The manager dashboard gives you a quick view of jobs, clients, active staff, job spending, budget use, and gross profit. The four summary figures cover your organisation, while the financial views focus on open jobs assigned to your manager profile and realised profit information.
Sign in with your account and open Manager Dashboard if it is available in your navigation or from a link provided by your administrator.
At present, Manager Dashboard is not linked from the main navigation. If you cannot find it, ask an administrator to confirm that your account is allowed to use the dashboard and to provide the correct link. You must also have a staff record linked to the email address on your account. If that link is missing, the page displays a message asking you to contact an administrator to set up your manager profile.
The dashboard is available to staff, managers, and administrators. Financial information is shown only to people whose account includes permission to view financial information.
The Active Staff card shows how many staff members are currently active. Select it to open the staff area and review individual team records.
The dashboard’s financial information is assigned to your manager profile. The job selector lists your open jobs, using each job’s number and name, and the job financial charts use the job you select. When no job is selected, the charts cover your open jobs.
The manager dashboard does not provide a separate team-activity feed or a staff-by-staff activity timeline. Use the Active Staff total as the team headline, then open the staff area for people information and the jobs area for work details.
It is not currently linked from the main navigation. Ask an administrator to confirm your access and provide the page link. Also confirm that your sign-in email is linked to a staff record.
Your account may not have permission to view financial information. Ask an administrator to review your access if you need these sections for your role.
Your sign-in email is not linked to a staff record. An administrator must set up that staff connection before the dashboard can identify the manager profile used for job and gross-profit information.
Job Overview lists open jobs assigned to your manager profile. A job that is closed, invoiced, or assigned to another manager will not appear there.
The gauge shows 0% when there is no estimated value for the relevant open jobs or when there is no spending data yet. The dashboard then displays No budget data yet.
Gross profit includes invoiced, profit-bearing jobs with an estimated value above zero. The selected financial year, date range, client, and your manager profile also affect which jobs are included.
It is the profit margin calculated from the invoiced jobs included in the current filter. The table sorts results from the highest percentage to the lowest percentage.