Dashboard

Introduction

The start page of the dashboard, the menu and the notifications

The Overview page is the first page of the dashboard. It shows the headline figures of the dealership, the work that is due and the state of the inventory. The menu, the header and the notification feed surround every page of the dashboard.

What the area contains

PartPurpose
Overview pageA greeting, a reporting period, four headline figures and a set of widgets.
Quick actionsButtons that open the form for a new car, task, deal, customer or partner.
Getting Started checklistFour steps for a new dealership.
SidebarThe menu of the dashboard, the account menu and the Latest Update card.
HeaderThe sidebar button, the breadcrumb and the notification bell.
Notifications pageThe full list of notifications of the signed-in team member.

Guides

Access

Every team member can open the Overview page. The page adapts to the permissions of the team member. A member without access to the financial records sees only the Tasks and Arriving Soon widgets, and sees Overdue Tasks in the fourth headline figure. Money amounts that the member may not read are left out.

Notification settings

The channels of each notification, the browser notifications and the connection to Telegram are set on the Notifications page in the settings. These guides do not describe that page.