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3.1What is on the Dashboard

Chapter 3 · Dashboard·1 min read

From the top down:

  1. Getting started card — shown while your organisation is new (section 1.6). Each unfinished task has a link that takes you to the right place; completed tasks show a tick. Close it with ×; it also disappears on its own once all six tasks are done.
  2. A greeting with your first name and the snapshot time the figures are current as of, with a Refresh metrics button and Add widget.
  3. The KPI grid — configurable widgets followed by three fixed tiles.
  4. Quick actions.
  5. Recent invoices and My tasks side by side.
3.2KPI widgetsConfigurable widgets By default you get Revenue, Expenses and Net Profit for the year to date. Each widget: has a period dropdown in its corner — Today,…Dashboard17.1DashboardHeadcount by department, who is in today, pending requests (leave, attendance, schedule, assets, documents) and the hiring pipeline, with links into each queue.HRMS — people, time, pay and hiring2.5The welcome tour and getting-started cardThe first time you sign in a short welcome tour points out the navigation pane, search, quick create, notifications, Settings and the Fusion AI button.…The Workspace and finding your way around1.6The first things to do after signing upYour organisation works straight away, but a few minutes of setup saves corrections later. The Getting started card on the Dashboard tracks these six items:…Getting started