evereq
commented
4 years ago @rmagon assigning to you because I want someone with more experience to create such components as it will define how the whole dashboard will look and work.
Open evereq opened 4 years ago
evereq
commented
4 years ago @rmagon assigning to you because I want someone with more experience to create such components as it will define how the whole dashboard will look and work.
rmagon
commented
4 years ago The basic setup is done with the following working tabs:
Now we need to decide the other tabs on the dashboard, I guess that'll be a few days from now so adding needs-more-detail to this epic
At the moment Dashboard used only to display information about calculation of bonuses for whole company or a specific employee.
However, when the Admin user login into Gauzy, she/he also might be interested to see a more general overview about the company, not only how bonuses calculated.
So I suggest creating multiple tabs on such Admin Dashboard:
Accounting - will show Income / Expenses / Accounts Receivable / Sales Invoices / Accounts Payable / Purchase Invoices, Profit & Loss, and other relevant company-wide metrics. It should be visible only if no employee selected in the site header. For now, I also think it should be visible by default only to "Admins" or users with specific permissions for accounting access.
Human Resources - this is where we will show summaries related to Payroll, Salary calculation, Bonuses (the current view, where we show information about how bonuses calculated), Onboarding of employees, Recruitment, and so on. This dashboard also changes if Employee selected at site header (already implemented)
Project Management Dashboard (this should be pretty clear - show stats about tasks, timelines, Sprints, etc)
Time Tracking (Worked this period totally, activity %, spent (e.g. how much was paid for work time), Projects Worked (qty), Projects (list of projects with qty of hours for each one and activity %), Employees (show time stats per employee for the selected period, activity, etc)
Sales (starting from Proposals / Estimates / Invoices / Payments stats and finishing Pipelines etc)
Our end goal will be to use "Widgets" in Dashboards, but for now we can just code it as components and move to Widgets in next versions.
IMPORTANT: we need to make dashboards reactive, so they automatically refresh when some data changes! Especially one related to Time Tracking, where we always want to show current info about tracked time, latest screenshots etc.