Business dashboard

Before you begin

• Dashboard access for your role.
• A clear idea of the day or queue you want to review.

How to use it

1. 1

   Review the overview

   Open Dashboard and check the date or view shown by the workspace. Read the available activity and workload summaries.

2. 2

   Open work that needs attention

   Use the relevant queue or item links to inspect an order, task or exception. Confirm its details in the underlying record.

3. 3

   Review team context

   Use the available notes, tasks or tracking panels to understand what has changed and what is still outstanding.

4. 4

   Return after taking action

   Refresh or revisit the overview after updating the source record. Check that its new state is reflected.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01The daily overview puts orders needing attention, tasks and activity in one workspace.