# Widgets (https://docs.carlio.app/docs/overview/read-the-overview-widgets) 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. ## Which widgets appear [#which-widgets-appear] | 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. ## Cash Flow and Sales Trend [#cash-flow-and-sales-trend] One panel shows either chart. When the team member may read deals, a **Chart** switch offers **Cash Flow** and **Sales**. * **Cash Flow** plots **In**, **Out** and **Net** for the reporting period. The empty state reads **No Transactions Yet**. * **Sales Trend** shows the deals won in each month, for up to 12 months. The empty state reads **No Deals Won Yet**. ## Tasks [#tasks] The widget lists overdue tasks and the tasks due in the next 7 days. It shows open tasks only. 1. Read the groups **Overdue**, **Today**, **Tomorrow** and **Later This Week**. Each group header shows a count. 2. Select a row to open the task. 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**. ## Inventory Pipeline [#inventory-pipeline] 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**. ## Aging Stock [#aging-stock] 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 headline gives the average number of days held. * The bars group the cars into **0-30 d**, **31-60 d**, **61-90 d** and **90+ d**. * A warning line counts the cars held for more than 60 days and the money spent on them. * The three oldest cars follow. Selecting one opens the car. The empty state reads **Nothing Held**. ## Money Due [#money-due] The widget lists awaiting payments that are overdue or due in the next 30 days. * **To Receive** and **To Pay** show the two totals. * The list shows overdue items first. Selecting an item opens its deal or its car. * The title opens the **Awaiting** page. The empty state reads **Nothing Due**. ## Arriving Soon [#arriving-soon] 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**. ## Car Profitability [#car-profitability] 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**. ## Top Partners [#top-partners] 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**.