Dashboard Widgets

Detailed information about available dashboard widgets and their configuration.

Sales Widgets

Revenue Chart

Displays revenue over time:

• Daily/Weekly/Monthly view toggle
• Year-over-year comparison option
• Export chart data to CSV

Order Volume

Shows order counts and trends:

• Orders by status (draft, confirmed, shipped)
• Order volume by day/week
• Average order value trend

Top Products

Ranks best-selling products:

• By revenue or quantity
• Configurable time period
• Drill-down to product details

Client Leaderboard

Shows highest-value clients:

• Revenue ranking
• Order frequency
• Account growth indicators

Inventory Widgets

Stock Alerts

Critical inventory notifications:

Stock Value

Inventory valuation summary:

• Total value by category
• Value by stock site
• Value change over time

Movement Summary

Stock movement overview:

• Incoming (purchases, returns)
• Outgoing (sales, transfers)
• Adjustments (counts, waste)

Operations Widgets

Picklist Status

Fulfillment pipeline:

Created → In Progress → Completed

• Count by status
• Aging alerts for overdue
• Picker performance

Shipment Tracker

Outbound logistics:

• Scheduled shipments today
• Shipments in transit
• Delivered this week

Receiving Queue

Inbound logistics:

• Expected deliveries
• Deliveries arrived
• Items awaiting put-away

Finance Widgets

Accounts Receivable

Customer payment status:

Payment Activity

Recent payment transactions:

• Payments received today
• Outstanding invoices
• Collection rate trends

Cash Flow Projection

Forward-looking finances:

• Expected incoming (due invoices)
• Expected outgoing (due payables)
• Net projection

System Widgets

Activity Feed

Real-time event stream:

• Order events
• Stock movements
• User actions
• System notifications

Task List

Your pending tasks:

• Approvals awaiting action
• Scheduled follow-ups
• Assigned tasks

Quick Stats

System health indicators:

• Active users
• Processing queue depth
• API response times

Widget Configuration

Adding Widgets

1. Click Customize Dashboard
2. Browse available widgets
3. Drag widget to desired position
4. Configure widget settings

Removing Widgets

1. Hover over widget
2. Click the X icon
3. Confirm removal

Rearranging Widgets

1. Click Customize Dashboard
2. Drag widgets to reorder
3. Save layout

Widget Settings

Each widget may have options:

• Data source - Which entities to include
• Time period - Date range for data
• Display format - Chart type, table, or card
• Refresh rate - How often to update

Related