 Using Dashboard for Decision Making​

Daily Morning Routine​

9:00 AM - Check Yesterday's Performance

  1. View Sales Overview
  2. Compare to target
  3. Check order volume
  4. Review average transaction value

Questions to Ask:

  • Did we hit the target? ✅ / ❌
  • Which channel performed best?
  • Which branch needs attention?
  • Any unusual patterns?

Weekly Review​

Monday Morning - Week Analysis

  1. Set date range to last week
  2. Review Sales by Day & Time heatmap
  3. Identify peak hours
  4. Check item performance

Actions Based on Data:

  • Peak hours identified → Schedule more staff
  • Slow hours → Run promotions
  • Top items → Ensure adequate stock
  • Slow items → Plan discounts or removal

Monthly Business Review​

First Week of Month

  1. View Finance Dashboard
  2. Check profit margin trend
  3. Review expense breakdown
  4. Analyze branch performance

Strategic Decisions:

  • Budget adjustments
  • Staffing changes
  • Marketing campaigns
  • Menu optimization

📊 Chart Interpretation Guide​

Line Chart (Trend Analysis)​

What to Look For:

  • Upward slope 📈 = Growth (Good!)
  • Downward slope 📉 = Decline (Investigate)
  • Flat line → = Stagnant (Need action)
  • Spikes = Unusual events
  • Gaps = Missing data

Bar Chart (Comparison)​

Analysis Tips:

  • Compare bar heights
  • Look for patterns
  • Identify outliers
  • Check consistency

Donut/Pie Chart (Composition)​

Insights:

  • Which categories dominate?
  • Are you diversified?
  • Any imbalances?
  • Percentage contribution

Heatmap (Pattern Recognition)​

Reading the Map:

  • Dark cells = High activity
  • Light cells = Low activity
  • Patterns = Predictable behavior
  • Anomalies = Special events or issues

Common Patterns:

  • Lunch rush: 11 AM - 2 PM
  • Dinner rush: 6 PM - 9 PM
  • Weekend vs weekday
  • Seasonal variations

🔔 Notifications & Alerts​

System Notifications​

Types:

  • Low stock alerts
  • Out of stock items
  • Pending approvals
  • System updates
  • Error notifications

Notification Panel:

  • Bell icon (top right)
  • Red badge = unread count
  • Click to view all
  • Click notification to take action
  • Mark as read

Email Alerts​

Configure: Dashboard → Settings → Notifications

Available Alerts:

  • Daily sales summary
  • Weekly performance report
  • Low stock warnings
  • Payment reminders
  • System maintenance notices

📱 Mobile Dashboard Access​

Responsive Design​

The dashboard is fully responsive:

  • Desktop - Full feature access
  • Tablet - Optimized layout
  • Mobile - Essential metrics

Mobile Tips​

  • Use landscape mode for charts
  • Pinch to zoom on graphs
  • Swipe tables horizontally
  • Pull down to refresh

⚡ Performance Tips​

Loading Speed​

If Dashboard is Slow:

  1. Clear browser cache
  2. Close unused tabs
  3. Reduce date range
  4. Filter to specific branch
  5. Check internet connection

Data Accuracy​

Ensure Accurate Data:

  • All transactions recorded timely
  • No pending/draft orders
  • Stock movements updated
  • Bank reconciliation current
  • All branches synchronized

🎓 Advanced Features​

Custom Dashboard Views​

Create Custom View:

  1. Dashboard → Customize
  2. Add/remove widgets
  3. Resize and reorder
  4. Save as "My View"
  5. Switch between views

Scheduled Reports​

Setup:

  1. Dashboard → Scheduled Reports
  2. Select report type
  3. Set frequency (daily/weekly/monthly)
  4. Add recipients
  5. Configure delivery time

Data Export​

Export Options:

  • CSV - For Excel analysis
  • PDF - For presentations
  • JSON - For integration
  • Image - Charts as PNG

🔍 Troubleshooting​

Chart Not Displaying​

Solutions:

  • Refresh page
  • Clear cache
  • Check date range has data
  • Try different browser
  • Contact IT support

Permission Denied​

Check:

  • Your role has "Read" permission
  • You're assigned correct branch
  • Account is active
  • Not logged in elsewhere

Data Mismatch​

Verify:

  • Date range selected
  • Branch filter applied
  • All transactions saved
  • Recent data synchronized

📞 Support​

For Dashboard Issues:

  • IT Support: [Number]
  • Help Documentation: [Link]
  • Video Tutorials: [Link]

The Dashboard is your command center. Master it to gain complete visibility into your business operations! 📊✨