How to Read Your Dashboard Overview

Recommended for: Owners, admins, and managers Time to complete: 5 minutes to learn

Your dashboard overview gives a quick summary of business activity so you can spot issues early and keep service on track.

What to Look For First

Focus on the metrics that change daily:

  • new orders

  • order status counts

  • branch activity

  • recent operational movement

A Simple Review Routine

At the start of the day

  • confirm the correct branch is active

  • check there are no obvious alerts or setup issues

  • make sure orders can be monitored

During service

  • watch for order build-up

  • check that statuses are moving forward

  • look for anything that suggests the branch is overloaded

End of day

  • review completed order volume

  • look for cancelled orders or unusual patterns

  • flag any issue that needs a manager follow-up

What the Dashboard Is Best For

Use the overview to:

  • spot operational bottlenecks

  • check whether orders are flowing normally

  • confirm branches are active

  • guide what you check next in detailed reports

Do Not Use It Alone

The overview is a summary, not the full story. If something looks wrong, check the detailed orders, branch setup, or reporting screens next.

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