Company Overview Dashboard
The SmartBaise Dashboard is your single source of truth, providing a real-time, 30,000-foot view of your entire business operation. It's an intelligent, interactive command centre designed to transform complex data from across all your projects into clear, actionable insights. Instantly grasp your financial health, project status, and resource allocation, allowing you to make smarter decisions and stay ahead of potential issues.
At-a-Glance Intelligence with Interactive Summary Cards
The dashboard presents key performance indicators (KPIs) through a series of dynamic summary cards. These aren't just static numbers; they are interactive windows into your business, each with its own internal filters.
Jobs Logged
See your total job count, and instantly filter the view to see how many jobs are currently 'Open', 'On Hold', or 'Completed'.
Complaints
Get an immediate handle on customer service by viewing total complaints, with the ability to drill down into 'Ongoing', 'On Hold', or 'Closed' cases.
Risk & Urgency
Proactively manage your projects by instantly identifying the number of 'Overdue Jobs' and 'At-Risk Jobs' that are nearing their deadline.
Resource & HR Insights
Understand your team's capacity at a glance by seeing the number of 'Unassigned Tasks' across all projects and the number of 'Pending Leave Requests' awaiting approval.
Key Financial Metrics
Instantly see the total value of all 'Total Variations' and, most importantly, the current 'Outstanding Invoiced' balance across the entire company.
Powerful Filtering for a Focused View
Take control of your data with powerful top-level filters. The entire dashboard dynamically responds to your selections, allowing you to isolate the information that matters most.
Filter by Job Type
Instantly switch your entire dashboard view between 'All Jobs', 'Insurance Jobs', and 'Private Jobs'. All cards and charts will update to reflect only the data relevant to your selection, giving you a clear picture of performance in different sectors of your business.
Customize Your View
Use the 'View' dropdown to toggle the visibility of entire sections of the dashboard. Whether you want a high-level summary or a deep financial analysis, you can customize the dashboard to show exactly what you need.
Deep Dive with Interactive Charts & Reports
Go beyond simple numbers with rich, visual data representations that you can interact with.
Financials Chart
This powerful bar chart visualizes your financial performance over the last 12 months. You can instantly filter the chart to display revenue based on what's been Paid, what's been Invoiced, or what remains Outstanding. Clicking on any month's bar instantly opens a detailed breakdown of every single invoice that contributes to that total.
Trade Resources Chart
See exactly which trades you need right now. This chart displays the number of outstanding tasks for each trade (Joiner, Plasterer, Electrician, etc.), allowing you to forecast resource needs and identify potential bottlenecks in your workforce.
Generate PDF Reports on the Fly
The Financials Chart doubles as a powerful reporting tool. Select a custom date range, choose your financial filter (e.g., 'Paid Invoices'), and instantly generate a professional, print-ready PDF report of all transactions within that period, complete with your company logo.
The SmartBaise Dashboard is more than just a reporting tool; it's an active, intelligent partner in managing your business. It consolidates critical information, highlights risks and opportunities, and provides the clarity you need to steer your company with confidence.