How to Navigate and Read the Dashboard

The Dashboard provides an overview of business performance, including revenue, jobs, customers, and trends.

Step-by-Step Navigation Instructions

1. Accessing the Dashboard

  • In the left sidebar, find “MOTORSHOP MAIN”.
  • Click “Dashboard” (dashboard icon). It will be highlighted in blue when active.
  • The main content area shows “Welcome !” and your dashboard metrics.

Understanding the Dashboard Layout

  1. Revenue Today
  • Shows total revenue generated today
  • Icon: Green circle with money bill
  • Example: 0 (if no sales today)

2. Profit Margin Today

  • Shows profit margin for today
  • Icon: Green circle with diamond
  • Example: 0

3. Revenue This Month

  • Total revenue for the current month
  • Icon: Green circle with upward trending line graph
  • Example: 2,672

4. Profit Margin This Month

  • Total profit margin for the current month
  • Icon: Green circle with line graph
  • Example: 1,659

5. Revenue This Year

  • Total revenue for the current year
  • Icon: Green circle with bar chart
  • Example: 733,845

6.Profit Margin This Year

  • Total profit margin for the current year
  • Icon: Green circle with clock/refresh arrow
  • Example: 329,358

7. Outstanding Payables

  • Amount owed to suppliers/vendors
  • Icon: Green circle with document/bill
  • Example: 21,203

8. Outstanding Receivables

  • Amount customers owe to you
  • Icon: Green circle with document/bill with lines
  • Example: 23,917

Row 3: Jobs & Customer Metrics

9. Jobs Completed Today

  • Number of jobs finished today
  • Icon: Red circle with gears
  • Example: 0

10. Jobs Pending Today

  • Number of jobs still in progress
  • Icon: Red circle with wrench
  • Example: 9

11. Projected Revenue (Inventory x Retail)

  • Estimated revenue if all inventory is sold at retail price
  • Icon: Green circle with upward trending line graph
  • Example: 28,950,491

12. Total Customer Served

  • Total number of customers served (all-time)
  • Icon: Yellow circle with three people
  • Example: 860

Row 4: Service Quality & Performance Metrics

13. First Time Fix Rate (This Month)

  • Percentage of jobs completed correctly on the first attempt
  • Icon: Red circle with checkbox
  • Example: 0.00%

14. Avg Repair Time Per Job (This Month)

  • Average time taken to complete repairs this month
  • Icon: Red circle with gear
  • Example: null (if no data available)

15. Backjob Processed (This Month)

  • Number of jobs that needed to be redone this month
  • Icon: Red circle with recycle/refresh arrows
  • Example: 0

16. Customer Served Today

  • Number of customers served today
  • Icon: Yellow circle with single person
  • Example: 0

Section 2: Report Charts (Middle Section)

Four visual reports show trends and patterns:

Four visual reports show trends and patterns:

1. Monthly Active Customer Report

  • Type: Line graph
  • Shows: Number of active customers per month over time
  • Legend: “Active Customer” (purple line)
  • Y-axis: Customer count (0 to 500)
  • How to Read: Track customer growth trends; peaks indicate high activity periods

2. Monthly Sales Report

  • Type: Area chart
  • Shows: Sales performance over months
  • Legend:
  • Sales (green area)
  • Sales Return (red area)
  • Target (purple flat line at 300,000)
  • Y-axis: Sales amount (0 to 300,000)
  • How to Read: Compare actual sales against target; monitor sales returns

3. Weekly Sales Report

  • Type: Bar chart
  • Shows: Sales performance by week
  • Legend: “Weekly Sales” (blue bars)
  • Y-axis: Sales amount (0 to 90,000)
  • How to Read: Identify high-performing weeks; bars show weekly sales volume

4. Daily Sales Report

  • Type: Line graph
  • Shows: Daily sales trends over the past month
  • Legend:
  • Daily Sales (purple line)
  • Sales Return (red line)
  • Y-axis: Sales amount (0 to 20,000)
  • How to Read: Track daily performance; identify peak days and return patterns

Section 3: Performance Sections (Bottom Section)

Two tables highlight top performers:

1. Top Performing Mechanic This Month

  • Columns:
  • Rank: Numerical ranking (1st place has gold medal icon)
  • Name: Mechanic’s name
  • First Time Fix: Percentage of jobs fixed correctly on first attempt
  • Commission: Total commission earned this month
  • Avg Repair Time: Average time per repair (may show 0 or null if no data)
  • Completed: Number of jobs completed
  • How to Read: Identify top performers by commission and completed jobs; use First Time Fix to assess quality

Example Data:

  • Rank 1: JONIE MANLAWE – 1,022.43 Commission
  • Rank 2: EDRIAN C NERWA – 713.18 Commission
  • Rank 3: JAMES – 1,752.75 Commission

2. Trending Car Most Serviced

  • Columns:
  • Rank: Numerical ranking
  • Car: Make and model
  • How to Read: Identify most frequently serviced vehicles; useful for inventory planning and service focus

Example Data:

  • Rank 1: Honda Brio
  • Rank 2: Honda City
  • Rank 3: Audi A5

Video Tutorial

Understanding Color Coding

  • Green Icons: Revenue and profit metrics (positive indicators)
  • Red Icons: Job-related metrics and service quality indicators (attention needed)
  • Yellow Icons: Customer-related metrics (neutral/informational)
  • Blue Highlight: Currently active/selected navigation item

Tips for Effective Dashboard Reading

1. Quick Health Check

  • Check Revenue Today and Jobs Pending Today for immediate status
  • Review Outstanding Payables and Receivables for cash flow

2. Performance Analysis

  • Compare Revenue This Month vs Profit Margin This Month to assess profitability
  • Review First Time Fix Rate to gauge service quality
  • Monitor Jobs Pending Today to manage workload

3. Trend Analysis

  • Use charts to spot patterns (e.g., peak sales days/weeks)
  • Compare Monthly Sales Report against Target to track goals
  • Watch Monthly Active Customer Report for customer retention trends

4. Performance Recognition

  • Review Top Performing Mechanic This Month to recognize top performers
  • Use Trending Car Most Serviced to plan inventory and service focus

5. Daily Monitoring

  • Start each day by checking Revenue Today and Customer Served Today
  • Monitor Jobs Completed Today vs Jobs Pending Today for workflow balance