The cards below the headline figures and the permission that each one needs
The widgets sit below the headline figures. Each widget has a title and a one-line description. Most titles open the related page.
| Widget | Needs |
|---|---|
| Tasks | Nothing. Every team member sees it. |
| Arriving Soon | Nothing. Every team member sees it. |
| Cash Flow | Read access to transactions. |
| Inventory Pipeline | Read access to transactions. |
| Aging Stock | Read access to transactions. |
| Money Due | Read access to transactions. |
| Car Profitability | Read access to transactions. |
| Sales Trend | Read access to transactions and to deals. |
| Top Partners | Read access to transactions, to partners and to deals. |
A team member without read access to transactions sees only Tasks and Arriving Soon. The staff role has no such access by default.
One panel shows either chart. When the team member may read deals, a Chart switch offers Cash Flow and Sales.
The widget lists overdue tasks and the tasks due in the next 7 days. It shows open tasks only.
An overdue row shows the days late, for example 3 d. A task with the priority High or Urgent carries a priority mark. A line such as 5 more tasks opens the task list. The empty state reads Nothing Due.
The widget shows the total number of cars and the number with the status In Inventory, written as in stock. One bar for each of the seven car statuses follows, with its count and its share of all cars. Selecting a bar opens the inventory filtered by that status. The empty state reads No Cars Yet.
The widget shows how long unsold cars have been held. It counts cars that are Checked, Bought, In Inventory, Loaded To Freight or In Transportation.
The empty state reads Nothing Held.
The widget lists awaiting payments that are overdue or due in the next 30 days.
The empty state reads Nothing Due.
The widget lists exported cars due to arrive in the next 7 days. Each row shows the car and the arrival day. A mark states live tracking. A line such as 2 past due counts shipments whose arrival date has passed. Selecting a row opens the car. The title opens Exports. The empty state reads Nothing Arriving.
The widget ranks sold cars by money received minus money spent, taken from the ledger. A sold car counts when its status is Sold or Delivered.
A car that still awaits payment appears as a loss until the payment is recorded.
The headline shows the average net per car and the margin. The three most profitable and the three least profitable cars follow. The empty state reads No Cars Sold Yet.
The widget ranks the sales partners by deals won in the reporting period. It shows at most five partners. A team member who may read deal finances sees the value won. Other team members see the number of deals. The empty state reads No Partner Sales Yet.