Dashboard Overview

Dashboard structure

The company dashboard is the home view after sign-in for many roles. It surfaces operational indicators such as pipeline, open deals, and finance snapshots when those modules are enabled.

Navigation

The application uses a module menu (CRM, Finance, HR, Real Estate, Construction, Inventory, Marketing, and administration). Breadcrumbs in the app help you see where you are. Documentation for the public site uses a separate docs sidebar.

Available sections

• CRM — leads, customers, pipeline, inbox
• Finance — vouchers, ledgers, reports
• HR — employees, attendance, leave, payroll
• Real Estate — properties, plots, bookings
• Construction — projects, milestones, procurement
• Inventory — stock, warehouses, GRN
• Admin — users, roles, settings

Key actions

From the dashboard you typically open a module, review KPIs, and jump to items that need attention (open leads, pending leave, low stock). Exact widgets depend on role and module entitlements.

Business indicators

KPI tiles and lists are generated from live company data. Treat them as operational signals, not as a substitute for formal financial reports.

Analytics dashboards

Steps

1. Sign in to Smart Business 360 at the application host.
2. Open the Getting Started module for this task.
3. Follow the fields and actions described in the sections above.
4. Save or confirm, then verify the result on the list or detail screen.

Expected result: The operation completes without errors and data reflects your changes.

Troubleshooting

• Confirm you are in the correct company context.
• Verify your role includes permissions for this module.
• Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ