Oftentimes in today's business environment, we take on many roles and responsibilities. Respectively, we face all kinds of tasks and carry out various actions to accomplish them. Many experts, managers, and creators are adept to work in multiple areas, professional fields, and industries.
The comprehensiveness and scope of our work requires our attention and eye for detail at so many places. This can have us going back and forth, navigating through various modules, apps, and panels of our business software, searching for information and continuously checking for something.
What if, instead of dashing rapidly through here and there, we had a single location that greets us every time we access our business management platform?
A spot that contains everything we need in a simple, yet effective form, allowing us to review the things that matter the most, in a quick look. Something that we can personalize to suit perfectly to every role we and our team members decide to take for the projects and assignments we face ahead.
This way we'll always know where to start from. The @@name platform has a definite answer to help you with this.
The Dashboard in @@name is the one place in the system that brings to your attention all the things necessary to start your day and go through it winning at your business.
The Dashboard enables you neatly organize and put together the apps and tools that you use on a daily basis, providing a quick glance at what captures your interest the most.
Your Dashboard is completely customizable and can help you build a digital home hosting everything you regularly use for the role you have and the work you do at your company:
- Calendar - bringing an all-around view of your engagements like meetings, appointments, and others in multiple types of views, such as a day, week, and month view, complemented by tiles summarizing your events for the current day and week.
- To Do Tasks - providing a list of reminders for all those quick and simple actions you have to take, arranged by their state of completion.
- Social Groups - combining intuitive means for team collaboration like chats, team calendars, group to dos, shared file management, and others.
- Timeline - showing a line of events and documents someway involving you and your currently selected company you work in, such as scheduled meetings, sent offers, closed sales, issued invoices, and others.
- Tiles - previewing sets of records like the events for the current day and week, the customers of a given company, sales made for the current year, products of a particular group, individual prices to a customer, or anything other, that can be loaded in a single tap while automatically applying the desired pre-saved filter combination for a specific purpose.
- Favorites - listing specific items or objects that capture your interest for any reason like a particular document chain (an offer leading to a closed sale leading to an issued invoice) or a customer, supplier, dealer, vehicle - anything and anyone you work with.
- Web View panels - enabling you to integrate a view of a website, giving you an opportunity to browse and use a website directly from your Dashboard, such as a web app, a supplier order platform, or even any panel from your own @@name instance visualized within the Dashboard of that same instance.
Various other kinds of features, such as accounting and sales analyses for receiving quick insights, your notifications for taking a peek at what happened recently, showing multiple instances of your tiles and web view panels to extend your reach to your resources, and others add up to the endless functionality of your Dashboard.
The all-around Dashboard in @@name is intended to summarize your most interesting aspects throughout your work. This enables the Dashboard to display the apps that help you pursue your commitments and undertakings on a single, neatly arranged screen.
To do so, the Dashboard combines a suite of tools and features to visualize all the data you constantly look at, access, and use during your day. The Dashboard is your one-stop solution to:
- review interesting snapshots from your calendar, timeline, and task apps - your personal appointments, the meetings you participate in, your to dos
- access any number of records present somewhere in the system via the tiles you set up - for example, the details of your contacts, the leads you put efforts into for converting them to paying customers, the current availabilities of items in your stores, the received and still-to-receive payments from your customers
- get to a specific item in a single tap - a particular supplier of yours, a marketing campaign that is going on, or a sales target your company has set
- receive quick insights - events that happened today or this week, showing what new has been going on in your company concerning you
Thanks to the native integration capabilities of @@name, each app you see in your Dashboard is just a window (a panel) visualizing in real time the actual app that is running in its designated place in the system.
This means each time you act in some way through any app displayed on your Dashboard, your actions take effect in the app itself, automatically and immediately.
These examples can help illustrate this concept in practice:
- Creating a new meeting through the Calendar widget shown on your Dashboard does so directly in your Calendar app.
- Completing a to do from your Dashboard marks it as accomplished in your To Do app.
- Chatting with your team or sharing files with them via your Groups widget displayed on your Dashboard happens in your Groups app.
This architecture of the @@name platform eliminates the necessity for synchronization and the possibility for unsaved progress or any delays - syncing simply becomes unnecessary when everything happens immediately where it is supposed to.
Your Dashboard presents everything that you need in a glimpse and a touch. Curious to see how it does so?
Feel free to check it all out in our publicly available test instance of @@name - without having to register:
