Department-Based Dashboard Customization
- 1: The system must allow the user to select a Company and a Department from the dropdown menus.
- 2: The module must display a list of all available Dashboard Widgets (Counts and Summary boxes).
- 3: Each dashboard item must have a Checkbox to enable or disable its visibility for the selected department.
- 4: The list must include high-level metrics such as Total Retailers, Total Sale, Total Leads, and Pending Orders.
- 5: A Select All checkbox must be available to quickly grant access to all dashboard widgets.
- 6: Upon clicking Save, the dashboard layout for all users in that department must update automatically.
Brief Description of Dashboard Items
- Total Retailer / Channel Partner: Shows the total count of registered business partners in the system.
- Total Sale / Collection: Displays the cumulative revenue and payment collection figures.
- Total Leads / Pending Leads: Tracks the sales pipeline by showing how many potential customers are being handled.
- Total Visit / Today Visit: Monitors the activity of the field team by showing the number of client meetings scheduled or completed.
- Total Expense: Summarizes the total costs or reimbursement claims submitted.
- Total Sale Order / Pending Order: Provides a status update on supply chain health (how many orders are placed vs. how many are yet to be fulfilled).
- Total Employee: Displays the headcount currently active in the system.
- Check-In / Out Metrics: Shows real-time attendance status for the workforce.
Functional Summary
This module is the "filter" for the home screen. Instead of showing every user the same information, you can use this to make sure a Sales Manager sees "Total Sale" while an HR Manager sees "Total Employee" and "Attendance" counts.