1.2 — Finding the dashboards

After signing in, the left sidebar groups all dashboards under Dashboard. The top-level item opens the Home Dashboard. Sub-items lead to specialised views:

• Dashboard › Home — overall health at a glance for the current user's role.
• Dashboard › Sales — lead and booking performance by agent and team.
• Dashboard › Finance — collections, payment schedules and expense burn.
• Reports — deep tabular exports for leads, bookings, payments and procurement.

Every dashboard page has a date-range selector and project filter in the top-right corner. These controls are shared — changing them updates all tiles on the current page simultaneously.

1.3 — Role-based views

What you see on each dashboard depends on your role. blink i shows each user only the data they are permitted to see:

2.2 — KPI tiles

The top row of the Home Dashboard is a strip of KPI tiles. Each tile shows a single metric with its value for the selected date range and a comparison to the previous period (shown as ▲ +12% or ▼ −5%). The tiles available depend on your role:

Tiles with an underline are clickable — they take you directly to the filtered list (e.g. clicking Follow-ups Due opens the leads list filtered to overdue follow-ups).

2.3 — Pipeline chart

Below the KPI strip, the Lead Pipeline chart shows how leads are distributed across stages: New → Contacted → Site Visit Scheduled → Visit Done → Booked → Lost.

• The bar for each stage shows the count of leads currently at that stage.
• Hover over a bar to see the count and the percentage of the total.
• A narrow Conversion rate figure between stages shows the drop-off: e.g. 62% of Contacted leads moved to Site Visit Scheduled.
• The project filter (top-right) scopes the funnel to a single project or shows it across all projects.

2.4 — Activity feed

The right column of the Home Dashboard shows a live Activity Feed — a reverse-chronological list of recent events in the workspace: new leads, bookings created, payments recorded, approvals completed. Each entry shows the event type, the record it relates to (a link), the user who triggered it, and the time. The feed refreshes automatically.

3.2 — Team performance table

Dashboard › Sales opens with a Team Performance table — one row per agent — for the selected date range and project filter. Columns:

Click any agent row to drill into that agent's individual view.

3.3 — Per-agent view

Clicking an agent's row opens their individual dashboard. It shows the same KPI tiles as the team table but scoped to a single agent, plus:

• Lead list — every lead assigned to the agent in the date range, with status, last activity date and next follow-up.
• Stage-by-stage funnel — the pipeline chart for this agent only, showing where leads are stalling.
• Follow-up calendar — a week view of the agent's scheduled follow-ups. Overdue items are highlighted in red.
• Booking list — bookings closed by this agent, with project, plot/unit, and booking value.

Use the ← Back to team link (top-left of the agent view) to return to the team table.

3.4 — Conversion metrics

The Conversion tab (within the Sales Dashboard) gives a deeper breakdown of funnel conversion:

4.2 — Revenue summary

The Revenue section shows the financial position of every project side by side:

A bar chart below the table shows each project as a grouped bar: Booked Value versus Collected. The gap between them is the outstanding collection balance.

4.3 — Project health

The Project Health panel gives a per-project status grid. Each project appears as a row with the following indicators:

4.4 — Collections view

The Collections panel is the financial operations view. It shows expected vs received payments across all active booking payment schedules:

• Due this month — total of payment instalments scheduled to be collected in the current calendar month.
• Collected this month — payments actually recorded against those instalments.
• Overdue — instalments past their due date with no payment recorded. Each overdue item links to the booking detail.
• Upcoming (next 30 days) — instalments due in the next month, so the finance team can follow up in advance.

5.2 — Leads report

Reports › Leads lists every lead in the workspace with all its fields visible. Columns include:

Filter the report by date range, project, source, agent, or stage using the filter row above the table. All active filters are shown as chips and can be removed individually.

5.3 — Bookings report

Reports › Bookings lists every booking with its financial and status detail:

5.4 — Finance report

Reports › Finance covers the three financial sub-reports:

• Payments received — every customer payment recorded in the date range, with booking reference, customer, project, amount, payment mode and date.
• Expenses — all expense records with category, project, vendor, amount, status, and clearance state. Matches what is visible in Finance › Expenses.
• Purchase Orders — all POs with vendor, project, SKU count, total value, approval status and inward state. Matches Procurement › Purchase Orders.

Each sub-report has its own set of filter chips and an Export CSV button (top-right) to download the filtered data.

6.1 — Date range & project filter

The top-right corner of every dashboard page carries two controls that apply to the entire page:

Report pages have additional inline filters — a filter row above the table with dropdowns for agent, source, status, and other fields relevant to that report. These filter only the table, not the KPI tiles above it.

6.2 — Exporting data

The Export CSV button (top-right of each report page) downloads the currently filtered and visible rows as a comma-separated file. What you filter is what you export — use the filters first to narrow down the data, then export.

• Exports include all visible columns in the order shown on screen.
• Hidden columns (e.g. internal IDs) are not exported.
• Large exports (thousands of rows) may take a few seconds to generate.
• The filename includes the report name and date range, e.g. leads_2026-07-01_2026-07-31.csv.