Dashboard
Overview of the dashboard — statistics cards, charts, and recent activity.
Once you have signed in (see Authentication), the Dashboard is the first screen you see. Use it to get a quick read on incoming workload, spot overdue requests, and jump into any item that needs attention.
Accessing the Dashboard
After logging in, you land on the Dashboard at /dashboard. This is the central hub showing a real-time snapshot of all project requests.
Statistics Cards
The top section displays key metrics:
| Card | Description |
|---|---|
| Total Requests | Count of all non-deleted project requests |
| New Requests | Requests with Pending status |
| In Progress | Requests currently being processed through the workflow |
| Approved | Requests that have been approved |
| Rejected | Requests that were rejected |
| Converted | Requests converted into active projects |
| Completed | Sum of Approved + Rejected + Converted |
Aging Indicators (RAG)
In-progress requests are colour-coded by how much of their target SLA has elapsed. The thresholds are derived from the default RAG days configured in Settings → General:
| Colour | % of RAG window used | Meaning |
|---|---|---|
| 🟢 Green | 0 – 43% | Fresh — no action needed yet |
| 🟡 Yellow | 44 – 99% | Aging — needs attention soon |
| 🔴 Red | 100% + | Overdue — requires immediate action |
The configured RAG window is shown on the Dashboard so you can see what "overdue" currently means for your organisation.
Charts
The Dashboard shows several visualisations:
| Chart | Description |
|---|---|
| Requests by Focus Area | Donut chart showing distribution of requests across focus areas |
| Monthly Trends | Bar chart of total / approved / rejected requests over recent months |
| Workflow Steps Distribution | How many requests are currently sitting at each of the 7 workflow steps |
Recent Requests
The bottom section shows the 5 most recent requests with:
- Project title
- Status badge
- Focus area
- Requesting organization
- Created date
Click any request to navigate to its detail view.
Navigation
Use the left sidebar to navigate between modules:
- Overview — Dashboard (current page)
- Requests — Full request management table — covered next in Project Requests
- RACI — Internal task and accountability tracker — see RACI Module
- Notifications — In-app notification centre — see Notifications
- Users — User management (admin only) — see User Management
- Settings — RAG defaults, departments, focus areas, and notification settings — see Settings