Dashboard
The Dashboard is the landing page after login, providing a real-time overview of your business through configurable widgets.
KPI Row
The top row displays key performance indicators as summary cards:
| KPI | Source Module | Example |
|---|---|---|
| Total Revenue | Accounting | SAR 1,250,000 |
| Outstanding Invoices | Accounting | 23 invoices, SAR 340,000 |
| Active Projects | Projects | 12 projects |
| Open Deals | CRM | 18 deals, SAR 890,000 pipeline |
| Inventory Value | Inventory | SAR 560,000 |
| Employees | HR | 47 active employees |
KPI cards are contextual — only modules you have activated appear.
Charts
Below the KPI row, interactive charts visualize trends:
- Revenue trend — Monthly revenue over the past 12 months (bar chart)
- Cash flow — Inflows vs. outflows by week (area chart)
- Pipeline funnel — Deals by stage with values (funnel chart)
- Project burndown — Sprint progress across active projects (line chart)
- Inventory turnover — Stock movement rates by category (bar chart)
Charts support date range filtering and drill-down into the underlying data.
Recent Activity
A timeline of the latest actions across the platform:
- Invoice posted by Ahmed — 10 minutes ago
- Deal “Al Rajhi Contract” moved to Negotiation — 1 hour ago
- Leave request approved for Sara — 2 hours ago
- Stock received: 500 units of SKU-1234 — 3 hours ago
Each entry links to the relevant record.
Alerts
Actionable notifications that require attention:
| Alert Type | Example |
|---|---|
| Low stock | ”Widget A” below reorder point (12 remaining) |
| Overdue invoice | INV-2026-0038 is 15 days past due |
| Leave pending | 3 leave requests awaiting approval |
| Expiring documents | Employee visa expires in 30 days |
| Overdue activities | 5 CRM follow-ups past due |
Alerts are prioritized by urgency and link directly to the action needed.
Customization
- Drag and drop — Rearrange widget positions on the dashboard
- Show/hide widgets — Toggle individual widgets on or off
- Date range — Filter all widgets by a specific period
- Company filter — Switch between companies or view consolidated data (see Multi-Company)
Dashboard layout preferences are saved per user.
AI Insights Widget
When enabled, the dashboard includes an AI Insights card that surfaces automated observations about your KPIs, such as:
- “Revenue increased 23% month-over-month”
- “3 deals in pipeline are past expected close date”
- “Inventory turnover for Category B is declining”
See the AI Insights page for details on how insights are generated.