Dashboard:
1) Active/Overdue/Closed Task: you can view all the active,closed,overdue task in pop up by clicking on its COUNT. For Active,Closed,Overdue Task pop up you can search by customer name for quick view. In Customers pop up you can view no of customers and search by their name, business name.
2) Quick Insights: Quick view for task, new bill, collection, closed task, hrs. logged today, this week and month.
3) Task Completed: you can view the completed task workcategory wise in this chat.
4) Overdue Ratio:
5) Task Update: it is showing like no of completed task out of no of assigned task month wise. You can see full year task allocation this this table.
6) WIP Task: View task as per their progress eg. task is 35% done, to view for remaining 65% we need to click on count.
Detailed view of WIP: you can Export the data in excel format also search by customer name
7) Upcoming Closures: By clicking on number it will redirect you to details view of closure task within 15 days
Detailed view of upcoming closures page, from this page you can export the data in excel format with you also search by customer name for easy to view.
8) Department wise Billing Analysis: By clicking on the numbers it will redirect you to Billing page
You can search by particular department, you can export the data by clicking on Export button, user can also search by customer name to quick view.
9) Resource Performance: By clicking on View All link it will redirect user to "Report ---> Resource Utlization"