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

The Dashboard has three main sections:

Summary Cards (top section – 16 metric cards)

Report Charts (middle section – 4 visual reports)

Performance Sections (bottom section – 2 performance tables)

Section 1: Summary Cards (Top Section)

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

Row 2: This Year & Outstanding Metrics

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